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)
Paralegal
Forbush Legal, PLLC has served families in Colorado Springs and all throughout Colorado since 1996. We are a busy estate planning and business planning firm with an emphasis on quality relationships with our clients. We love what we do.
We are seeking a new team member to join our team. Estate Planning, Probate, and Trust Administration are special areas of law that cater to families. The ideal candidate is compassionate, friendly, enthusiastic, and loves to serve.
Basic Requirements
· Boutique level customer service skills
· Strong writing, editing, and proofreading skills
· Tremendous attention to detail
· Proficiency with Microsoft Office applications
· High level of integrity
· Maintains a professional appearance and demeanor
Preferred Qualifications
· Experience as a paralegal or legal assistant
· Thorough knowledge of probate processes and procedures
· Experience with timekeeping and hourly billing
· Experience with drafting planning documents
· Experience with Clio practice management software
· Experience with Wealth Counsel drafting software
This is an in-office full time position with a 40 hour work week that ends at noon on Fridays.
Benefits:
· Medical and vision insurance covered 100% for employees
· Life Insurance
· 401(k)
· Paid vacation, paid holidays, and paid birthday
· Awesome co-workers and a fun team environment
· Room for growth
Pay: negotiable, based on experience.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
Schedule:
Travel requirement:
Experience:
Work Location: In person
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