Estate Planning Consultant jobs in Trenton, 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 Attorney
  • Boutique Recruiting
  • Trevose, PA FULL_TIME
  • A top estate planning firm in Trevose, PA is seeking an Estate Planning Attorney to provide expert services to aging individuals and their families. The firm helps clients obtain essential care services for their loved ones through facilities or social services, including in-home care, respite care, and Medicaid planning. They are looking for self-motivated attorneys, with 3-5 years of experience in Elder law, estate planning, or trust planning, who are capable of adapting quickly to a fast-paced environment. You can look forward to a fulfilling career advocating for elderly clients, with a hybrid work arrangement, competitive compensation, and opportunities for professional growth at a firm with a reputation for being the best in their practice area!

    Pay Range: $100,000 - $140,000 DOE

    Responsibilities:

    • Draft wills, trusts, and related legal documents
    • Engage in business development activities to contribute to revenue generation
    • Manage a caseload of approximately 40-50 clients, focusing on 10-20 cases at a time
    • Collaborate with clients on Life Care Planning, including power of attorney and trust establishment
    • Assist clients with Medicaid planning, a labor-intensive aspect of the role
    • Handle estate planning, guardianship, and estate administration matters
    • Travel to clients' homes when necessary
    • Utilize Microsoft Office 365, Google Suite, Time Matters, and Interactive Legal (ILS) software

    Requirements:
    • 3 to 5 years of Elder Law experience
    • Knowledge of estate planning, trust planning and medi-caid
    • Must be barred in Pennsylvania
    • New Jersey bar admission is preferred
    • Proactive and able to take initiative

    Benefits:
    • Medical, Dental and Vision insurance
    • Profit sharing
    • 20 days PTO/PSL
    • 6 paid holidays
    • Top firm in practice area
    • Hybrid work arrangement
    • Bonus potential

    If you’re ready to make a meaningful impact on the lives of people by helping aging individuals and their families navigate sensitive and complex legal care and planning scenarios, apply now!

    #INDLGL #LI-POST #LI-HYBRID #LI-JP1
    Learn more about Boutique Recruiting

  • Just Posted

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Associate Attorney-Estate Planning/Administration
  • Mason, Griffin & Pierson, PC
  • Princeton, NJ FULL_TIME
  • Mason, Griffin & Pierson, P.C.since 1955 Princeton law firm seeks an attorney with at least 5 years of solid experience in Estate Planning and Estate Administration. Must be admitted to practice in Ne...
  • 10 Days Ago

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Leasing Consultant
  • Inland Residential Real Estate Services, LLC
  • Princeton, NJ FULL_TIME
  • Parc at Princeton Junction apartments in Princeton, NJ has an opening for a Full-Time Leasing Consultant! (www.liveatparc.com) We are currently looking for an ambitious leasing consultant who is motiv...
  • 17 Days Ago

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Leasing Consultant- Parc at Princeton Junction
  • The Inland Real Estate Group of Companies
  • Princeton, NJ FULL_TIME
  • Parc at Princeton Junction apartments in Princeton, NJ has an opening for a Leasing Consultant! (www.liveatparc.com) We are currently looking for an ambitious leasing consultant who is motivated by th...
  • 11 Days Ago

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Leasing Consultant- Parc at Princeton Junction
  • Inland Real Estate Investment Corp
  • Princeton, NJ FULL_TIME
  • Parc at Princeton Junction apartments in Princeton, NJ has an opening for a Leasing Consultant! (www.liveatparc.com) We are currently looking for an ambitious leasing consultant who is motivated by th...
  • 12 Days Ago

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Estate Planning Attorney - Contract - Part-Time - Flexible Schedule
  • United Placement Group
  • Willingboro, NJ PART_TIME
  • We are seeking a knowledgeable and experienced Network Attorney to provide legal guidance and advice on estate planning, business formation, special needs planning, and other related areas of law. As ...
  • 12 Days Ago

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0 Estate Planning Consultant jobs found in Trenton, NJ area

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Manager, Project Development, East Region
  • Clearway Energy, Inc.
  • Princeton, NJ
  • What The Role Is Reporting to the Sr. Director, Project Development, the Manager, Project Development is responsible for...
  • 3/18/2024 12:00:00 AM

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Talent Community- Finance Managers
  • CBRE
  • Trenton, NJ
  • Talent Community- Finance Managers Job ID 84376 Posted 31-Aug-2022 Role type Full-time Areas of Interest Accounting/Fina...
  • 3/17/2024 12:00:00 AM

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Evergreen Leasing Consultant
  • Scully Company
  • Philadelphia, PA
  • Job Type Full-time Description We are offering a $2,000 sign-on bonus!Ask about our industry-leading Employee Housing Di...
  • 3/16/2024 12:00:00 AM

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Senior Account Manager
  • CBRE
  • Trenton, NJ
  • Senior Account Manager Job ID 147800 Posted 19-Dec-2023 Service line GWS Segment Role type Full-time Areas of Interest F...
  • 3/16/2024 12:00:00 AM

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Audit Senior Manager (Remote)
  • CBRE
  • Trenton, NJ
  • Audit Senior Manager (Remote) Job ID 152590 Posted 01-Feb-2024 Service line Corporate Segment Role type Full-time Areas ...
  • 3/16/2024 12:00:00 AM

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Lease Admin Manager - Remote
  • CBRE
  • Trenton, NJ
  • Lease Admin Manager - Remote Job ID 157147 Posted 29-Feb-2024 Service line GWS Segment Role type Full-time Areas of Inte...
  • 3/15/2024 12:00:00 AM

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Leasing Consultant
  • Property Management Redefined LLC
  • Property Management Redefined is on the lookout for a proactive and seasoned Leasing Consultant to join our vibrant team...
  • 3/15/2024 12:00:00 AM

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Engineering Manager/Asst Chief
  • Graduate Princeton
  • Princeton, NJ
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/11/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$107,717 to $156,559
Trenton, 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