Estate Planning Professional

2 days ago


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

LHH is seeking a skilled Estate Planning Specialist to join our client's team in Plano, TX. This direct hire opportunity offers a unique blend of client-facing work and minimal administrative duties. If you're passionate about estate planning and enjoy collaborating with clients, this role may be the perfect fit.

Key Responsibilities:

  • Collaborate with clients to collect estate and trust documentation, ensuring accurate and comprehensive information.
  • Liaise with the Financial Planning team, Investment Counselors, and Tax Managers to provide seamless support.
  • Examine various documents, including Wills, Trusts, Powers of Attorney, and Living Wills, to apply your expertise in estate planning.
  • Oversee daily communications with clients and internal partners, fostering strong relationships and trust.

Requirements:

  • 5+ years of experience in the trust/estate planning sector.
  • Experience as a Paralegal or Attorney, with a strong grasp of trusts and estate planning principles.
  • 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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