Estate Planning Specialist
Liberty Federal Credit Union · Evansville, IN · 3 mo ago
ManagementFull-time
Key Responsibilities
- Serve as the primary point of contact for clients engaging in estate planning services through the third-party software/platform.
- Guide clients through the estate planning process, including wills, trusts, and related documentation prepared through the platform.
- Oversee the delivery, workflow, and quality of estate planning services provided by the third party software/platform.
- Collaborate with Wealth Advisors to integrate estate planning into comprehensive financial plans.
- Educate clients on estate planning concepts and processes (non-legal, educational guidance only).
- Lead the strategic development and growth of Liberty Wealth Services' estate planning offering.
- Develop and document processes, workflows, and best practices for the estate planning platform.
- Build and manage strong relationships with clients, advisors, and internal partners.
- Act as a liaison between Liberty Wealth Services and the estate planning technology partner.
Qualifications
- Bachelor's degree or equivalent professional experience.
- Minimum 2 years of experience in estate planning support, financial planning, trust services, wealth management, or a related field.
- Strong understanding of estate planning concepts and common planning strategies (wills, trusts, beneficiary planning, powers of attorney, etc).
- Excellent communication, organizational and client-facing skills.
- Ability to manage multiple cases and guide clients through structured planning workflows.
- High attention to detail and comfort working within structured digital platforms and processes.
Preferred Qualifications
- Experience working with estate planning technology platforms (e.g., Wealth.com or similar).
- Background in wealth management, financial planning, trust administration, or private client services.
- Experience helping build or scale a new program, service line, or operational function.
- Familiarity with compliance and regulatory standards in financial services.
Benefits and Compensation
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
About the Role
Liberty Wealth Services is seeking an Estate Planning Specialist to lead and oversee a new estate planning program powered by a third-party technology platform such as Wealth.com. This position will be located at our Burkhardt Office at 1900 Hirschland Road in Evansville, IN.
Skills
- Strong understanding of estate planning concepts and common planning strategies (wills, trusts, beneficiary planning, powers of attorney, etc).
- Excellent communication, organizational and client-facing skills.
- Ability to manage multiple cases and guide clients through structured planning workflows.
- High attention to detail and comfort working within structured digital platforms and processes.
Benefits
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Pay
N/A
Schedule
N/A