Senior Estate Planning Professional

Senior Estate Planning Professional at LHH Senior Estate Planning Professional at LHH in Garland, Texas Posted in 8 days ago.

Type:

full-time

Job Description:

A nationally recognized financial institution is hiring a Senior Estate Planning Professional to support ultra?high?net?worth clients ($50M-$100M) . You'll join a team of 12 EP professionals and serve as the SME in client meetings, guiding and educating clients about their estate plans (without giving legal advice).

Key Responsibilities:

• Sit in on client meetings as the estate planning SME
• Review complex estate planning documents (wills, trusts, probate avoidance, generational trusts, SNTs, Medicaid planning, business succession, charitable planning, advanced gifting)
• Gather documents, identify gaps, and help clients understand their planning options
• Draft estate planning documents
• Handle ~13 client cases per week
• Partner with Investment Counselors (like Financial Advisors)

What You Bring:

• 10+ years of complex EP work strongly preferred
• Experience drafting EP documents
• Experience supporting clients with $500K+ net worth (UHNWI experience a plus)
• JD or LLM (active bar not required)
• Bonus backgrounds: Louisiana bar, international estate planning

Work Model & Benefits:

• Initial 90 days 100% onsite; hybrid afterward

Hybrid:

75 WFH days/year (prorated in year 1), max 12/month, no 5-day blocks

• No evenings, no weekends, no billables
• $105-130K base + defined bonus ($25-35K annually)
• 100% employer?paid medical/dental/vision for employee & dependents
• 401(k) match: $1 ? $0.50 up to IRS limit
• 20 PTO days + 10 paid holidays (additional PTO after year 5)
• Open, collaborative workspace with private offices available