estate planner

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.
 
We are looking for a Senior Occupancy Planner, to join our Occupancy Planning and Management team.
 
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.
 
We are seeking a Senior Occupancy Planner to join and help our team successfully to manage Strategic occupancy projects, supply, capacity and demand of a building, campus or region portfolio of space for clients.
 
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,
 
Work with 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.
 
Behavioural Competencies
 <ul>
<li>Think Big - Thinks strategically, simplifies the complex, solves complex problems, sees the big picture</li>
<li>Drive Change - Thrives on change, learning agility, intellectually curious, appetite for risks, digital drive</li>
<li>Helps others - Builds relationships, actively collaborates, helps others succeed.</li>
<li>Get it done - Acts decisively, drives results, passion to win, takes ownership, accountable, resilient</li>
<li>Business first - Focuses on customers and clients, business/financial acumen, JLL first</li>
<li>Inspire - Inspire others, creates vision and strategy, energizes others</li>
</ul>
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: 
<ul>
<li>Ability to lead through influence</li>
<li>Expert level data analytical skills and ability to articulate stories through data</li>
<li>Attentive to detail and accuracy - particularly numbers and spatial creativity</li>
<li>Highly organized and demonstrate a high level of performance in project budgeting and scheduling</li>
<li>A working knowledge of occupancy utilization, office design principles and trends such as the mobile or collaborative workplace is preferred</li>
<li>A Bachelor's Degree in Real Estate, Finance, Architecture, Design, Construction Management, or related field is preferred</li>
</ul>
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!
 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.

Director, Occupancy Planning & Management

United Placement Group

Experienced Estate Planning Attorneys: Expand Your Impact—Full Back-Office Support, No Out-of-Pocket Costs
 Are you an estate planning attorney with 2–3 years’ experience, eager to grow your practice in a supportive and professional environment? Legacy Assurance Plan empowers you to focus solely on practicing law and serving clients—while our experienced team handles all the marketing, client service, and administrative details for you.
 At Legacy Assurance Plan, our mission is to deliver real peace of mind through comprehensive estate planning. We match skilled attorneys like you with qualified, ready-to-engage clients and take care of every non-legal aspect of the relationship—so you can advance your expertise and help more families, without overhead or distraction.
 
What We Offer: 
<ul>
<li>Qualified client introductions—no out-of-pocket lead or marketing costs, ever</li>
<li>A dedicated back office: customer service, document handling, deeds, signing coordination, and delivery all managed for you</li>
<li>Reliable weekly compensation and a collaborative team invested in your growth</li>
<li>Flexible scheduling to fit your life and private practice</li>
<li>Tools and resources tailored for your professional development</li>
</ul>
Ideal Candidate: 
<ul>
<li>JD from an accredited law school and state bar membership in good standing</li>
<li>2–3 years of estate planning experience (3–5+ and business formation a plus)</li>
<li>Residency in the state where licensed</li>
<li>Background in special needs or Medicaid planning a plus</li>
<li>Maintains an active private practice and is ready to serve more clients</li>
<li>Space availability to meet clients occasionally</li>
</ul>
Grow your practice and deliver more value—without worrying about marketing, billing, or office logistics. Apply now and experience how Legacy Assurance Plan helps you achieve your professional goals and deliver exceptional results for your clients.

Experienced Estate Planning Attorneys: Grow Your Practice-No Out-of-Pock

Levine Haddad & Gregory, LLC

<div>
 Levine Haddad &amp; Gregory, LLC is a growing Trust and Estate firm located in Union County. We have openings for an Associate in our Estate Planning department. Qualified individuals must possess a strong academic background and capable of drafting and reviewing complex documents. Benefits include Medical, Dental, Vision, 401(k). LLM a plus. Please send resume along with salary requirements to jfullem@lhglaw.com.
</div>

