Estate Planning Professional

6 days ago


Plano, Texas, United States LHH Full time
Estate Planning Specialist Opportunity

LHH is seeking an experienced Estate Planning Specialist to join our team in Plano, TX. This direct hire opportunity is fully onsite at our client's office, with the possibility of working one day remotely after a training period. This role is ideal for Attorneys and Paralegals with a strong background in estate planning.

Key Responsibilities:
  • Collaborate with clients to collect estate and trust documentation and other relevant information
  • Liaise with the Financial Planning team, Investment Counselors, and Tax Managers
  • Examine various documents, including Wills, Trusts, Powers of Attorney, and Living Wills
  • Apply expertise in estate planning to benefit clients and internal partners
  • Oversee daily communications 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 understanding 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


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