Estate Planning Specialist

1 week ago


Greenville, South Carolina, United States HR Talent Partners Full time

About us:

HR Talent Partners is a specialized recruitment agency that connects exceptional professionals with organizations that value excellence.

The Opportunity:

We are currently seeking an Estate Planning Specialist to join our Corporate and Securities Practice Group in North Carolina, with a strong preference for Charlotte. We also consider candidates from South Carolina.

The firm's nationally-recognized Private Wealth team is headquartered in the Carolinas. As an Estate Planning Specialist, you will support a sophisticated practice serving ultra-high net worth clients. You should have at least 3 to 6 years of experience working primarily in estate planning and/or estate administration.

Your key responsibilities will include drafting estate planning documents and probate forms, including accountings required by the probate court. Experience in drafting irrevocable trusts, investment partnerships (LLCs), and advanced transfer strategies is highly desirable. Strong written and oral communication skills are essential.

Candidates must be licensed in North Carolina and/or South Carolina. A LLM in estate planning or tax is preferred.

To apply, submit your application on this page or send your resume, cover letter, and additional information. Please include the job title and location in the subject line for consideration.

Learn more about HR Talent Partners on our LinkedIn profile and Facebook page.



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