Estate Planning Director jobs in Rhode Island
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)
Recently Added Estate Planning Director jobs
Estate Planning & Elder Law Associate Attorney
- Better Talent
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East Greenwich, RI
FULL_TIME
-
Company Overview
At McCarthy Law, located in the heart of East Greenwich, Rhode Island, we are not just attorneys—we have the privilege of providing our clients with peace of mind. Specializing in Estate Planning, Elder Law, and Residential Real Estate Transactions, we pride ourselves on prioritizing our clients’ needs above all else. Whether crafting an estate plan to secure a family's future, navigating elder care decisions, or managing real estate transactions, our team offers expert guidance and unwavering support.
Why Join The Team At McCarthy Law?- Client-Centered Service: We put our clients first, ensuring they feel heard, understood, and valued throughout their legal journey.
- Supportive Environment: Our firm fosters an atmosphere where team members and clients feel like one of the family.
- Rapid Growth: As a small but rapidly expanding firm, we offer our team ample growth opportunities and are committed to their professional development.
As an Estate Planning & Elder Law Associate Attorney at McCarthy Law, your unique blend of expertise and empathy will pave the way for incredible success. This is a rare opportunity to make a real difference in the lives of our clients, offering them personalized solutions that meet their specific needs. That means you will be responsible for the entire client engagement process, from initial consultations through to the final implementation of their estate plans. This includes providing expert advice on wills, trusts, powers of attorney, and healthcare directives alongside more complex elder law issues such as Medicaid planning and long-term care arrangements.
This role is designed for you if you’re a self-confident and experienced attorney with the ability to manage a comprehensive caseload while having the freedom to work independently.
Apply today if you are eager to face challenges head-on, excel in a supportive, relationship-driven environment, and benefit from our comprehensive compensation package.
Responsibilities- Oversee all aspects of Estate Planning and Elder Law practice areas, including managing workflow and handling probate and estate administration proceedings.
- Conduct client consultations and provide expert legal advice on estate planning, elder law issues, and healthcare directives tailored to client goals and needs.
- Perform legal research and draft detailed legal documents, staying current with relevant laws and regulations to ensure high-quality, organized, and timely delivery.
- Maintain regular communication and build strong relationships with clients, addressing their concerns with knowledge and compassion and ensuring their needs are met with integrity.
- Cultivate relationships with referral sources and community organizations, participate in networking, business development activities, and public speaking engagements.
- Utilize specialized Estate Planning software, such as Wealth Counsel and Adapt, to ensure efficient case management and documentation.
- Track and manage billable hours meticulously to meet all aspects of client and case management effectively.
- Must hold an active law license in Rhode Island, with 3 years of experience in Estate Planning and Elder Law; additional licensure in MA, CT, or FL preferred.
- Must have established referral sources to hit the ground running
- Strong understanding of Estate Planning principles, Probate procedures, Elder Law, Medicaid applications, and Asset Protection Planning.
- Demonstrated ability to manage complex cases successfully
- Excellent organizational, time management, problem-solving, and public speaking skills, with a capacity to work well under pressure.
- Excellent communication and client service skills, with the ability to empathize and maintain professionalism.
- Ability to work effectively both independently and as part of a team, with minimal supervision required.
- Highly motivated with a desire to engage in personal development, contribute to firm growth, and lead with empathy and compassion.
Annual Salary: $125,000 - $175,000 based on experience and bonus potential
Bonus: Bonus incentives are based on performance and business development contributions
Benefits- Paid time off, such as PTO, sick days, and vacation days
- Health insurance
- Life insurance
- Dental insurance
- Retirement benefits or accounts
- Long-term disability insurance
- Workplace perks such as recreation activities, food and coffee, and flexible work schedules
- 8 Days Ago
Corporate LawyerSenior Paralegal (Estate Planning, Corporate or Real Estate)
- Mack Law Associates
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Providence, RI
FULL_TIME
- The Corporate Lawyer or Senior Paralegal is responsible for providing a broad range of legal services for Mack Law Associates LLC, a business law firm specializing in corporate, finance, real estate a...
- 23 Days Ago
Real Estate Agent
- Cooperative Real Estate Professionals
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Lincoln, RI
PART_TIME
- Company Description Cooperative Real Estate Professionals specializes in real estate excellence, offering top-tier services to unlock your property dreams. We are located in Lincoln, RI and have a str...
- 23 Days Ago
Planning Intern
- AECOM
-
Providence, RI
INTERN
- **Company Description** **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transf...
- 13 Days Ago
Leasing Professional
- Picerne Real Estate Group
-
Warwick, RI
FULL_TIME
- GET READY...GET SET...LEASE! LEASING PROFESSIONAL FOR APARTMENT COMMUNITIES IN WARWICK/CRANSTON, RIOPPORTUNITY:Picerne Real Estate Group is recruiting high-energy, success-driven individuals to join o...
- 2 Days Ago
Maintenance Technician
- Picerne Real Estate Group
-
Warwick, RI
FULL_TIME
- Picerne Real Estate Group has been building and managing properties on a continuing basis since 1925. With 3 generations of Picerne leadership providing continued growth on a national stage, pride of ...
- 3 Days Ago
Estate Planning Director jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$135,968 to $202,220
Most Popular Cities in Rhode Island for Estate Planning Director Jobs
What does an Estate Planning Director do?
Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020