What are the responsibilities and job description for the Estate Planning Attorney position at LHH?
Position Title: Estate Planning Specialist
Locations: Plano, TX
Client facing professional role so first 6 months in office M-F full time, after 6 months: 75 days a year to use from work from home
Reporting to: Estate Planning Team Leader
Base Salary: $100,000 - $130,000 per year (DOE)
Responsibilities:
- Collaborate with high-net-worth clients to collect estate and trust documentation and pertinent planning information.
- Liaise with the Financial Planning team, Investment Counselors, and Tax Managers to ensure comprehensive estate planning strategies.
- Review and analyze various legal documents including Wills, Trusts, Powers of Attorney, and Living Wills to identify opportunities for enhancing clients' estate plans.
- Educate clients and internal stakeholders on estate planning concepts, strategies, and implications.
- Conduct daily calls with clients and internal partners to address inquiries and provide expert guidance.
Qualifications:
- 5 years of experience in the trust/estate planning field.
- Proficiency in handling complex estates and trusts.
- Demonstrated ability to handle sensitive information with discretion and integrity.
- Strong interpersonal skills with the ability to establish credibility and trust quickly.
- Excellent written and verbal communication skills.
Selling points:
- No billable hours
- No selling
- No building a book of business or
- No admin work
- They will pay for CLE’s
Benefits:
- Competitive base salary with eligibility for a discretionary bonus based on performance.
- Comprehensive benefits package including 100% paid medical, dental, and vision premiums for you and your dependents.
- 50% 401(k) match up to the IRS maximum.
- Generous PTO policy including 4 weeks of PTO plus 10 paid holidays.
- Family support programs such as Paid Primary Caregiver leave, adoption assistance, and back-up child care.
Salary : $100,000 - $130,000
