Estate Planning Advisor — Client-Focused, Hybrid Role

LHH; Camas (WA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Caregiver leave

Fertility support

Backup care

Professional development

Job summary

LHH Recruitment Solutions is partnering with an established organization to hire an Estate Planning Specialist. This role targets an experienced estate planning professional who enjoys helping clients understand complex information outside of a traditional law firm setting.

You will review clients' existing estate plans, identify gaps or risks, and explain planning concepts in clear terms. This position does not involve providing legal advice, and offers strong benefits and a path to

Qualifications

• Five+ years of experience in trust and estate planning (attorney, paralegal, legal assistant, law clerk, or trust professional).
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive information with discretion.

Responsibilities

• Review wills, trusts, powers of attorney, advance directives, buy/sell agreements, and related documents for alignment with client goals.
• Identify gaps, risks, and planning considerations based on documents and assets.
• Explain estate planning concepts in clear, approachable language.
• Coordinate with clients to obtain documents and planning objectives.
• Collaborate with internal partners to support a coordinated client experience.
• Manage daily calls and follow-ups while maintaining confidentiality.

Skills

Estate planning

Communication skills

Attention to detail

Discretion

Job description

LHH Recruitment Solutions is partnering with an established organization to hire an Estate Planning Specialist. This role targets an experienced estate planning professional who enjoys helping clients understand complex information outside of a traditional law firm setting.

You will review clients' existing estate plans, identify gaps or risks, and explain planning concepts in clear terms. This position does not involve providing legal advice, and offers strong benefits and a path to