estate planner

BayOne Solutions

Seeking a Space Planner (Contract) to deliver occupancy and space planning solutions that support ***’s Americas region real estate portfolio (excluding corporate headquarters). Responsibilities include analyzing space requirements, managing occupancy data, forecasting supply and demand, coordinating Moves, Adds, and Changes (MAC), and supporting hybrid work initiatives. This role is part of the Enterprise Management Resources (EMR) team and reports to the Global Space Planning Manager.
 
Responsibilities: 
<ul>
<li>Provide space and occupancy planning expertise for ***’s Americas locations.</li>
<li>Analyze and evaluate current and future space requirements, considering headcount projections and adjacency needs.</li>
<li>Develop space scenarios, test fits, and utilization studies using IWMS tools and AutoCAD as applicable.</li>
<li>Coordinate and implement MACs, relocations, and restacks with stakeholders and vendors.</li>
<li>Maintain accuracy of space data, occupancy plans, and reporting dashboards.</li>
<li>Deliver regular and ad-hoc occupancy and allocation reports.</li>
<li>Support refinement of space planning standards and workplace strategies.</li>
<li>Partner cross-functionally to ensure projects meet business goals, timelines, and budgets.</li>
</ul>
Qualifications: 
<ul>
<li>Bachelor’s degree in Real Estate, Interior Design, Architecture, or related field preferred.</li>
<li>5-7 years of experience in corporate real estate at a large/global company, including space planning experience.</li>
<li>Proficient in Microsoft Office and Google Workspace.</li>
<li>Working knowledge of IWMS/CAFM tools (e.g., Archibus, TRIRIGA, FM: Systems); AutoCAD proficiency a plus.</li>
<li>Strong analytical and presentation skills with ability to interpret floor plans and data.</li>
<li>Excellent communication, organization, and stakeholder management skills.</li>
<li>Ability to balance tactical execution and strategic problem solving in a fast-paced environment.</li>
</ul>

Space Planner

Fisher Investments

<div>Overview:
<div>
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.</div> 
The Opportunity:<div> 
As an Estate Planning Professional, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients&rsquo; lives. You will report to the Estate Planning Team Leader.</div> 
The Day-to-Day:<ul><li>
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information</li><li>
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers</li><li>
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals</li><li>
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners</li><li>
You will manage daily calls with clients and internal partners</li></ul>
Your Qualifications:<ul><li>
5+ years of experience working in the trust/estate planning field</li><li>
Experience working on complex estates with an understanding of trusts</li><li>
Experience handling sensitive materials and information</li><li>
Experience building credibility and trust in a short amount of time</li></ul>
Why Fisher Investments:<div> 
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:</div><ul><li>
100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>
A 50% 401(k) match, up to the IRS maximum</li><li>
20 days of PTO, plus 10 paid holidays</li><li>
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER</div>

Estate Planning Professional

JLL supports the Whole You, personally and professionally.
 
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and personalized benefits to manage life in and outside of work. Whether you’ve got deep experience in commercial real estate, skilled trades, and technology, or you’re looking to apply your relevant experience to a new industry, we empower you to shape a brighter way forward so you can thrive professionally and personally.
 
About JLL -
 
We’re JLL - a leading professional services and investment management firm specializing in real estate. We shape the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people, and our communities. As a Fortune 500 company, we help real estate owners, occupiers and investors achieve their business ambitions. We have operations in over 80 countries and a global workforce of over 92,000 individuals. We believe a diverse and inclusive culture is one where everyone succeeds. That’s why we’re committed to creating an environment where we all feel welcomed, valued, and empowered to achieve our full potential.
 
Confidence can sometimes hold us back from applying for a job. But we’ll let you in on a secret: there’s no such thing as a “perfect” candidate. JLL is a place where everyone can grow no matter how they identify or what background they bring with them. If you’re a leader of any level or experience and this job description resonates with you, let’s talk.
 
What this job involves: 
As Senior Occupancy Planner, you will be responsible for providing strategic occupancy planning expertise, leveraging a deep understanding of our client’s space supply and demand to develop scenario and occupancy plans for our client's portfolio in a designated region.
 
