Estate Planning Director jobs in Sarasota, 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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Paralegal - Estate Planning And Corporate
  • Ledbetter Law Group
  • Venice, FL FULL_TIME
  • Estate Planning Paralegals Immediate Openings

    Estate Planning Paralegals - Experience Preferred

    At Ledbetter Law Group, our boutique law firm focuses on helping clients with their estate planning, business organization, real estate, and estate/trust administration needs. We work hand-in-hand with our clients in providing them with a detailed process to ensure that their legal matter is handled smoothly and completely. We want our clients to experience ultimate satisfaction and Peace of Mind and have been named as Best of Venice in multiple areas several years in a row.

    We’re searching for a paralegal with experience handling estate planning and business organization cases to join our team.

    We value our staff and offer the following:

    • Quarterly discretionary bonuses
    • Group health benefits
    • Simple IRA with employer annual 3% match
    • 16 days PTO
    • 10 paid holidays
    • Flexible hours
    • Free Parking
    • Fun Team building activities
    • Regular Team meetings
    • Team lunches
    • Coffee/tea
    • CLE and notary paid
    • Superb firm culture
    • Caring co-workers
    • Pride on working for a firm that has been named Best of Venice multiple years

    Our ideal candidates have a minimum of 2 years of experience in the practice areas of estate planning and business law in Florida (but will consider the experience in other states) and are energetic and service-oriented. The ideal candidate is also reliable, well-organized, precise, detail-oriented, highly ethical, and hardworking.

    The Paralegal must be able to climb stairs as the candidate's position is on the second floor with no elevator.

    Compensation commensurate with experience - applicable range: $55,000-$65,000/year

    To apply for this position, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position, why you are the best fit for our firm, and your salary expectations, as well as completing the DISC assessment and proficiency exams.

    Emails, phone calls, or in-person applications will not be considered. No agencies, please.

    Full-time (part-time considered in the right scenario).

    Benefits apply after a 90-day probationary period.

    Compensation:

    $55,000 - $65,000 yearly

    Responsibilities:

    Job duties include but are not limited to:

    • Drafting correspondence
    • Drafting legal documents
    • Drafting Wills, trusts, and advance directives
    • Drafting business organization documents
    • Communication with clients
    • Drafting business sales transaction documents
    • Working with financial institutions
    • Working with other attorney's offices
    • Working with the County Clerk’s office
    • Maintaining correspondence with clients and other involved parties
    • Performing various administrative tasks required to organize and maintain files (copying, scanning, faxing, etc.)
    • Experience in using Excel spreadsheets is a plus!
    • Creating annual minutes and other corporate documents
    • Maintaining our Corporate Care Program
    • Accurately entering billable time
    • Managing a caseload of open files
    • Work closely with the Lead Paralegal and Attorney
    • Attendance at firm events, such as client appreciation, and team-building activities
    • Keeping an accurate case list
    • Working for a firm with an excellent reputation in the area
    • Work directly with the supervising attorney

    Qualifications:

    • Possess the ability to work independently
    • Possess the ability to prioritize duties
    • Possess the ability to complete assignments in a timely manner.
    • Possess the ability to work as a Team Member
    • Have excellent organizational skills
    • Work efficiently in a fast-paced environment while maintaining a positive attitude
    • Are organized, detail-oriented, and able to work independently but as a team member
    • Are extremely proficient with Microsoft Word
    • Are extremely proficient with Microsoft Excel
    • Are extremely proficient with Adobe
    • Proficient in Practice Panther client management software
    • Proficient in using practice management software
    • Possess strong written and verbal communication skills
    • Meticulous file documentation
    • Comfortable working in a team environment
    • Have familiarity with timekeeping software and experience working in a law office
    • Have experience in working in estate planning
    • Have experience in working in business organization matters
    • Must understand time management
    • 2 to 5 years of experience
    • A paralegal certificate is a plus!
    • Florida Notary Public
    • Ability to act as a notary public
    • Lives within 40 minutes of Venice
    • Background check and references required

    About Company


    At Ledbetter Law Group we value and protect the culture of our firm. Joining the Ledbetter Law Group team is about more than just clients, documents, and legal work. We value each other and enjoy the people with whom we work.

