Estate Planning Professional

4 days ago


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

LHH is seeking a skilled 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 extensive experience in estate planning.

Key Responsibilities:
  • Collaborate with clients to collect estate and trust documentation and other relevant estate planning information.
  • 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.


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