Estate Planning Director jobs in Phoenix, AZ

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)

C
Estate Planning Paralegal
  • Cantor Law Group
  • Phoenix, AZ FULL_TIME
  • Cantor Law Group offers a minimum starting pay of $75,000 per year – more, depending on experience. We are seeking a paralegal with five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients.

    Responsibilities:

    • Draft wills, trusts, powers of attorney, and other estate planning documents
    • Stay up-to-date on changes in estate planning law
    • Work with other members of the legal team to provide comprehensive legal services to clients

    · Work closely with attorney to ensure that all cases are receiving the necessary attention

    · File paperwork, LLC, deeds, titles, etc.

    · Provide communication to Client’s regarding case status

    Requirements:

    · Bachelor’s Degree: Has a verified bachelor’s degree, or extensive workforce experience.

    · Five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients

    We offer an outstanding benefits package, which includes ten (10) days paid holidays, fifteen (15) days paid vacation days, and five (5) personal or sick time off days a year (i.e., 30 paid days off per year). Upon completion of the first year of employment we do offer loyalty vacation time off, which means an employee can earn an additional one (1) day off per year of employment with the Firm for the first five (5) years. Thereafter, each employee will receive 5 additional days of Loyalty Vacation on their 10th anniversary, 15th anniversary, etc., while employed with the Firm. The Firm pays for half of the cost of the employee’s base plan medical insurance benefits for the first year of employment. At 1 year of employment, the Firm pays for all of the cost for the employee’s individual base plan medical insurance benefits. Dental/Vision and Life insurance are also paid for by the Firm upon initial enrollment. Additional insurance is available for the employee to add on for self, self and spouse/domestic partner, self and children, or entire family. Also, a 401K with a very generous employer match of 3.5% is offered. Lastly, the Firm pays for your parking beginning on day one.

    Cantor Law Group is an AV-rated family law firm listed in Martindale-Hubbell's Bar Register of Preeminent Lawyers. The Firm has expanded this year and is still continuing to grow at a rapid pace.

    Cantor Law Group recently added the 28th floor penthouse, which is 9,200 square feet of beautiful office space, in addition to the already existing 25,000 square feet of office space, occupying the entire 23rd floor and part of the 24th floor in the two Renaissance Tower in downtown Phoenix. Our 15-attorney Firm is on the grow, emerging as the preferred choice for family law in Arizona. Cantor Law Group is now expanding further into the practice area of estate planning.

    Job Type: Full-time

    Pay: From $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Free parking
    • Health insurance
    • Life insurance
    • Paid sick time
    • Paid time off
    • Referral program
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 12 Days Ago

M
Paralegal (Estate Planning)
  • Magellan Financial
  • Phoenix, AZ FULL_TIME
  • Your Chance to Join a Rapidly Growing Company and Shape Financial Futures! Who We Are:Foundations Investment Advisors, based in Phoenix, Arizona (www.FIWealth.com), goes beyond traditional asset manag...
  • 24 Days Ago

C
Vice President, Estate Planning and Administration
  • Careers
  • Phoenix, AZ FULL_TIME
  • Job OverviewBusiness, Estate Planning and Investments firm is seeking a Senior Estate Planning Client ServicesTeam Member to prepare presentations for extremely high net worth clients in the areas of ...
  • 1 Month Ago

T
Director of Growth
  • The Carin Nguyen Real Estate Network
  • Litchfield, AZ FULL_TIME
  • The Leader of Growth & Talent Acquisition is a fast-paced and pioneering position within one of the top real estate teams in the US. The Leader of Growth & Talent Acquisition will be responsible for t...
  • 22 Days Ago

C
Director of Financial Planning and Analysis
  • Cogir Senior Living
  • Scottsdale, AZ FULL_TIME
  • THE COMPANY COGIR Management USA, a subsidiary of Canada-based COGIR Real Estate, is a premier modern aging management company, operating 66 senior living communities consisting of over 8,000 units ac...
  • 4 Days Ago

C
Director Financial Planning & Analysis
  • CULTURAL EXPERIENCES ABROAD LLC
  • Phoenix, AZ FULL_TIME
  • Who We Are:At CEA CAPA, we believe that studying and interning abroad is a transformative experience that goes beyond academics. By immersing oneself in a new culture and community, students gain valu...
  • 1 Month Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Phoenix, AZ area

K
Director of Research Development
  • Kahala Brands
  • Phoenix, AZ
  • Kahala Brands, a globally recognized leader in quick-service restaurant franchising located in beautiful Scottsdale Ariz...
  • 4/17/2024 12:00:00 AM

P
Senior Director, Regulatory Affairs - REMOTE
  • Proclinical Staffing
  • Phoenix, AZ
  • Senior Director, Regulatory Affairs - Permanent - Remote Proclinical Staffing is seeking a Senior Director, Regulatory A...
  • 4/17/2024 12:00:00 AM

P
Senior Director, Clinical Biomarkers - REMOTE
  • Proclinical Staffing
  • Phoenix, AZ
  • Senior Director, Clinical Biomarkers - Permanent - Remote Proclinical Staffing is seeking a Senior Director, Clinical Bi...
  • 4/17/2024 12:00:00 AM

M
Associate Executive Director
  • MBK Senior Living
  • Scottsdale, AZ
  • Associate Executive Director At MBK Senior Living, we're committed to putting people first - our residents and team memb...
  • 4/17/2024 12:00:00 AM

J
Vice President of Philanthropic Services
  • JEWISH FAMILY & CHILDREN'S SERVICES
  • Phoenix, AZ
  • The Opportunity Jewish Family and Children’s Service (JFCS) has an executive opening in its Philanthropy Department: Vic...
  • 4/17/2024 12:00:00 AM

B
Director of Rates and Regulatory Affairs
  • Blue Signal Search
  • Phoenix, AZ
  • Our client is a prominent global organization in the materials industry, known for its extensive portfolio of valuable a...
  • 4/17/2024 12:00:00 AM

L
Senior Director
  • Lifewell
  • Phoenix, AZ
  • We care for our team members with great benefits, a thriving company culture and a chance to change lives daily. At Life...
  • 4/17/2024 12:00:00 AM

B
Ballet School Director
  • Ballet Theatre of Phoenix
  • Phoenix, AZ
  • School Director | Ballet Theatre of Phoenix POSITION AND RESPONSIBILITIES The School Director is responsible for conceiv...
  • 4/15/2024 12:00:00 AM

Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert. Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$128,118 to $190,549
Phoenix, Arizona area prices
were up 2.2% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020