*Estate Planning Attorney* Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years ... Our firm strongly encourages open communication between each of the partners and associates. We ...
*Estate Planning Attorney* Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years ... Our firm strongly encourages open communication between each of the partners and associates. We ...
Estate Planning Paralegal
Des Moines, IA · On-site
Associate degree and 3 years of paralegal experience in estate planning, probate administration and trust administration * An equivalent combination of education and paralegal experience may be ...
Quick apply
Estate Planning Paralegal
Des Moines, IA · On-site
Associate degree and 3 years of paralegal experience in estate planning, probate administration and trust administration * An equivalent combination of education and paralegal experience may be ...
Tax & Business Planning Associate (2-3 Years Experience) - Coralville, IA
Coralville, IA · On-site
$120 - $150/hr
We are seeking an Associate to join the Tax & Business Planning department in our Eastern Iowa ... Estate planning, including revocable trusts, irrevocable trusts, gifting strategies, and business ...
Tax & Business Planning Associate (2-3 Years Experience) - Coralville, IA
Coralville, IA · On-site
$120 - $150/hr
We are seeking an Associate to join the Tax & Business Planning department in our Eastern Iowa ... Estate planning, including revocable trusts, irrevocable trusts, gifting strategies, and business ...
We are seeking an Associate to join the Tax & Business Planning department in our Eastern Iowa ... Trust and estate administration * Tax planning and compliance * Formation, governance, and ...
We are seeking an Associate to join the Tax & Business Planning department in our Eastern Iowa ... Trust and estate administration * Tax planning and compliance * Formation, governance, and ...
Legal Assistant - Real Estate
Des Moines, IA · On-site
Associate degree or equivalent combination of education and experience required * 1 year of Legal ... Passion for Real Estate, Estate Planning and Documentation * This position is primarily performed ...
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Legal Assistant - Real Estate
Des Moines, IA · On-site
Associate degree or equivalent combination of education and experience required * 1 year of Legal ... Passion for Real Estate, Estate Planning and Documentation * This position is primarily performed ...
Trust Sales Advisor
$110K - $235K/yr
You will create and lead presentations to external and internal COIs on estate planning techniques ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...
Trust Sales Advisor
$110K - $235K/yr
You will create and lead presentations to external and internal COIs on estate planning techniques ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...
Associate Attorney
Waterloo, IA · On-site +1
$80K/yr
... law services, estate planning, and business litigation representation. The firm provides ... Seeking an ambitious associate attorney with 2-5+ years' experience in civil litigation or workers ...
Associate Attorney
Waterloo, IA · On-site +1
$80K/yr
... law services, estate planning, and business litigation representation. The firm provides ... Seeking an ambitious associate attorney with 2-5+ years' experience in civil litigation or workers ...
Trust Officer Sr
Dubuque, IA · On-site
$117K - $173K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Trust Officer Sr
Dubuque, IA · On-site
$117K - $173K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Trust Officer Sr
$91K - $196K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...
Trust Officer Sr
$91K - $196K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...
Trust Officer
Dubuque, IA · On-site
$81K - $120K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Trust Officer
Dubuque, IA · On-site
$81K - $120K/yr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Trust Officer Sr at UMB Asbury, IA
Asbury, IA · On-site
$83.20 - $131/hr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
Trust Officer Sr at UMB Asbury, IA
Asbury, IA · On-site
$83.20 - $131/hr
One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...
... and estate planning opportunities. * Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content ...
... and estate planning opportunities. * Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content ...
... estate planning opportunities.Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content relevant to ...
Quick apply
... estate planning opportunities.Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content relevant to ...
... and estate planning opportunities. * Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content ...
... and estate planning opportunities. * Create and maintain department resources and reference materials on internal knowledge platforms. Act as a point person for creating and uploading content ...
Senior Director, Wealth Management - Iowa
Ames, IA · On-site
$155K - $180K/yr
... estate planning, portfolio management, and insurance planning. * Evaluates and assigns Advisors ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Senior Director, Wealth Management - Iowa
Ames, IA · On-site
$155K - $180K/yr
... estate planning, portfolio management, and insurance planning. * Evaluates and assigns Advisors ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Senior Director, Wealth Management - Iowa
Coralville, IA · On-site
$155K - $180K/yr
... estate planning, portfolio management, and insurance planning. * Evaluates and assigns Advisors ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Senior Director, Wealth Management - Iowa
Coralville, IA · On-site
$155K - $180K/yr
... estate planning, portfolio management, and insurance planning. * Evaluates and assigns Advisors ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Leasing Consultant
Ames, IA · On-site
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
Ames, IA · On-site
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
Ames, IA · On-site
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
Ames, IA · On-site
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Leasing Consultant
$16.25 - $19/hr
Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...
