Estate Planning Consultant jobs in Providence, RI

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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Litigation Paralegal – Estate Planning (3-5 years)
  • Gordon Rees Scully Mansukhani, LLP
  • Providence, RI FULL_TIME
  • We have an immediate opening for an experienced and motivated Paralegal in our Providence, RI office. Ideal candidates should have 3-5 years of experience with tax controversy, civil litigaton, estate planning and probate. The firm offers a friendly, business casual environment with a competitive salary and full benefits package, including Medical, Dental, Vision, 401K, PTO, Disability & Life Insurance. There may be flexible options for successful candidates, including some hybrid and full time opportunities.

    For consideration, please e-mail cover letter and resume to this job posting, with “Litigation Paralegal-Estate Planning” in the subject line.

    No recruiter or telephone calls please.

    Gordon Rees Scully Mansukhani is an equal opportunity employer.

    Qualifications:

    • Experience with estate administration and probate
    • Experience filing annual reports and forming corporations
    • Ability to assist drafting trusts, estate planning documents and be familiar with trust accounting forms
    • Experience preparing and filing legal documents (RI, Federal and state courts)
    • Knowledge of court rules, calendaring, e-filing and procedures
    • Able to work independently on pleadings, discovery, document review and case management
    • Proficiency in document management software is preferred
    • Strong computer skills, excellent verbal and written skills and must be organized and detail oriented
    • Paralegal certificate is required and Bachelor’s Degree is a plus

    Salary Range - $60,000 - $65,000

    Job Type: Full-time

    Pay: $60,000.00 - $65,000.00 per year

    Benefits:

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

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Providence, RI 02903: Relocate before starting work (Required)

    Work Location: Hybrid remote in Providence, RI 02903

  • 25 Days Ago

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Corporate LawyerSenior Paralegal (Estate Planning, Corporate or Real Estate)
  • Mack Law Associates
  • Providence, RI FULL_TIME
  • The Corporate Lawyer or Senior Paralegal is responsible for providing a broad range of legal services for Mack Law Associates LLC, a business law firm specializing in corporate, finance, real estate a...
  • 1 Month Ago

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Real Estate Sales Agent
  • Slocum | Real Estate & Insurance
  • Warwick, RI FULL_TIME
  • Are you a self-starter with the desire to make a better income?Do you love helping others and thrive on making their home vision a reality?If you answered yes to these questions, then we’ve got a care...
  • 14 Days Ago

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Real Estate Photographer
  • Slocum | Real Estate & Insurance
  • Warwick, RI FULL_TIME
  • Are you an experienced Real Estate Photographer with an eye for captivating visuals and a flair for social media engagement? We're looking for a talented individual to join our dynamic team and make a...
  • 6 Days Ago

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Real Estate Sales Agent
  • Slocum | Real Estate & Insurance
  • Warwick, RI FULL_TIME
  • Real Estate Agent: Join the Slocum Home Team for Expert Training and Exciting Opportunities!Join the Slocum Home Team for an Exciting Real Estate Career Opportunity!If you're ready to make a career ch...
  • 1 Month Ago

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Real Estate Call Center Agent
  • Slocum | Real Estate & Insurance
  • Warwick, RI FULL_TIME
  • ## Revised Job Description for Real Estate Call Center Agent in Warwick, RI * Interested in exploring a career in real estate but unsure how to get started? * Do you excel in conversations and effortl...
  • Just Posted

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0 Estate Planning Consultant jobs found in Providence, RI area

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Vice President Project Finance
  • Navisun
  • Avon, MA
  • Company Background: Founded in 2017, Navisun LLC is a solar and storage independent power producer within the United Sta...
  • 4/22/2024 12:00:00 AM

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Insurance Sales Specialist
  • Carey Richmond & Viking Insurance
  • Providence, RI
  • Looking for an experienced Property & Casualty Sales Executive.Carey, Richmond & Viking is one of the leading independen...
  • 4/22/2024 12:00:00 AM

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Technical Consultant - Networks
  • Energy Jobline Zr
  • Newport, RI
  • Job DescriptionTarget Group are a leading business services provider in lending, investments and insurance, creating val...
  • 4/22/2024 12:00:00 AM

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Director, Acquisition Development
  • Navisun
  • Avon, MA
  • Navisun, LLC is seeking an experienced and self-directed development and project execution professional to support and m...
  • 4/22/2024 12:00:00 AM

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Director, Project Finance
  • Navisun
  • Avon, MA
  • Company Background: Founded in 2017, Navisun LLC is a solar and storage independent power producer within the United Sta...
  • 4/22/2024 12:00:00 AM

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VP, Credit Alternatives
  • Fidelity TalentSource LLC
  • Smithfield, RI
  • Job Description: The Role \u200BAre you an experienced capital introduction professional with deep knowledge of the alte...
  • 4/21/2024 12:00:00 AM

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Managed Assets Manager
  • Middlesex Savings Bank
  • Natick, MA
  • Overview: Manager will have management responsibilities for the Banks Commercial problem loan portfolio and Other Real E...
  • 4/21/2024 12:00:00 AM

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Catering Sales Manager
  • Graduate Providence
  • Providence, RI
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/12/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$103,807 to $150,867
Providence, Rhode Island area prices
were up 1.6% 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