Estate Planning Professional - Leave the Billable Hour Behind

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

What If You Could Keep the Sophisticated Work and Lose the Billable Hours?

Love estate planning but ready to leave the law-firm lifestyle behind?

Imagine working with high-net-worth clients and complex trusts and estates while eliminating some of the biggest frustrations of private practice:

This opportunity offers experienced trust and estate professionals the chance to move into a collaborative corporate environment where your expertise is valued for the impact you make with clients, not the number of hours you bill.

You'll review sophisticated estate-planning documents, help clients understand their current plans, identify gaps and risks, collaborate with financial and tax professionals, and become a trusted resource for clients navigating important estate-planning decisions.

What makes this one different:

• $90K–$135K base salary + bonus
• Hybrid eligibility after 90 days onsite
• 75 WFH days annually within program guidelines
• 100% employer-paid medical, dental and vision premiums for employees and qualifying dependents
• 20 PTO days + 10 paid holidays
• 401(k) company match
• Meaningful estate-planning work without a billable-hour requirement

Ideal candidates bring 5+ years of trust/estate planning experience

If you've ever thought, I love estate planning. I just don't love law-firm life, this is absolutely worth a confidential conversation.