Estate Planning Coordinator — Client & Attorney Liaison

Wall Street Alliance Group; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Licensing support

Mentorship program

Job summary

Wall Street Alliance Group seeks an Estate Planning Coordinator to manage client wills and trust planning end-to-end. You will coordinate among clients, attorneys, financial advisors, and our operations team to move cases forward, gather required information, and ensure timely signatures and funding.

The role emphasizes ownership, critical thinking, and professional communication. It offers licensing support and a team-oriented environment focused on growth in wealth planning.

Qualifications

• Exceptional organizational skills and strong attention to detail.
• Ability to multitask and manage multiple client cases, deadlines, and follow-ups.
• Self-motivated and accountable, with the ability to work independently.
• Clear written and verbal communication skills.
• Patience and professionalism when guiding clients through unfamiliar or sensitive matters.
• Willingness to learn about wills, revocable and irrevocable trusts, estate planning terminology, and trust funding procedures.
• Experience in client service, financial services, legal administration, or project coordination is helpful.

Responsibilities

• Own the process from A to Z: coordinate each case from attorney onboarding through document completion and funding.
• Onboard new clients with the attorney, coordinate introductions, and help gather information and documents.
• Schedule meetings among clients, attorneys, and financial advisors, including consultations and signing appointments.
• Attend draft reviews and funding calls, document action items, and track responsibilities and deadlines.
• Follow up with clients after attorney meetings to address outstanding questions and signatures.
• Coordinate document signing and execution logistics per attorney instructions.
• Work with operations to ensure trust funding and asset transfers.
• Track funding progress and confirm completion with responsible parties.
• Maintain accurate client records and case status updates in the CRM.
• Identify delays and resolve obstacles to prevent dropped tasks.
• Coordinate feedback and plan next steps with advisors when cases stall.
• Keep advisors informed of progress and issues needing involvement.
• Learn new technology to improve workflows and reminders.

Skills

Organizational skills

Attention to detail

Multitasking

Independent work

Clear communication

Critical thinking

Willingness to learn

Client service

Professionalism

Tools

CRM systems

Scheduling platforms

Job description

Wall Street Alliance Group seeks an Estate Planning Coordinator to manage client wills and trust planning end-to-end. You will coordinate among clients, attorneys, financial advisors, and our operations team to move cases forward, gather required information, and ensure timely signatures and funding.

The role emphasizes ownership, critical thinking, and professional communication. It offers licensing support and a team-oriented environment focused on growth in wealth planning.