Job Details

LHH is seeking a Sr. Estate Planning Professional for our client in Plano. Join a highly collaborative, client focused estate planning team advising high net worth and ultra high net worth individuals. This is a non billable role focused on long term client guidance, not transactional volume.

Check out the details below:

• Hybrid schedule after first 90 days onsite
• Compensation Base: $120,000 to $160,000 (based on experience)
• No billable hours | No weekends | No overtime

Key Responsibilities:

• Perform comprehensive evaluations of clients existing trust and estate structures
• Review a variety of estate planning documents
• Identify potential gaps, structural risks, and optimization opportunities aligned with client goals
• Serve as internal subject-matter expert to Senior Investment Counselors and internal teams
• Respond to estate planning inquiries from clients and internal stakeholders
• Work directly with clients to collect information and organize records needed for estate and trust documentation
• Participate in the creation and implementation of client education programs and training initiatives
• Contribute to written planning materials, client resources, and internal reference tools
• Manage all phases of various projects from envisioning through deployment
• Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency
• Mentor and support team members through coaching and knowledge-sharing
• Travel when needed to support client meetings and client programs

Qualifications:

• Juris Doctorate (J.D.) degree
• Minimum of ten (10) years of experience working in trust/estate planning space.
• Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
• Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences
• Exposure to multistate estate planning considerations, trust structures, and tax strategies.
• Advanced qualitative and analytical reasoning skills
• Ability to analyze various situations and develop creative solutions
• Exceptional attention to detail
• Adaptability in a fast-paced, collaborative team environment
• Strong organizational and prioritization capabilities
• Ability to handle sensitive materials and information with discretion
• Proficient in Microsoft Office software
• Willingness to travel as needed and on demand for in-person client engagements.
• Willingness to host in-person client program events.

Technical Experience:

• Revocable and general trusts
• Blended family planning
• Special needs trusts
• Wills and probate
• Tax planning and complex gift strategies
• Real estate related estate planning matters