Estate Planning Professional - Plano Job at LHH US, Plano, TX

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  • LHH US
  • Plano, TX

Job Description

Job Description

Job Description

The Opportunity

We're seeking an Estate Planning Professional with a Juris Doctor to work directly with existing high-net-worth clients , helping them understand their current estate plans and identify next steps to achieve their planning goals. While you won't provide legal advice, you'll evaluate estate documents and assets, identify gaps or risks, and educate clients on estate planning concepts and options . This role makes a meaningful impact on clients' lives and reports to the Estate Planning Team Leader.

Benefits

Salary range: $100,000-$130,000 DOE

100% paid medical, dental, and vision premiums for you and eligible dependents

401(k) match at 50% up to the IRS maximum

20 days PTO plus 10 paid holidays

• Family support programs, including paid caregiver leave, fertility and family-forming benefits, and backup care

Hybrid work model with a bank of 75 remote days annually (after initial onsite training)

• Free parking

Requirements

Juris Doctor is required

5-10 years of experience in trust and estate planning

• Experience working with complex estates and trusts

• Strong relationship-building skills and ability to quickly establish credibility

Responsibilities

Work directly with high-net-worth clients to gather estate and trust documentation

Collaborate with financial planners, investment counselors, and tax professionals

Review estate planning documents (wills, trusts, powers of attorney, buy-sell agreements, etc.)

Identify and communicate planning gaps, risks, and opportunities

• Manage daily calls with clients and internal partners

• Serve as a subject matter resource on estate planning concepts

If you meet the requirements and have the experience, please apply or contact me directly at jamie.stone@lhh.com

Pay Details: $100,000.00 to $130,000.00 per year

Search managed by: Jamie Stone

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

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
  • San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Tags

Local area, Remote work

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