Senior Estate Planning Advisor for UHNW Clients

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

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.