Estate Planning Specialist

First Liberty Corp; Evansville (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Holidays

Paid Time Off

Medical, Dental and Vision Insurance

401(k) with matching funds

Tuition Reimbursement Program

Job summary

A financial services company in Evansville, IN is seeking an Estate Planning Specialist to lead a new estate planning program utilizing third-party technology. The role involves guiding clients through the estate planning process, overseeing service delivery, and collaborating with wealth advisors. Candidates should have a bachelor's degree and at least 2 years of relevant experience. The company offers benefits including medical insurance, paid time off, and a retirement program.

Qualifications

• Minimum 2 years of experience in estate planning support or related field.
• Strong understanding of wills, trusts, and estate planning strategies.
• High attention to detail and comfort with digital platforms.

Responsibilities

• Serve as the primary point of contact for estate planning services.
• Guide clients through the estate planning process, including documentation.
• Oversee the delivery and quality of estate planning services.

Skills

Estate planning concepts

Client management

Communication skills

Organizational skills

Education

Bachelor's degree or equivalent professional experience

Tools

Estate planning technology platforms

Job description

Liberty FCU is a full-service credit union committed to providing exceptional financial services and personalized solutions to its members. Our Wealth Services team integrates investment, insurance and planning strategies to help members achieve their financial goals. Liberty Wealth Services is seeking an Estate Planning Specialist to lead and oversee a new estate planning program powered by a third‑party technology platform such as Wealth.com. The position will be located at the Burkhardt Office at 1900 Hirschland Road in Evansville, IN. This is an exciting opportunity to launch and grow a brand‑new sub‑department focused on estate planning.

Key Responsibilities

• Serve as the primary point of contact for clients engaging in estate planning services through the third‑party software/platform.
• Guide clients through the estate planning process, including wills, trusts, and related documentation prepared through the platform.
• Oversee the delivery, workflow, and quality of estate planning services provided by the third‑party software/platform.
• Collaborate with Wealth Advisors to integrate estate planning into comprehensive financial plans.
• Educate clients on estate planning concepts and processes (non-legal, educational guidance only).
• Lead the strategic development and growth of Liberty Wealth Services' estate planning offering.
• Develop and document processes, workflows, and best practices for the estate planning platform.
• Build and manage strong relationships with clients, advisors, and internal partners.
• Act as a liaison between Liberty Wealth Services and the estate planning technology partner.

Requirements

• Bachelor's degree or equivalent professional experience.
• Minimum 2 years of experience in estate planning support, financial planning, trust services, wealth management, or a related field.
• Strong understanding of estate planning concepts and common planning strategies (wills, trusts, beneficiary planning, powers of attorney, etc).
• Excellent communication, organizational and client-facing skills.
• Ability to manage multiple cases and guide clients through structured planning workflows.
• High attention to detail and comfort working within structured digital platforms and processes.

Preferred Qualifications

• Experience working with estate planning technology platforms (e.g., Wealth.com or similar).
• Background in wealth management, financial planning, trust administration, or private client services.
• Experience helping build or scale a new program, service line, or operational function.
• Familiarity with compliance and regulatory standards in financial services.

Benefits and Compensation

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching fundsEmployer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.