  • 24 Days Ago

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Real Estate Photographer (PT)
  • Pinnacle Real Estate Marketing
  • Sarasota, FL PART_TIME
  • Part-Time Real Estate PhotographerJob Overview:We currently need photographers in the following counties in Florida - Manatee & Sarasota County.Are you looking for a fast-paced and exciting flexible i...
  • 10 Days Ago

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Sales / Real Estate Photographer
  • Pinnacle Real Estate Marketing
  • Sarasota, FL CONTRACTOR
  • We are NOT looking for someone that owns and operates their own Real Estate Photography company. We are not looking for third party provider companies to help us complete our services.*** Please do no...
  • 1 Month Ago

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Professional Real Estate Photographer
  • Pinnacle Real Estate Marketing
  • Sarasota, FL CONTRACTOR
  • We are NOT looking for someone that owns and operates their own Real Estate Photography company. We are not looking for third party provider companies to help us complete our services.*** Please do no...
  • 1 Month Ago

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Real Estate Media Sales Executive
  • Pinnacle Real Estate Marketing
  • Sarasota, FL OTHER
  • Pinnacle Real Estate Marketing is a full service Real Estate Media Company. From listing photography and video services, to brand development - we provide real value to our clients through sincere rel...
  • 24 Days Ago

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Unlicensed Real Estate Agent
  • CENTURY 21 Schmidt Real Estate
  • Venice, FL FULL_TIME,PART_TIME
  • CENTURY 21 Schmidt Real Estate is looking for motivated individuals who would like to become real estate agents. No experience is required. We train our real estate agents. If you are a newly licenced...
  • Just Posted

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0 Estate Planning Director jobs found in Sarasota, FL area

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Facility Painter
  • Freedom Senior Management
  • Sarasota, FL
  • This is not 'just a job', but a place to have a career! Join us... our community is simply a great place to work! Saraso...
  • 3/29/2024 12:00:00 AM

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Branch Manager
  • Parkland Corporation
  • Bradenton, FL
  • ** Branch Manager** **Job Category****:** Branch **Requisition Number****:** BRANC005144 Showing 1 location **Job Detail...
  • 3/29/2024 12:00:00 AM

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Admission Team Leader - 36 hrs/week
  • Tidewell Hospice Inc
  • Bradenton, FL
  • ** Admission Team Leader - 36 hrs/week** **Job Category****:** Admissions **Requisition Number****:** ADMIS002899 Showin...
  • 3/28/2024 12:00:00 AM

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Assistant Manager - Medical Cannabis
  • Liberty Health Sciences Inc.
  • Englewood, FL
  • **Description** Parker Solutions of Florida, LLC, d/b/a Liberty Health Sciences Florida, Ltd. is a Medical Marijuana Tre...
  • 3/28/2024 12:00:00 AM

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Assistant Manager - Medical Cannabis
  • Ayr Wellness Inc.
  • Englewood, FL
  • **Description** *Position at Liberty Health Sciences* Parker Solutions of Florida, LLC, d/b/a Liberty Health Sciences Fl...
  • 3/28/2024 12:00:00 AM

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Nutrition Services Director
  • Encompass Health
  • Sarasota, FL
  • The Nutrition Services Director plans, directs and coordinates the activities of the Nutrition Service Department for mu...
  • 3/27/2024 12:00:00 AM

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Assistant General Manager - Airport Retail
  • Paradies Na
  • Sarasota, FL
  • ** Assistant General Manager - Airport Retail** **Job Category****:** Retail Management **Requisition Number****:** ASSI...
  • 3/27/2024 12:00:00 AM

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General Manager
  • HMSHOST
  • Sarasota, FL
  • With a career at HMSHost, you really benefit! We offer: Health, dental and vision insurance Generous paid time off (vaca...
  • 3/25/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,588 to $183,807
Sarasota, Florida area prices
were up 1.5% from a year ago

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