Estate Planning Specialist

1 week ago


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

LHH 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 planning information
  • Communicate with multiple parties, including Financial Planning teams, Investment Counselors, and Tax Managers
  • Review documents such as Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements
  • Identify and communicate opportunities to help clients achieve their goals

Requirements:

  • 5+ years of experience in the trust/estate planning field, preferably in complex estates with an understanding of trusts
  • Must have worked as an Attorney, Estate Planner, Law Clerk, Paralegal, or Legal Assistant
  • Salary: $100k-$130k DOE
  • Benefits: Medical, PTO, etc

About LHH:

LHH is a leading provider of legal services, and we are committed to delivering exceptional results for our clients.



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