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)
Burr & Forman LLP's Hilton Head/Bluffton, SC offices are seeking an attorney with 3 years of estate planning and probate administration experience for the Corporate and Tax Practice Group. Job duties include client engagement and counseling, drafting, reviewing and negotiating legal documents, and managing project workflow in the practice areas of estate planning, along with business transactional work and probate. Qualified candidates will be self-starters with great customer service skills, strong academic credentials, and exceptionally strong legal research and writing skills. This position is a unique opportunity to join a firm that prioritizes our clients, colleagues, and communities. We value collegiality and diversity among our lawyers, and we seek to make the practice both professionally and personally rewarding. When you join our team, you benefit from the experience of interesting, pivotal work in a friendly and professional environment. Must be qualified to practice law in South Carolina.
EOE/M/F/Vet/Disabled
Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, sex stereotyping, or disability.
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