Estate Planning Associate information
What is an estate planning associate?
Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.
What are some typical challenges faced by estate planning associates when working with clients?
Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.
What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?
To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
What are the most commonly searched types of Estate Planning jobs in Iowa?
The most popular types of Estate Planning jobs in Iowa are:
Estate Planning Attorney
Cedar Rapids, IA
Shuttleworth & Ingersoll PLC •Â
Law Firms • 51 - 200 employees51 - 200 employees
Full-time
Medical, Dental, Vision, Retirement
Re-posted 21 days ago
Job description
*Estate Planning Attorney*
Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years of law firm or equivalent experience to support the firm’s estate planning practice, including estate planning, probate, and trust administration. Candidates should have a strong understanding of Iowa estate and tax law, excellent communication skills, and a client-focused approach. Candidates should have a background in advising clients on estate planning strategies, drafting and reviewing estate planning documents, and representing clients in probate and trust administration matters. Candidates will also be required to collaborate with other attorneys on complex estate, tax, or business succession matters and maintain and grow client relationships. Candidates should possess excellent academic credentials, and have strong writing, analytical, organizational, leadership and communication skills.
*Lateral Attorneys*
Our lateral attorneys can expect to be challenged with a wide variety of sophisticated legal projects. As a collaborative firm, our attorneys find great satisfaction from being an extremely valuable part of a hardworking, close-knit team.
We pride ourselves on having a positive, upbeat working environment for attorneys and staff. Our firm strongly encourages open communication between each of the partners and associates. We believe this open communication gives lateral attorneys a wonderful opportunity to learn from the many experienced attorneys at Shuttleworth & Ingersoll.
Shuttleworth & Ingersoll, PLC is actively accepting inquiries from experienced attorneys (mid-level associates through partner level) looking to relocate and/or grow and expand their practice in a positive and collaborative legal atmosphere. With office locations in Cedar Rapids, Waterloo/Cedar Falls, and Iowa City/Coralville, Shuttleworth is deepening its presence across the state and welcomes applicants looking to practice primarily in the Cedar Valley, Cedar Rapids and Iowa City regions.
As a full-service law firm, Shuttleworth provides lateral attorneys with the resources to serve all facets of their client’s legal requirements, while also providing exceptional opportunities and structure for continued business development.
To express interest, please contact Vince Geis or Brian Bergstrom. _All inquiries will be kept confidential._
*Vince Geis or Brian Bergstrom*
235 6th Street SE
Cedar Rapids, Iowa 52401
Job Type: Full-time
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Vision insurance
Work Location: In person
Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years of law firm or equivalent experience to support the firm’s estate planning practice, including estate planning, probate, and trust administration. Candidates should have a strong understanding of Iowa estate and tax law, excellent communication skills, and a client-focused approach. Candidates should have a background in advising clients on estate planning strategies, drafting and reviewing estate planning documents, and representing clients in probate and trust administration matters. Candidates will also be required to collaborate with other attorneys on complex estate, tax, or business succession matters and maintain and grow client relationships. Candidates should possess excellent academic credentials, and have strong writing, analytical, organizational, leadership and communication skills.
*Lateral Attorneys*
Our lateral attorneys can expect to be challenged with a wide variety of sophisticated legal projects. As a collaborative firm, our attorneys find great satisfaction from being an extremely valuable part of a hardworking, close-knit team.
We pride ourselves on having a positive, upbeat working environment for attorneys and staff. Our firm strongly encourages open communication between each of the partners and associates. We believe this open communication gives lateral attorneys a wonderful opportunity to learn from the many experienced attorneys at Shuttleworth & Ingersoll.
Shuttleworth & Ingersoll, PLC is actively accepting inquiries from experienced attorneys (mid-level associates through partner level) looking to relocate and/or grow and expand their practice in a positive and collaborative legal atmosphere. With office locations in Cedar Rapids, Waterloo/Cedar Falls, and Iowa City/Coralville, Shuttleworth is deepening its presence across the state and welcomes applicants looking to practice primarily in the Cedar Valley, Cedar Rapids and Iowa City regions.
As a full-service law firm, Shuttleworth provides lateral attorneys with the resources to serve all facets of their client’s legal requirements, while also providing exceptional opportunities and structure for continued business development.
To express interest, please contact Vince Geis or Brian Bergstrom. _All inquiries will be kept confidential._
*Vince Geis or Brian Bergstrom*
235 6th Street SE
Cedar Rapids, Iowa 52401
Job Type: Full-time
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Vision insurance
Work Location: In person
About Shuttleworth & Ingersoll, P.L.C.
Sourced by ZipRecruiter
Industry
Law firms
Company size
51 - 200 Employees
Headquarters location
Cedar Rapids, IA, US
Year founded
1854