Estate Planning Professional

LHH; Plano (TX); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

100% employer-paid medical and dental coverage

401(k) with company match

Generous PTO + paid holidays

Professional, open-office setting

Strong emphasis on teamwork and knowledge sharing

Job summary

LHH is partnering with a national wealth management organization to build its Estate Planning Advisory team. They are seeking a Senior Estate Planning Professional to support high net worth (HNW) and ultra-high net worth (UHNW) clients.

This unique role involves analyzing existing estate planning structures, mentoring team members, and contributing to strategic client education. A JD is required with a preference for advanced tax qualifications.

The position offers a hybrid work model after onboarding with extensive employer-paid benefits and a collaborative culture.

Qualifications

• 10+ years of estate planning experience with HNW/UHNW clients.
• Experience with complex estate planning documents such as wills and trusts.
• Ability to work in a client-facing advisory capacity.

Responsibilities

• Evaluate and analyze clients’ existing estate planning structures.
• Serve as a subject matter expert to internal advisory teams.
• Support development of client education programs.

Skills

Estate planning experience

Client interaction

Drafting estate planning documents

Knowledge of trust structures

Tax planning

Education

JD required (bar admission a plus)

LLM or advanced tax/estate credential preferred

Job description

Work Model: Hybrid (onsite first 90 days, then flexibility)

LHH is partnering with a leading national wealth management organization who is building out its Estate Planning Advisory team and is seeking either a Senior Estate Planning Professional or Estate Planning Professional to support high net worth (HNW) and ultra-high net worth (UHNW) clients.

This is a unique, career-elevating role for experienced estate planning attorneys or advisors who are ready to step away from billable hours and transition into a client-focused, strategic advisory environment.

You’ll work alongside investment and planning professionals to deliver comprehensive estate strategies—focusing on long-term client impact rather than transactional volume.

Why This Role Stands Out

• No billable hour requirements
• Highly collaborative, team-based environment
• Direct exposure to sophisticated UHNW clients
• Long-term advisory focus vs. transactional churn
• Strong internal support and structured workflows

What You’ll Do

• Evaluate and analyze clients’ existing estate planning structures
• Review complex documents, including:
• Wills
• Trusts
• Powers of Attorney
• Buy-sell agreements
• Identify gaps, risks, and optimization opportunities aligned with client goals
• Serve as a subject matter expert to internal advisory teams
• Partner directly with clients to gather information and organize estate documentation
• Support development of client education programs and internal training initiatives
• Contribute to written planning materials and knowledge resources
• Lead and support cross-functional projects from concept through execution
• Mentor and coach junior team members

What We’re Looking For

• JD required (bar admission a plus)
• LLM or advanced tax/estate credential preferred
• 10+ years of estate planning experience
• Extensive experience working with HNW / UHNW clients
• Strong drafting experience across estate planning documents
• Deep knowledge of trust structures, tax planning, and wealth transfer strategies
• Ability to operate in a client-facing, advisory capacity

Technical Experience

• Revocable and irrevocable trusts
• Special needs and blended family planning
• Wills, probate, and estate administration
• Tax and wealth transfer strategies
• Complex gifting strategies
• Real estate considerations within estate structures

Preferred Background

Experience supporting clients in any of the following regions is a strong plus:

• Base salary: (flexible based on experience)
• 100% employer-paid medical and dental coverage (employee + family)
• 401(k) with company match
• Generous PTO + paid holidays
• Hybrid flexibility after onboarding
• Professional, open-office setting (with private meeting space available)
• Highly structured, collaborative culture
• Strong emphasis on teamwork and knowledge sharing

Who This Role Is Perfect For

• Estate planning attorneys seeking to leave billables behind
• Private wealth or trust professionals looking for a more strategic advisory role
• Candidates who enjoy client interaction, complex planning, and long-term relationship building

Next Steps

If you're interested in exploring a more balanced, client-centric approach to estate planning, apply directly or reach out for a confidential discussion.