Fostering relationships
 You'll foster critical relationships between various individuals and organizations, including:
 Corporate Real Estate to review and resolve planning forecast requirements, concerns, and issues,
 Business Unit leadership to collect headcount forecasts and resolve headcount forecast discrepancies between their numbers and those collected at the group level,
 Corporate Finance group to gather top-down headcount and growth projections,
 Project management to review planning strategies that drive construction projects and support the implementation of these projects,
 Move coordination and facility management teams to review and approve moves, develop migration plans, and conduct facility audits, and
 Other members of the occupancy planning team to ensure the development of portfolio strategy plans across separate locations.
 
Driving optimal occupancy planning solutions
 Your primary focus areas for this role will be managing the development of occupancy plans, sequencing group-level and individual moves, and resolving planning issues identified during client planning sessions. You will ensure the alignment of planning with corporate guidelines and that all scenarios maximize the use of space. You will recommend, educate, and enforce space policies/standards, procedures, and protocols, notify the client of customer-requested exceptions, and, as necessary, assist in developing site-specific Planning Strategies with Senior Leadership. You will be a Subject Matter Expert in the client's workplace program and in using data to drive solutions that increase productivity. You will be a leader in the Occupancy Planning and account team, modelling superior client relationship management and strategic thinking.
 
Reporting
 One of your major requirements will be to get familiar with space utilization methods and the presentation of utilization data. Interacting with organizational leadership, you will identify space requirements and prepare and update project status reports on actual versus projected seat demand at the building level. In addition, you will report on current supply and capacity, forecast inventory changes as required, and work with the client to reconcile any discrepancies from top-down projections.
 
Sounds like you? To apply, you need to be: 
Proactive
 Asking the right questions to understand our clients' underlying needs will help you be effective in your role. We will expect you to work independently, multi-task, and manage your time to meet deadlines, as you'll often need to reorganize your daily schedule to deal with your team's changing necessities and requests. We will also look to you to be proactive and innovative in developing solutions with your stakeholders and driving their implementation.
 
Tech-savvy
 You will be successful in the role if you are comfortable using software to support planning solutions and communicate ideas clearly with the planning team and client. This includes having advanced skills in Microsoft Excel (pivot table, vlook-up, cell calculations). In addition, proficiency in Microsoft Office Suite and the ability to consolidate data and floor plans into PowerPoint Presentations and experience with CAFM / IWMS software will be highly valuable.
 
A communication champion
 Excellent communication skills are important – both written and spoken. An individual with strong interpersonal skills, able to understand complex ideas and communicate them to others, and an ability to interact with executive-level external and internal clients will be successful in the role. Most importantly, it would help if you look forward to working as part of a diverse, supportive, and talented team.
 
Dynamic
 Thinking strategically, simplifying the complex, seeing the big picture, and driving results are a few of the role's basic requirements. Moreover, you should thrive on change and have an appetite for risks. We would love your intellectual curiosity towards digital drive, hunger for learning, and urge to meet deadlines.
 
Below are the skills and experience that we are looking for: 
Ability to lead through influence
 Expert level data analytical skills and ability to articulate stories through data
 Attentive to detail and accuracy - particularly numbers and spatial creativity
 Highly organized and demonstrates a high level of performance in project budgeting and scheduling
 A working knowledge of occupancy utilization, office design principles and trends such as the mobile or collaborative workplace is preferred
 A Bachelor's Degree in Real Estate, Finance, Architecture, Design, Construction Management, or related field is preferred
 
What you can expect from us: 
At JLL, we make sure that you become the best version of yourself by helping you realize your full potential in an entrepreneurial and inclusive work environment.
 
Our Total Rewards program reflects our commitment to helping you achieve your career ambitions, recognizing your contributions, investing in your well-being, and providing competitive benefits and pay.
 
We can’t wait to see where your ambitions take you at JLL.
 
Apply today!
 
#LI-ND1
 If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements below. We’re interested in getting to know you and what you bring to the table!
 
Personalized benefits that support personal well-being and growth:
 
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health.
 
