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