Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies. Manage complex estates, including those involving business interests, charitable giving and multi-generational planning.
Numbers & Facts
Location
Springfield, NJ
Job Type
Full-time
Salary
$80,000–$150,000 Per Year
Description
Benefits:
401(k)
Free food & snacks
Paid time off
Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background.
Qualifications
Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
Demonstrate expertise in drafting and implementing estate planning documents
Understanding of estate, gift and generation-skipping transfer tax laws
Excellent communication, negotiation and problem-solving skills
Benefits
Medical, Dental and Vision Insurance
Summer Fridays
401(k)
8+ holidays and discretionary time off structure
17 personal days per year (vacation, sick or otherwise)
Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.
Responsibilities
Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
Draft, review and revise estate planning documents tailored to individual client needs
Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
Stay current with federal and state laws impacting estate planning, probate and tax matters
Foster trust and rapport with clients through clear communication, confidentiality and responsive service