Estate Planning Pro - High-Impact Hybrid With Top Benefits

LHH; Plano (TX); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Bonus

Hybrid work after 90 days

75 WFH days annually

100% employer-paid medical, dental, &_

Job summary

LHH is seeking an experienced trust and estate planning professional for a corporate role that eliminates the billable-hour pressure. You will review complex estate-planning documents, help clients understand their current plans, and identify gaps and risks while collaborating with financial and tax professionals to guide decisions.

Ideal candidates bring 5+ years in trust/estate planning. The role offers a base salary of $90K–$135K with bonus, hybrid eligibility after 90 days onsite, 75 WFH

Qualifications

• 5+ years of trust/estate planning experience.

Responsibilities

• Review sophisticated estate-planning documents.
• Help clients understand their current plans.
• Identify gaps and risks in estate plans.
• Collaborate with financial and tax professionals.
• Be a trusted resource for clients navigating important estate-planning decisions.

Skills

Trust/estate planning

Job description

LHH is seeking an experienced trust and estate planning professional for a corporate role that eliminates the billable-hour pressure. You will review complex estate-planning documents, help clients understand their current plans, and identify gaps and risks while collaborating with financial and tax professionals to guide decisions.

Ideal candidates bring 5+ years in trust/estate planning. The role offers a base salary of $90K–$135K with bonus, hybrid eligibility after 90 days onsite, 75 WFH