Estate Planning Consultant

About the role

High-Net-Worth Services is a part of the LPL’s Wealth Management organization, a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses.

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.
• Proposed Estate Planning Strategies – Work with estate planning attorneys to include potential strategies for asset protection, income tax, or estate tax concerns and incorporate their observations.
• Create a new master flowchart depicting what the overall proposed strategies would look like.
• Case Management - Update the status of current cases and ensure all cases are being managed efficiently.
• Communication – 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.
• Core Competencies: Exceptional attention to detail, with a high degree of accuracy in reviewing trust structures, coordinating documentation, and managing follow-through across complex workflows.
• 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.
• Polished 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.

Pay

Pay Range: $83,739.00 - $139,565.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.