Estate Planning Consultant jobs in Bergenfield, NJ

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Estate Planning Paralegal
  • She Recruits
  • Hackensack, NJ FULL_TIME
  • Job Title: Paralegal (Estate Planning)

    Location: Hackensack, NJ

    Salary: $60k-95k

    Job Overview:
    We are seeking a skilled Estate Planning Paralegal to join our legal team. As a Paralegal, you will provide essential support to our attorneys and assist in various legal tasks. This is a great opportunity for someone with strong organizational skills and a passion for the legal field.

    Duties:
    - File and organize legal documents, including pleadings, motions, and correspondence

    -Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
    - Conduct document review and analysis
    - Maintain case files and update case management systems
    - Assist with drafting legal documents, such as contracts and agreements
    - Conduct legal research using resources such as Westlaw
    - Prepare and organize exhibits for trial or hearings
    - Coordinate and schedule meetings, depositions, and interviews
    - Assist with client intake and interviews
    - Provide administrative support to attorneys, including managing calendars and handling phone calls with professionalism and etiquette

    Skills:
    - Excellent written and verbal communication skills
    - Strong attention to detail and organizational abilities
    - Proficient in legal research tools such as Westlaw
    - Familiarity with document management systems like iManage
    - Ability to work independently and manage multiple tasks simultaneously
    - Knowledge of legal administrative procedures and protocols
    - Strong computer skills, including proficiency in Microsoft Office Suite

    As a Paralegal, you will play a crucial role in supporting our legal team. We offer competitive compensation and benefits packages, including opportunities for professional growth within our firm.

    Job Type: Full-time

    Pay: $60,000.00 - $95,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift

    Education:

    • Bachelor's (Preferred)

    Experience:

    • Paralegal: 3 years (Preferred)
    • Estate Planning: 3 years (Preferred)
    • preparation and drafting of documents: 1 year (Preferred)
    • preparing deeds: 1 year (Preferred)
    • beneficiary designation forms: 1 year (Preferred)
    • Microsoft Word: 1 year (Preferred)

    Ability to Relocate:

    • Hackensack, NJ: Relocate before starting work (Required)

    Work Location: In person

  • 7 Days Ago

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Estate Planning Paralegal
  • Impact Solutions Inc
  • Hackensack, NJ FULL_TIME
  • Job Title: Estate Planning Paralegal Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. You will assist in drafting estate...
  • 10 Days Ago

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Estate Planning Paralegal
  • Top Tier Reps LLC
  • Hackensack, NJ FULL_TIME
  • Our client is seeking estate planning paralegal to join our New Jersey or New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, pre...
  • 23 Days Ago

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Accounting / Bookkeeper
  • Rave Catering & Event Planning
  • Teaneck, NJ FULL_TIME
  • Established Restaurant/Catering Company is looking for an energetic and organized self-starter, with strong communication skills, organization and accuracy for a Full Charge Bookkeeper and Office Mana...
  • 1 Day Ago

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Executive Chef
  • Rave Catering & Event Planning
  • Teaneck, NJ FULL_TIME
  • PREMIER HOSPITALITY GROUP IS EXPANDING. SEEKING THE EXECUTIVE TEAM. EXECUTIVE CHEF The ideal candidate is a professional who has experience in casual and fine dining, a variety of cuisines, and who is...
  • 12 Days Ago

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Event Coordinator/ Office Manager
  • Rave Catering & Event Planning
  • Teaneck, NJ FULL_TIME
  • Job Summary:The Event Coordinator|Office Manager is primarily responsible for supporting the General Manager and Catering Sales Managers on all sales and client activity. He /she will provide general ...
  • 12 Days Ago

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0 Estate Planning Consultant jobs found in Bergenfield, NJ area

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Real Estate Sales Agent
  • Howard Hanna | Rand Realty
  • Hackensack, NJ
  • Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
  • 5/13/2024 12:00:00 AM

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Real Estate Sales Agent
  • Howard Hanna | Rand Realty
  • Closter, NJ
  • Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
  • 5/13/2024 12:00:00 AM

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Associate Real Estate Agent
  • Howard Hanna | Rand Realty
  • Closter, NJ
  • Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
  • 5/13/2024 12:00:00 AM

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Director of Sales
  • Atria Senior Living - Glen Cove
  • Glen Cove, NY
  • Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
  • 5/13/2024 12:00:00 AM

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Residential Real Estate Agent
  • Howard Hanna | Rand Realty
  • Ridgewood, NJ
  • Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
  • 5/13/2024 12:00:00 AM

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Associate Real Estate Agent
  • Howard Hanna | Rand Realty
  • Ridgewood, NJ
  • Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
  • 5/13/2024 12:00:00 AM

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Associate Director, Real Estate
  • HelloFresh
  • New York, NY
  • Job Description: As the Associate Director, Real Estate you will have the opportunity to build a best-in-class real esta...
  • 5/12/2024 12:00:00 AM

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Critical Facility Technician (217041)
  • BGIS
  • Secaucus, NJ
  • Job Description Job Description BGIS is currently seeking a Critical Facility Engineer (Data Center) to join the team in...
  • 5/9/2024 12:00:00 AM

Bergenfield is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,764, reflecting an increase of 517 (+2.0%) from the 26,247 counted in the 2000 Census, which had in turn increased by 1,789 (+7.3%) from the 24,458 counted in the 1990 Census. Bergenfield was formed on the basis of a referendum held on June 25, 1894, from portions of Englewood Township and Palisades Township.[21][22][23] The borough was formed during the "Boroughitis" phenomenon then sweeping through Bergen County, in which 26 boroughs were formed in the co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$114,050 to $165,757
Bergenfield, New Jersey area prices
were up 1.5% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020