Estate Planning professional
- Camas, WA, United States
$90,000 to $160,000 USD / year
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Job details
- Pay
- $90,000 to $160,000 USD / year
- Apply by
- Experience
- 5+ years of experience in trusts & estates or estate planning
- Posting language
- English
- Posted
Original job description
Estate Planning Professional
Camas, WA (Hybrid after initial 90-day onsite period)
Direct Hire
$90K-$135K Base + Bonus
LHH is recruiting for a unique Estate Planning Professional opportunity in Camas, WA, ideal for an experienced trusts & estates professional who enjoys working directly with clients but is interested in stepping outside of the traditional law firm environment.
Why this opportunity stands out:
- No billable hours
- No weekend work
- No overtime
- Direct client interaction
- Competitive base salary + bonus structure
- Excellent benefits
- Hybrid flexibility after the initial onsite period
What You???ll Do:
- Work directly with high-net-worth clients
- Review wills, trusts, powers of attorney, living wills, buy/sell agreements, and related estate planning documents
- Evaluate client goals, assets, and existing estate plans
- Help clients understand estate planning concepts and considerations
- Identify potential gaps or risks in existing plans
- Collaborate with financial planning, investment, and tax professionals
- Serve as a trusted estate planning resource for clients and internal partners
What We???re Looking For:
- 5+ years of experience in trusts & estates or estate planning
- Experience working with complex estates and trusts
- Background may include experience as an attorney, estate planner, law clerk, paralegal, legal assistant, or comparable estate planning professional
- Strong client-facing and relationship-building skills
- Ability to handle sensitive and confidential information
Compensation & Benefits:
- Approx. $130K???$165K total compensation
- 100% employer-paid medical and dental premiums for employees and qualifying dependents
- 401(k) with company match
- 20 PTO days + 10 paid holidays
- Up to 75 WFH days annually once eligible under the hybrid program
- Relocation assistance may be available for qualifying out-of-state hires
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Pay Details: $90,000.00 to $160,000.00 per year
Search managed by: Ariel Dunlap
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
More about this job
Skills
- Financial planning
- Paralegal
- Relationship building