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About the Role
The Estate Planning Consultant serves as a dedicated resource within the High-Net-Worth Services Team, collaborating with estate planning attorneys to review client documents, summarize structures, and propose strategies for affluent clients.
Responsibilities
- Review trusts, wills, and ancillary documents to create detailed deliverables.
- Flowchart existing documents to illustrate outcomes upon beneficiary death.
- Collaborate with estate planning attorneys to develop strategies for asset protection and tax concerns.
- Create master flowcharts depicting proposed estate planning strategies.
- Manage case status and ensure efficient workflow progression.
- Communicate with affiliated advisors and attorneys to address inquiries and maintain case momentum.
Requirements
- 3+ years of experience in estate planning.
- Exceptional attention to detail and accuracy in reviewing trust structures.
- Core understanding of revocable trusts and sub-trusts.
- Experience servicing the needs of affluent and institutional clients.
- Strong teamwork and interpersonal skills.
- Excellent communication, creative problem-solving, and decision-making abilities.
- Ability to multi-task and follow up effectively.
- Polished presentation skills for interacting with sophisticated clients and advisors.
Skills
- Estate planning
- Trust and will review
- Flowcharting
- Case management
- Client communication
- Brentmark
- Number Cruncher
Experience Level
- 3+ years
Education Level
- Certified Paralegal
- Bachelor’s degree
Salary/Compensations
- $83,739.00 - $139,565.00
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
About the Company
- LPL Financial Holdings Inc. (Nasdaq: LPLA) is a fast-growing wealth management firm in the U.S.
- Supports over 32,000 financial advisors and 1,100 financial institutions.
- Services and custodies approximately $2.3 trillion in brokerage and advisory assets.
- Provides advisor affiliation models, investment solutions, fintech tools, and practice management services.
Equal Opportunity
- EOE