Estate Planning Attorney

Douglass & Runger

<div>If you are interested in applying for this position, please read the instructions at the end of this posting and follow all instructions explicitly.
Do you want to help give clients peace of mind after the death of a loved one by navigating them through the probate process? Do you want to help clients ensure that their deceased loved one's estate is distributed according to the deceased's wishes? Are you the type of person who would enjoy assisting clients in removing a tremendous weight off their shoulders by crafting estate planning documents for their benefit that will remove all anxiety about their futures?
We are an rapidly growing law firm located in Memphis, TN that is on track for aggressive growth, and we need a probate and estate planning attorney to join our team and work directly with the owner and attorneys to support the team and help clients. We are looking for someone committed to creating an amazing client experience and who has the ability to be a calming and comforting presence for clients during a potentially anxious time.
Salary is commensurate with skill and experience and is negotiable. The compensation package includes base salary plus bonus compensation for production and performance. We offer benefits, including health, dental, and vision insurance, as well as disability insurance and life insurance and 401K. We treat our lawyers like adults and as such, we offer unlimited PTO as well. We pay for Continuing Legal Education, Bar Dues, Professional Privilege Taxes and some approved voluntary bar memberships. Personal and professional development are critical to our Firm's success and continued growth, so we offer real opportunities for personal and professional development.
If this exciting opportunity appeals to you, we look forward to reviewing your resume. Please follow these instructions. Prepare a cover letter that explains what you believe are the 3 most important qualities or values for an attorney working with individuals dealing with the repercussions that follow the death of a loved one. Please include your desired compensation range. As a closing sentence please write, &ldquo;I have read the instructions contained in the job posting and have followed the instructions.&rdquo;
You will be prompted to upload your cover letter.
<ul><li>Meeting with potential new clients and conducting consultations for estate planning and probate matters.</li></ul>
<ul><li>Supporting Senior Probate and Estate Planning lawyers in handling various components of their caseload.</li></ul>
<ul><li>Drafting estate planning documents ranging from Powers of Attorney to Revocable and Irrevocable Trusts.</li></ul>
<ul><li>Drafting pleadings for probate estate administration and conservatorship matters.</li></ul>
<ul><li>Appearing in Court as counsel for the Estate on various estate-related hearings.</li></ul>
<ul><li>Advocating for estate beneficiaries when necessary on contested probate estates.</li></ul>
<ul><li>Ensuring that all cases are moving forward within the workflow with a timely resolution.</li></ul>
<ul><li>Working to make client satisfaction a top priority and finding quick resolutions to client complaints and concerns.</li></ul>
Qualifications
<ul><li>We need an attorney who possesses exceptional communication skills and problem-solving skills needed in order to work with all levels of staff and our clients.</li></ul>
<ul><li>We need an attorney with a passion for working with people and who is able to show care and compassion to our clients who are dealing with emotionally difficult circumstances.</li></ul>
<ul><li>You need to be detail-oriented and possess the ability to develop and apply comprehensive planning and organizing strategies to ensure projects are appropriately prioritized and resources are used effectively and efficiently.</li></ul>
<ul><li>You need to be comfortable appearing in Court on a regular basis and show a willingness to learn from senior attorneys.</li></ul>
<ul><li>We need an attorney who will be able to navigate the contested issues that can arise in estates and conservatorship procedures and possess the ability to advocate our clients' position zealously.</li></ul>
<ul><li>You must possess the ability to independently formulate sound decisions and select an effective course of action using available information.</li></ul>
<ul><li>We need an attorney who possesses the ability to craft estate planning documents based upon our client's needs or the ability to learn how to craft estate planning documents on behalf of our clients.</li></ul>
<ul><li>Skills and experience are important and valued, but your personality, character, intelligence, and integrity are also extremely important considerations.</li></ul>
<ul><li>If we can't count on you to show up in court on time, don't apply.</li></ul>
<ul><li>High-maintenance, humorless, self-entitled, or self-important individuals will not succeed in our Firm and need not apply.</li></ul>
<ul><li>We are growing, and you will be called upon to wear many hats. We need someone who does not think that the occasional need to scan your own documents is &ldquo;beneath you.&quot;</li></ul>
Compensation
$70,000.00 - $90,000.00 base compensation (DOE), plus bonus compensation for hitting Firm KPIS.</div>

