Description:
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