About JLL –
 
We’re JLL—a leading professional services and investment management firm specializing in real estate. We have operations in over 80 countries and a workforce of over 102,000 individuals around the world who help real estate owners, occupiers and investors achieve their business ambitions. As a global Fortune 500 company, we also have an inherent responsibility to drive sustainability and corporate social responsibility. That’s why we’re committed to our purpose to shape the future of real estate for a better world. We’re using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people, and our communities.
 
Our core values of teamwork, ethics and excellence are also fundamental to everything we do and we’re honored to be recognized with awards for our success by organizations both globally and locally.
 
Creating a diverse and inclusive culture where we all feel welcomed, valued and empowered to achieve our full potential is important to who we are today and where we’re headed in the future. And we know that unique backgrounds, experiences and perspectives help us think bigger, spark innovation and succeed together.

Senior Occupancy Planner

Aspen Legal Services

Job Summary:Aspen Legal Services is seeking a dedicated and detail-oriented Associate Attorney to join our legal team. The ideal candidate will have strong research and writing skills, the ability to articulate complex legal concepts clearly, proficiency in drafting legal documents, and familiarity with estate planning drafting and litigation. We are located in Sandy UT, but after a probationary period, remote work is an option. Aspen Legal Services requires only 1,560 billable hours per year (approximately 6 hours daily), with a competitive salary range of $85,000 to $130,000.Duties:<ul><li>Assist with estate planning transactional and litigation matters.</li><li>Conduct comprehensive legal research.</li><li>Draft legal documents, including estate planning documents, wills, trusts, pleadings, motions, and briefs, with a high degree of accuracy.</li><li>Review and summarize case files and legal documents to identify key issues.</li><li>Collaborate with clients to gather necessary information for ongoing cases.</li><li>Stay updated on relevant laws and regulations to ensure compliance in all legal matters.</li></ul>Requirements:<ul><li>Juris Doctor (JD) degree from an accredited law school.</li><li>0-10 years of legal experience. At least 2 years is preferred.</li><li>Estate Planning and Litigation experience is essential.</li><li>Must be licensed to practice in the state of Utah.</li></ul>Benefits:<ul><li>Medical &amp; Dental Insurance</li><li>Matching 401(k)</li><li>Paid Time Off</li><li>Student Loan Repayment (SLR) Benefit</li></ul>Job Type: Full-timePay: $85,000.00 - $130,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Experience:<ul><li>Litigation: 1 year (Required)</li><li>Legal: 2 years (Required)</li><li>estate planning : 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li><li>Spanish (Preferred)</li></ul>License/Certification:<ul><li>Utah Bar License (Required)</li></ul>Work Location: Hybrid remote in Sandy, UT 84070

Estate Planning Attorney

United Placement Group

Expand Your Practice with No Out-of-Pocket Costs
 Are you an experienced estate planning attorney ready to take your practice to the next level—without the burden of prospecting, marketing, or back-office management? At Legacy Assurance Plan, we connect you with qualified clients, provide full administrative support, and allow you to focus on what you do best: practicing law and making an impact.
 Why Choose Legacy Assurance Plan?
 With over 40 years of proven success helping tens of thousands of families secure their financial futures, Legacy Assurance Plan offers attorneys a unique opportunity to grow their practice while achieving true work-life balance. You’ll enjoy:
 <ul>
<li>Hybrid Flexibility: Work remotely and meet clients in person as needed—your schedule, your control.</li>
<li>Qualified Client Introductions: Receive warm, no-cost client leads—never pay for marketing or referrals.</li>
<li>Comprehensive Support: Our full-service team handles client communication, document preparation, deed coordination, and delivery logistics.</li>
<li>Professional Growth: Be part of a national network of estate planning professionals with continued business support and training.</li>
</ul>
What You’ll Bring: 
<ul>
<li>JD from an accredited law school</li>
<li>State Bar admission and active good standing</li>
<li>3+ years of experience in estate planning, business formation, or trust and probate work</li>
<li>Commitment to client education and compassionate representation</li>
<li>Familiarity with special needs or Medicaid planning is a plus</li>
<li>Must reside in the state where licensed and maintain an active private practice</li>
</ul>
Join Legacy Assurance Plan
 This is your opportunity to expand your client base, enjoy schedule flexibility, and focus solely on delivering the highest standard of estate planning services—without marketing, overhead, or lead costs.
 If you’re ready to grow your practice and reclaim your time, apply today and discover how Legacy Assurance Plan supports your success while enhancing the lives of your clients.
 
