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)
A very busy, boutique estate planning and probate law firm in beautiful “lakes country," Minnesota is looking to add a compassionate, relatable attorney with impeccable writing skills and immaculate attention to detail. Work with a laid-back and flexible but meticulous group of professionals to help people plan for incapacity and death. No experience is necessary, but the right candidate will be teachable, dedicated to learning the practice area and passionate about helping people. No billable hour requirement and exceptional work-life balance.
Submit a cover letter, resume, undergrad and law school transcripts, and writing sample to amy@lakeviewestatelaw.com
Job Type: Full-time
Pay: From $85,000.00 per year
Benefits:
Schedule:
Work Location: In person