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

  • 1 Month Ago

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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...
  • 20 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...
  • 22 Days Ago

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Leasing Consultant- Parc at Princeton
  • Inland Real Estate Investment Corp
  • 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...
  • 20 Days Ago

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Leasing Consultant- Mercer LS
  • Inland Real Estate Investment Corp
  • Lawrence, NJ FULL_TIME
  • The Mercer at Lawrence Station Apartments in Lawrence, NJ has an opening for a Leasing Consultant! (www.liveatthemercerls.com) We are currently looking for an ambitious leasing consultant who is motiv...
  • Just Posted

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Leasing Consultant- Parc at Princeton
  • The Inland Real Estate Group of Companies
  • 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...
  • 13 Days Ago

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0 Estate Planning Consultant jobs found in Trenton, NJ area

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Leasing Consultant
  • Morgan Properties
  • Conshohocken, PA
  • What you will be doing:We currently have a need for a Full Time Leasing Professional. In this role, you will manage the ...
  • 4/24/2024 12:00:00 AM

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Associate Wealth Associate
  • Sax Wealth Advisors, LLC
  • Ewing, NJ
  • Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and esta...
  • 4/24/2024 12:00:00 AM

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Leasing Consultant
  • Afton Properties
  • Trenton, NJ
  • Job Description Job Description Afton Properties, Inc is a full-service Real Estate management company. Our hands-on own...
  • 4/23/2024 12:00:00 AM

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Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/23/2024 12:00:00 AM

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Leasing Consultant
  • Jones Street Residential
  • Conshohocken, PA
  • Job Description Job Description Company ProfileJones Street Investment Partners, LLC (JSIP) is a real estate investment ...
  • 4/22/2024 12:00:00 AM

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/21/2024 12:00:00 AM

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Director - Real Estate & Property Management
  • Clemens Food Group
  • Hatfield, PA
  • The Director of Real Estate and Property management will play a crucial role in growing, overseeing and optimizing the p...
  • 4/20/2024 12:00:00 AM

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Associate Financial Planner
  • GemHarvest Executive Recruiting
  • Trenton, NJ
  • Associate Financial Planner Multi-Billion Wealth Management Firm Greater Philadelphia Region Overview Established and Gr...
  • 4/20/2024 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
$107,469 to $156,188
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