Associate Attorney - Estate Planning

Hargrove Firm

WHO WE AREHargrove Firm is a local practice with a national footprint that focuses on high-net-worth estate planning. With attorney relationships across the country, it has some of the most innovative and sophisticated estate planning methods available. The Hargrove Firm strives to achieve its clients&rsquo; planning goals while maximizing tax savings for estate taxes and other taxes. The Hargrove Firm is partnering with online estate planning platform NetLaw to provide online Estate planning services for Hargrove Firm clients. Our Firm is expanding, and we are seeking highly qualified individuals ready to hit the ground running.WHO YOU AREIf you&rsquo;re a highly organized, hardworking, and self-motivated professional with extensive Estate Planning, Wills, and Trusts experience looking to grow your career with a creative and growing national enterprise, then we have an exciting opportunity for you! We are looking for ad-hoc Of Counsel Attorneys to create and review tailored estate planning documents and answer client questions using our proprietary platform. The ideal candidate is looking for additional work or to expand their practice, has a great attitude, and is eager to be a part provide excellent customer service.Job Responsibilities:<ul><li>Virtually consult with clients to review their estate plan; provide legal advice and guidance.</li><li>Review documents to ensure sure they are up to date on state requirements.</li><li>Ensure client goals have been met.</li><li>Ability to exercise good judgement when discussing estate plans with clients.</li></ul>Skills and Qualifications<ul><li>Excellent verbal and written communication skills</li><li>Computer skills: Zoom/Webex/Google meet, Microsoft &amp; Google Suite</li><li>Experience as an attorney.</li><li>Basic Understanding of Estate Planning</li></ul>Education &amp; Experience requirements&middot; J.D. Degree required.&middot; Bar Admitted and in good standing.&middot; 3+ years expereince with Estate Planning, Wills, and Trusts&middot; Excellent communications skills.&middot; Attention to detail, solid organizational skills, and ability to prioritize tasks.&middot; Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm&rsquo;s case management system.&middot; Ability to anticipate the client&rsquo;s needs and the firm&rsquo;s needs to avoid surprises and unpreparedness for anyone.Payment &amp; Benefits&middot; Of Counsel attorneys are paid a fee of $200.00 per engagement&middot; Opportunities to receive referral bonuses available&middot; Free Access to Estate Planning Platform&middot; This position is not eligible for benefits or overtimeJob Types: Part-time, ContractPay: $200.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Remote

Of Counsel Attorney - ESTATE PLANNING EXP REQUIRED

Simpson Law Firm

<div>Simpson Law Firm is seeking an experienced, business-minded Estate/Trust Administration Attorney to join our team in our Fort Mill, SC, and Charlotte, NC offices. If you thrive on hard work, enjoy the challenge of overseeing legal work, growing a team, and building a thriving practice area while being compensated for your success, this role could be an excellent match for you. 
As one of the fastest-growing Estate and Elder Law Firms in the Carolinas, Simpson Law Firm prides itself on delivering exceptional client service, inspired by the &quot;Chick-fil-A style&quot; of putting clients first. We&rsquo;re looking for an attorney licensed in South Carolina (North Carolina licensure is a plus) who shares our dedication to client care and can help propel our firm to the next level. 
What We&rsquo;re Looking For
Candidates must have a minimum of 5-10 years of experience practicing law, with a minimum of 3 years in estate and trust administration. In addition to strong legal acumen, the ideal candidate will have proven leadership and management skills to oversee paralegals across multiple locations. You will play a key role in fostering a positive team environment focused on growth and excellence. 
Compensation and Benefits:<ul><li>
Salary and Bonus: Compensation between $145,000 - $225,000 (includes base + bonus), depending on experience and performance.</li><li>
Benefits: Paid Time Off, Paid Holidays, Health Insurance, and Matching 401(k).</li><li>
Estate Planning Perks: Enjoy assistance with creating your own estate planning documents.</li><li>
Signing Bonus</li><li>
Relocation: Relocation assistance is available for exceptional candidates who are currently licensed to practice law in South Carolina.</li></ul> 
Location:
You will primarily work from our Fort Mill office, but may on occasion work from our Charlotte (Ballantyne) location. After six (6) months of proven performance, this position may transition to a hybrid schedule (in office and work from home). You may occasionally attend networking groups, seminars, or community events, some of which could take place during evening or weekend hours. 
Our Hiring Process: Join a team that values hard work, positivity, and a friendly atmosphere. We are committed to finding individuals who align with our dynamic office culture. Our engaging hiring process is designed to find not just a candidate, but a future team member who will thrive and grow with us. It includes the following steps:<ul><li>
Email your resume AND a personalized cover letter to careers@simpsonestatelaw.com. Please note that only qualified candidates who follow these instructions will be considered for the position.</li><li>
Interview with HR and Estate Administration Director (via Zoom or In Person).</li><li>
Take strengths assessments.</li><li>
Final interview with the Firm Owner (In Person).</li><li>
Provide references from business associates.</li><li>
Receive an offer if selected.</li></ul>
Are you excited to be part of our amazing team and ready to take the next step in your career?
Compensation:
$145,000 - $225,000 yearly
Responsibilities:<ul><li>
Oversee client matters and files within the Estate Administration Department, ensuring quality assurance and compliance with state laws.</li><li>
Provide leadership and support to paralegals and other team members to deliver A+ customer service that exceeds client expectations.</li><li>
Manage guardianship cases (non-contested) as part of the department&rsquo;s services.</li><li>
Cultivate and maintain excellent relationships with referral sources and current clients to generate ongoing business and create &quot;raving fans.&quot;</li><li>
Optimize and enhance current processes to ensure the team operates with maximum efficiency across the Carolinas.</li><li>
Model exceptional organizational skills and ensure adherence to firm processes by all team members.</li></ul>
Qualifications:<ul><li>
Licensed to practice law in South Carolina (North Carolina licensure is a bonus).</li><li>
Proficiency in Word and Excel; familiarity with legal software such as OneDrive, Trello, Clio, or Lawmatics is a plus.</li><li>
Strong ability to manage multiple databases and learn new software programs as needed.</li><li>
Positive, friendly attitude with a commitment to a drama-free, collaborative work environment.</li></ul>
About Company 
We&rsquo;re a fast-growing, drama-free law firm with a vibrant team that lives by our core values: Integrity, Kindness, Excellence, A-Player, and Fun.
Our mission is to improve lives by helping families plan for and protect what matters most.
If you&rsquo;re ready to grow professionally, make a real impact, and love where you work, come be part of something extraordinary at Simpson Law Firm.</div>

