Estate Planner Jobs in the United States
GPAC
CORP CHRISTI, TX
Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Norman, OK
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. As a Trust Officer, you will be responsible for managing a diverse portfolio of trust accounts, ensuring compliance with regulatory requirements, and delivering exceptional service to clients.
GPAC
Knoxville, TN
Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
GPAC
Green Bay, WI
Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
GPAC
Cheyenne, WY
Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
GPAC
Minneapolis, MN
Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
GPAC
Minneapolis, MN
Ideal candidate: A partner or a sole practitioner/proprieter looking for a platform that offers a vast array of services for your clients, high powered associates, adequate support stuff, autonomy to choose your bill rate, inclusivity, and a lucrative compensation model. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Austin, TX
An established commercial law firm with a highly collegial environment and solid client base across varied practice areas, is currently seeking an Estate Planning & Real Estate Associate Attorney to join their team full-time. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Long Beach, CA
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. The ideal candidate will be a collaborative leader with a proven track record in complex real estate transactions, capital management, and tax strategies.
GPAC
Minneapolis, MN
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner.
GPAC
Albany, NY
A well-established New York law firm with multiple offices in NYC and Albany area are seeking a skilled Real Estate Attorney with experience in Condo Offering Plans and Real Estate Closings. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Orlando, FL
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. This is an excellent career move for a skilled Attorney looking to grow their practice within a thriving firm that values client service, professional excellence, and long-term development.
GPAC
Fort Wayne, IN
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. This is an excellent career move for a skilled Attorney looking to grow their practice within a thriving firm that values client service, professional excellence, and long-term development.
GPAC
Bloomington, IN
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. This is an excellent career move for a skilled Attorney looking to grow their practice within a thriving firm that values client service, professional excellence, and long-term development.
GPAC
Indianapolis, IN
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. This is an excellent career move for a skilled Attorney looking to grow their practice within a thriving firm that values client service, professional excellence, and long-term development.
GPAC
MIDDLE CITY EAST, PA
Our firm, recognized as one of the “Best Places to Work” by the Philadelphia Business Journal (2024) and NJBiz (2023), is a dynamic legal practice known for producing high-quality work in a congenial office atmosphere. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Philadelphia, PA
About Us: Our firm, recognized as one of the “Best Places to Work” by the Philadelphia Business Journal (2024) and NJBiz (2023), is a dynamic legal practice known for producing high-quality work in a congenial office atmosphere. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
GPAC
Minneapolis, MN
A Minneapolis law firm is currently seeking a highly skilled and motivated Commercial Real Estate Attorney with 3 years of experience to handle a variety of complex real estate transactions. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.