What are the responsibilities and job description for the Estate Planning Professional position at LHH?
LHH is seeking an Senior Estate Planning Professional for our client in Tampa, Florida. Join a highly collaborative, client focused estate planning team advising high net worth and ultra high net worth individuals. This is a non billable role focused on long term client guidance, not transactional volume.
Check out the details below:
- Hybrid schedule after first 90 days onsite
- Salary: $105,000 to $165,000 (based on experience)
- No billable hours | No weekends | No overtime
Key Responsibilities:
- Advise HNW and UHNW clients on sophisticated estate planning strategies
- Draft estate planning documents independently
- Conduct client meetings in person, phone, or virtual
- Assess client goals using structured planning templates
- Provide strategic estate planning recommendations
- Refer clients to outside attorneys when appropriate
- Act as a long term trusted advisor
Qualifications:
- JD required, bar admission a plus; LLM preferred
- 10 years estate planning experience strongly preferred
- Experience working with HNW or UHNW clients
- Ability to independently draft complex documents
- Elder law experience is a plus
Technical Experience:
- Revocable and general trusts
- Blended family planning
- Special needs trusts
- Wills and probate
- Tax planning and complex gift strategies
- Real estate related estate planning matters
Salary : $105,000 - $165,000