Estate Planning Specialist

LHH; Camas (WA); Presencial; USD 100.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) match

Paid time off

Caregiver leave

Fertility support

Backup care

Professional development

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Estate planning

Communication skills

Attention to detail

Discretion

Descripción del empleo

Schedule: Primarily onsite, with potential hybrid flexibility following training

Salary: $100,000-$135,000 + performance bonus

Employment Type: Full-Time

Job Description:

Enjoy estate planning but looking for an opportunity outside of a traditional law firm setting?

LHH Recruitment Solutions is partnering with an established organization to hire an Estate Planning Specialist. This opportunity is ideal for an experienced estate planning attorney, paralegal, or trust professional who enjoys helping clients navigate complex information and is interested in moving away from billable hours.

You'll work directly with clients to review their existing estate plans, understand their goals, and identify potential gaps or risks. Your focus will be on explaining estate planning concepts and helping clients understand considerations and possible next steps. This role does not involve providing legal advice.

Responsibilities:

• Review wills, trusts, powers of attorney, advance directives, buy/sell agreements, and related documents to evaluate alignment with clients' goals
• Identify potential gaps, risks, and planning considerations based on clients' existing documents and asset information
• Explain complex estate planning concepts and strategies in clear, approachable language
• Work directly with clients to gather relevant documents and understand their planning objectives
• Collaborate with internal financial planning, tax, and client service professionals to support a coordinated client experience
• Manage daily calls and follow-up with clients and internal partners while maintaining confidentiality

Qualifications

• At least five years of experience in trust and estate planning, with a background as an attorney, paralegal, legal assistant, law clerk, or trust professional
• Experience working with complex estates and a strong understanding of trusts
• Ability to analyze estate planning documents and identify issues that may affect clients' goals
• Excellent written and verbal communication skills, including comfort with frequent phone conversations
• Strong organizational skills and attention to detail
• Ability to build credibility and trust quickly and handle sensitive information with discretion
• 100% employer-paid medical, dental, and vision premiums for employees and qualifying dependents
• 401(k) retirement plan with a generous employer match
• 20 days of PTO plus 10 paid holidays
• Eight weeks of paid primary caregiver leave
• Fertility, family-forming, and hormonal health assistance
• Backup child, adult, and elder care support
• Learning and professional development opportunities

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers