Estate Planning Consultant

About the role

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. You'll be part of a growing team dedicated to supporting advisors and institutions in executing their biggest opportunities.

Responsibilities

• Estate Planning Reviews – Review trusts (revocable and irrevocable), wills, and ancillary documents and break out the information into our deliverable.
• Flowchart the existing documents to show what happens at the death of each beneficiary.
• Create a new master flowchart depicting what the overall proposed strategies would look like.
• Work with estate planning attorneys to include potential strategies for asset protection, income tax, or estate tax concerns and incorporate their observations.
• Update the status of current cases and ensure all cases are being managed efficiently.
• Communicate with affiliated advisors and attorneys to ensure their questions are answered and the cases are moving along.

Requirements

• 3+ years’ experience in estate planning.
• Exceptional attention to detail, with a high degree of accuracy in reviewing trust structures, coordinating documentation, and managing follow-through across complex workflows.
• A core understanding of revocable trusts and sub trusts created within them.
• Highly collaborative with experience in servicing the needs of affluent and institutional clients.
• Strong teamwork and interpersonal skills.
• Excellent communication skills, creative problem-solving, and effective decision making.
• Ability to multi-task and follow up.
• Preserved presentation skills and ability to interact with sophisticated clients and advisors.

Preferences

• Certified Paralegal or a Bachelor’s degree.
• Familiarity with Brentmark, Number Cruncher, or other software used for estate tax strategies.