Mannor Law Group

<div>Our passionate law firm is looking for an experienced attorney who is ready to help our firm grow. You will work closely with clients to develop personalized estate plans that meet their objectives and ensure their assets are protected and distributed according to their wishes. If you can lead the way with excellent research and writing skills, easily use today&rsquo;s technology, and communicate effectively across all levels, we would love to connect! The ideal candidate should possess strong follow-through skills, good judgment, and excellent communication abilities. They must be adept at building and maintaining relationships with clients and their families. We are seeking someone who thrives in a team-oriented environment.
Essential Duties and Responsibilities*<ul><li>
Draft a variety of legal documents, including wills, trusts, and ancillary documents, utilizing firm templates and designated software</li><li>
Work with clients to review legal documents and offer comprehensive feedback and analysis to ensure the effectiveness of their estate plans</li><li>
Supervise administration of decedent&rsquo;s estates and/or trust administration providing guidance and direction on all aspects of administration.</li><li>
Work to make client satisfaction a top priority, finding a quick resolution to client complaints and concerns</li><li>
Represent the firm in the community by participating on boards, committees, and other community groups, when appropriate</li><li>
Collaborate and verify the accuracy and completeness of legal documents drafted by staff</li><li>
Work efficiently and make recommendations to improve processes and be well organized to ensure clients&rsquo; files move smoothly through the office</li><li>
Conduct review meetings with clients to ensure their estate planning documents align with their initial goals and objectives.</li></ul>
Compensation: $85,000+ based on experience 
Qualifications<ul><li>
3-5 years&rsquo; experience in estate planning, estate administration, and/or elder law is required.</li><li>
Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of Michigan.</li></ul><ul><li>
Decision-making, problem-solving, interpersonal skills, and communication skills are a must</li><li>
Ability to effectively use various software&rsquo;s and platforms for productivity and quality standards.</li><li>
Proficiency with Microsoft Office suite is necessary</li></ul> 
Why Join Us? 
 
We&rsquo;re more than just an office &ndash; we&rsquo;re a team that values positivity, collaboration, and growth. Here, you&rsquo;ll find a supportive culture where your ideas matter, your leadership is celebrated, and your career can thrive. Plus, you&rsquo;ll get to work on impactful projects, grow professionally, and make a real difference every day. 
 
Mannor Law Group is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. 

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Search 4147+ Estate planner jobs near you this November. New roles added regularly across leading industries. Apply today.

4147 estate planner jobs NEAR_ME

Director, Occupancy Planning & Management

Experienced Estate Planning Attorneys: Grow Your Practice-No Out-of-Pock

Estate Planning Attorney

Associate Attorney - Estate Planning

Of Counsel Attorney - ESTATE PLANNING EXP REQUIRED

Estate Planning Attorney

Associate Attorney - Estate Planning