Estate Planning Professional

1 week ago


Vancouver, Washington, United States LHH Full time
Estate Planning Specialist Opportunity

LHH is seeking a skilled Estate Planning Specialist to join our client's team in Vancouver, WA. This direct hire opportunity offers a unique blend of on-site and remote work, with a focus on estate planning and client relationships.

Key Responsibilities:

  • Collaborate with clients to collect estate and trust documentation, and other pertinent estate planning details.
  • Liaise with the Financial Planning team, Investment Counselors, and Tax Managers to ensure seamless communication.
  • Examine various documents, including Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements.
  • Apply expertise in estate planning to benefit clients and internal partners.
  • Oversee daily communications via calls with clients and internal partners.

Requirements:

  • 5 years of experience in the trust/estate planning sector.
  • Experience as a Paralegal or Attorney.
  • Experience handling complex estates and a solid grasp of trusts.
  • Proficiency in managing confidential materials and information.
  • Proven ability to establish credibility and build trust rapidly.

Benefits:

  • 100% Company-paid Medical, Dental, and Vision Premiums for Employees and their Dependents.
  • A 50% 401(k) match, up to the IRS maximum.
  • 8-week paid Primary Caregiver Parental Leave.
  • Adoption Assistance and Back-up Child Care.
  • Work from Home Capabilities after 6 months of Employment.
  • On-site Food Options.
  • Corporate Discount Program.
  • Learning & Development Opportunities.
  • 20 days of PTO, plus 10 paid holidays.

Apply now for this Estate Planning Specialist position and take the first step towards a rewarding career with LHH.



  • Vancouver, Washington, United States LHH Full time

    Estate Planning Specialist OpportunityLHH is seeking a skilled Estate Planning Specialist to join our team in Vancouver, WA. This direct hire opportunity offers a unique blend of client-facing work and minimal administrative duties. If you excel in estate planning, enjoy building trust with clients, and are passionate about delivering exceptional service,...


  • Vancouver, Washington, United States Windermere Real Estate Full time

    Job DescriptionAt Windermere Real Estate, we are seeking a highly skilled and motivated Real Estate Specialist to join our team. As a key member of our sales team, you will be responsible for marketing listings, providing guidance to clients, and ensuring a seamless transaction process.Key Responsibilities:Market and Promote Property Listings: Utilize your...


  • Vancouver, Washington, United States Jobot Full time

    Job Title: Estate Planning AttorneyWe are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key Responsibilities:Provide comprehensive...


  • Vancouver, Washington, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Estate Planning Attorney to join our dynamic team at Jobot. As an Estate Planning Attorney, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key ResponsibilitiesProvide comprehensive legal advice...


  • Vancouver, Washington, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Estate Planning Attorney to join our dynamic team at Jobot. As an Estate Planning Attorney, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key ResponsibilitiesProvide comprehensive legal advice...


  • Vancouver, Washington, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Estate Planning Attorney to join our dynamic team at Jobot. As a key member of our team, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key ResponsibilitiesProvide comprehensive legal advice on...


  • Vancouver, Washington, United States Jobot Full time

    Amazing Hybrid Remote Role for Estate Planning AttorneyThis is a unique opportunity for a talented Estate Planning Attorney to join our dynamic team at Jobot. As a key member of our team, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key...


  • Vancouver, Washington, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As a key member of our dynamic team, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key...


  • Vancouver, Washington, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As a key member of our dynamic team, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key...


  • Vancouver, Washington, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As a key member of our dynamic team, you will be responsible for providing expert legal advice to our clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key...


  • Vancouver, Washington, United States LHH Full time

    Estate Planning Specialist OpportunityLHH is seeking a skilled Estate Planning Specialist to join one of our clients in Vancouver, WA. The ideal candidate will have 5+ years of experience in Estate Planning and a proven track record of working with high-net worth clients.Key Responsibilities:Gather estate and trust documentation and other relevant estate...


  • Vancouver, Washington, United States LHH Full time

    Role SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at LHH. As a key member of our corporate financial services company, you will play a critical role in analyzing and planning estate strategies for our clients.Key ResponsibilitiesReview and Analyze Client Documents: Utilize your expertise to review legal documents and...


  • Vancouver, Washington, United States Weichert, Realtors Full time

    About Weichert, RealtorsWeichert, Realtors is a leading real estate company that empowers its agents to build a strong, scalable business and achieve top earnings in the industry.Job SummaryWe are seeking a highly motivated and professional real estate salesperson to join our team. As a real estate sales professional, you will be responsible for building a...


  • Vancouver, Washington, United States Vancouver Housing Authority Full time

    Job Title: Chief Real Estate OfficerThis is a key leadership position within the Vancouver Housing Authority, responsible for overseeing the development and implementation of the organization's real estate strategy. The successful candidate will have a proven track record of success in multifamily housing development, with expertise in tax credits and other...


  • Vancouver, Washington, United States NetWorth Realty USA Full time

    Unlock Your Earning PotentialAt NetWorth Realty USA, we're seeking a talented Real Estate Sales and Acquisitions Agent to join our dynamic team. As a key player in our organization, you'll have the opportunity to excel in a fast-paced environment and enjoy unlimited earning potential.About the Role:Develop and maintain a strong network of clients and...

  • Sales Professional

    4 weeks ago


    Vancouver, Washington, United States DOUGLAS RUNYON-District Office Full time

    Job OverviewWe are seeking a highly motivated and results-driven Sales Representative to join our team at Douglas Runyon-District Office in Vancouver, Washington. As a Sales Representative, you will be responsible for promoting our products and services to prospective customers through outbound calls and sales presentations.Key ResponsibilitiesMeet new...


  • Vancouver, Washington, United States WSP Full time

    Urban Planning Internship OpportunityWe are seeking a highly motivated and detail-oriented Urban Planning Intern to join our team at WSP USA. As an intern, you will have the opportunity to gain hands-on experience in urban planning and work alongside our experienced professionals.Responsibilities:Assist with project research, field work, and preliminary...


  • Vancouver, Washington, United States Clark County Full time

    Job SummaryEmployees occupying positions in Clark County are responsible for examining residential and light commercial building plans to ensure that plans, construction, and materials conform to local zoning, building, fire, plumbing, and mechanical codes. Notifying builders and contractors of corrections required is a key aspect of this role.This position...


  • Vancouver, Washington, United States Clark County Full time

    Job SummaryEmployees occupying positions in Clark County are responsible for examining residential and light commercial building plans to ensure that plans, construction, and materials conform to local zoning, building, fire, plumbing, and mechanical codes. Notifying builders and contractors of corrections required is a key aspect of this role.This position...


  • Vancouver, Washington, United States HighView Partners Inc Full time

    About PCRE GroupPCRE Group is a dynamic, privately held real estate developer with a proven track record throughout Western Canada and Washington State. With a history dating back to 2003, the company has been actively developing commercial, retail, and residential real estate. Its principals have been leaders in the industry for over 35 years, with a focus...