Estate Planning Director jobs in Boca Raton, FL

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Estate Planning Attorney
  • Cohen Norris Wolmer Ray Telepman Berkowitz & Cohen
  • North Palm Beach, FL FULL_TIME
  • Our Firm is seeking an Estate Planning Attorney for the North Palm Beach office. Our Firm commenced in 1990 and we specialize in Residential/Commercial Real Estate, Business Law, Land Use Law, Commercial Litigation, Trust and Estates and General Litigation. The ideal candidate will have a minimum of five (5) years of experience and a strong desire to service clients in need of Estate Planning. Candidates must have a minimum of five years of experience, a Juris Doctor degree from an accredited law school and be licensed to practice law in Florida. Candidates must have excellent written and verbal communication skills, analytical skills and be detail oriented.

    Responsibilities:

    • Assist clients effectively by understanding their needs,
      analyzing the situation, then strategizing and deciding on a proper
      course of action
    • Draft and file wills, trusts, and powers of attorney
    • Organize and maintain client files to ensure they are kept current
    • Advise clients regarding retirement plans, charitable giving, and insurance options
    • Collaborate with partners and paralegals to effectively move files through the civil litigation process
    • Effective in advising clients on and leading a support team in funding trusts/aligning assets with the client’s estate plan
    • Manage estate administration from open to close
    • Work with Paralegals and legal staff, including assigning work and monitoring work product
    • Monitor relevant caseload pipeline and act as necessary to move
      cases progressively forward and through the pipeline
    • Engage in Business Development and Community Engagement
    • Manage Client Relationships

    The Firm offers market compensation and exceptional benefits, including Medical Insurance provided by the Firm. The Firm also has a 401k plan.


    If you are interested in a position as an associate attorney, paralegal, secretary or other staff position, please contact:

    Janet McLean
    Office Manager / Recruiting Contact
    Cohen Norris Wolmer Ray Telepman Berkowitz & Cohen
    712 U.S. Highway One, Suite 400
    North Palm Beach, FL 33408
    561-844-3600 phone
    561-842-0781 fax
    jm@cohennorris.com

  • 14 Days Ago

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Estate Planning Paralegal
  • The Siegel Law Group
  • Boca Raton, FL FULL_TIME
  • Proficiency in Estate Planning Seeking an Estate Planning Paralegal for a role in Boca Raton, FL. The ideal candidate will provide crucial legal assistance to attorneys. Responsibilities include suppo...
  • 27 Days Ago

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Estate Planning / Probate Attorney
  • The Siegel Law Group
  • Boca Raton, FL FULL_TIME
  • We are searching for a proficient Estate Planning Attorney to join our team in Boca Raton, FL. The perfect candidate should have exceptional legal and organizational capabilities, a thorough knowledge...
  • 27 Days Ago

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Estate Planning Attorney
  • Lewis & Associates
  • Beach, FL FULL_TIME
  • Company DescriptionLEWIS & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make eve...
  • 1 Month Ago

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Estate Planning Attorney - Now Hiring
  • Trusted law office
  • Boca Raton, FL FULL_TIME
  • Job DescriptionI am looking for an attorney admitted to the FL bar, who wants less stress less hours 9-5 for 3-5days a week. Estate Planning experience nice but also training provided ie: Trusts, Prob...
  • 29 Days Ago

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Director of Demand and Supply Planning
  • Keter North America
  • Boca Raton, FL FULL_TIME
  • This position will be based at either our Boca Raton, FL or Atlanta, GA offices on a hybrid work schedule. Summary: The Director of Demand and Supply Planning will lead Keter’s demand forecasting and ...
  • 28 Days Ago

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0 Estate Planning Director jobs found in Boca Raton, FL area

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Shipboard Workforce Planning Director
  • Carnival Corporation
  • Miami, FL
  • Job Description The Director of Shipboard Crew Scheduling sets the long-term shipboard manning strategy and oversees the...
  • 4/24/2024 12:00:00 AM

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Hospital Electrician Full Time Days
  • Tenet Health
  • Delray Beach, FL
  • Job Description Job Description: As an electrical equipment maintenance worker, you will be responsible for repairing an...
  • 4/24/2024 12:00:00 AM

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Director of Finance and Operations
  • CrewFacilities.com
  • Deerfield Beach, FL
  • Job Description Job Description Director of Finance and Operations The goal of the Director of Finance and Operations po...
  • 4/23/2024 12:00:00 AM

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Senior Assistant Director of International Admission
  • Lynn University
  • Boca Raton, FL
  • Summary: Reporting to the director of international admission, the senior assistant director is responsible for the recr...
  • 4/22/2024 12:00:00 AM

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Associate Director, Academic Personnel
  • Florida Atlantic University
  • Boca Raton, FL
  • Apply now to join FAU on its race to excellence. For more information on everything FAU has to offer, please visit www.f...
  • 4/22/2024 12:00:00 AM

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Director of Performing Arts
  • Saint Andrew's School
  • Boca Raton, FL
  • Job Details Job Location Saint Andrew's School - Boca Raton, FL Description About Saint Andrew's School: Saint Andrew's ...
  • 4/22/2024 12:00:00 AM

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Lifestyle Assistant
  • Life Space Communities
  • Delray Beach, FL
  • Community: Harbours Edge Address: 401 E Linton Blvd Delray Beach, Florida 33483 Pay Range $15. 00-$19. 04+ Hourly Live y...
  • 3/28/2024 12:00:00 AM

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Lifestyle Assistant/Driver
  • Life Space Communities
  • Juno Beach, FL
  • Community: The Waterford Address: 601 Universe Blvd Juno Beach, Florida 33408 Pay Range $15. 19-$20. 89+ Hourly Live you...
  • 1/27/2024 12:00:00 AM

According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$126,951 to $188,813
Boca Raton, Florida area prices
were up 1.5% from a year ago

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