Legacy Assurance Plan
 Helping families protect what matters most for over four decades.

Estate Planning Attorney - Hybrid/Flexible Schedule

The Legacy Elder Law Center

<div>At The Legacy Elder Law Center, we are more than just a law firm &mdash; we are a dedicated team with a shared mission to make a meaningful difference in the lives of seniors, individuals with special needs, and families navigating complex estate and fiduciary matters. Our practice areas include elder law, estate planning, special needs planning, and the resolution of disputes involving trusts, estates, fiduciary duties, and guardianships/conservatorships. 
As a rapidly growing and nationally recognized firm, we offer the resources and reputation of a leading practice while maintaining the supportive, close-knit culture of a smaller team. With our main office in charming downtown Leesburg, Virginia, and a satellite location in Woodbridge, we provide a welcoming and collegial environment where every team member&rsquo;s contributions are valued. 
We take a highly personalized, client-centered approach to the practice of law, and we believe in fostering that same level of care and respect within our team. At The Legacy Elder Law Center, you&rsquo;ll find an opportunity to grow professionally, collaborate with talented colleagues, and be part of a firm that truly values integrity, compassion, and excellence.
Compensation:
$95,000+
Responsibilities:
We are seeking an experienced, full-time attorney with extraordinary compassion and outstanding organizational and communication skills to design, draft, and implement estate and elder law plans, including strategizing and prosecuting ABD Medicaid and VA Aid &amp; Attendance benefits applications, and provide outstanding customer service to clients. 
The Estate and Elder Law Planning Attorney works closely with the firm&rsquo;s managing partner to design estate and asset protection strategies for the firm&rsquo;s clients; works directly with the firm&rsquo;s clients to customize and implement their estate and asset protection plans; oversees a staff of paralegals and support personnel to provide client services including document creation, client retitling recommendations, Medicaid and VA Aid &amp; Attendance applications and estate/trust administration/fiduciary services in our probate department; oversees the operations of the planning department to meet business goals and projections and to empower the planning staff. The Planning Associate positively represents the firm at all times through a success-oriented and professional demeanor. 
This position requires supervision and training of legal assistants and coordination of paralegal hiring. This position requires substantial management time.
Qualifications:
Position Expectations &ndash; The Associate has:<ul><li>
Virginia State Bar admission.Maryland and District Bar admission, a plus.</li><li>
A minimum of two (2) to four (4) years&rsquo; experience in estate planning and/or elder law.</li><li>
A positive attitude and ability to communicate clearly, compassionately, and empathetically with clients and team members.</li><li>
A friendly, courteous, and professional demeanor.</li><li>
A commitment to quality, critical thinking, focus and consistent follow-through with clients and team members.</li><li>
The ability to prioritize, organize and meet deadlines.</li><li>
Is a self-starter and adept at taking directions, exceeding expectations; not happy when things are &ldquo;good enough.&rdquo;</li><li>
Is confident and tenacious, willing to &ldquo;speak truth to power&rdquo; when needed.</li><li>
The ability to anticipate and easily respond to an ever-changing schedule while at the same time working to adhere to the schedule.</li><li>
The ability to exercise diplomacy and discretion.</li><li>
Commitment to effective teamwork and fulfilling role with a sense of humor, gratitude, and patience.</li><li>
Reports to the managing partner but is also expected to coordinate efforts with the Practice Manager.</li></ul>
About Company 
This position is for the individual who seeks the opportunity to take his or her practice to a new level, all within an environment that encourages independence and a great work-life balance.<ul><li>
Salary is commensurate with experience, but comes with a generous bonus structure and time off.</li><li>
We have a very family-friendly environment.</li><li>
Benefits include excellent health insurance (including dental and vision coverage),</li><li>
401(k) participation.</li><li>
Payment of all bar dues and CLE education.</li><li>
Engagement in the community and professional development are encouraged and supported by the firm.</li></ul></div>

Elder Law - Estate Planning Attorney

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