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 | Estate and Trust Planning and Administration
We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We serve as trusted advisors to some of the area’s most prominent individuals, executives, families and business owners to assist them with the accumulation, management, protection and transfer of their wealth. This affords us the opportunity to continually work on sophisticated and challenging projects, creating unlimited learning opportunities and increased levels of engagement for our team members. Our collaborative and team-oriented culture drives our ability to serve our clients’ needs.
As an Estate and Trust Planning and Administration Paralegal, you will assist attorneys, senior paralegals and clients with the implementation and funding of estate plans and also with the process of settling the estates of clients’ loved ones. You will have access to the resources of a large firm, but also have the opportunity to learn and grow with sophisticated and challenging work.
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Koley Jessen is a dynamic law firm powered by highly-talented people. Our collaborative culture drives our ability to provide over-the-top service and achieve the best results for our clients. Our investment in one another fuels our success and ensures that Koley Jessen will always be a great place to work and to grow professionally.
Koley Jessen celebrates, supports and promotes diversity, equity, and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.
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