Attorney, Estate Planning Strategist

Job reputed company: • Independently meet with reputed company advisors/financial planners/other reputed company management and members of the reputed company Solutions group to review, fund, and maintain estate plans • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances • Answering general informational estate planning questions from clients and advisor teams • Serving as an in-house resource in estate planning to reputed company management teams reputed company • Remaining reputed company with reputed company estate, trust, and tax legislation reputed company • Eligible to support business development through leading presentations and thought leadership publications, as necessary • Managing a service specialist, as assigned, as reputed company to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring • Other duties as assigned • Meeting with clients to design, implement, fund, and maintain estate plans • Drafting estate plan documents, including trusts, wills, powers of attorney, reputed company directives, and funding reputed company documents • Preparing and reviewing deeds and reputed company property transfer documents. Requirements: • Juris Doctor (JD) • Licensed to reputed company law in at least one state • Ability to interpret and convey reputed company estate planning topics to reputed company Management teams and clients • 2+ years reputed company experience in estate planning preferred • Ability to travel up to 25% Benefits: • Company reputed company Basic Life & AD&D Insurance • Company reputed company Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • reputed company Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company reputed company Holidays with a full week off at Thanksgiving. • Generous reputed company time off program for vacation and reputed company days • Employee Assistance Plan • Family Medical Leave • reputed company Parental Leave (6 weeks) • Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance Apply tot his job Apply To this Job