Estate Planning Consultant

LPL Financial

. Review trusts (revocable and irrevocable), wills, and ancillary documents and break out the information into our deliverable.

Posted 5/8/2026full-timeSan Diego • California, New York, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $83,739 - $139,565 per yearWebsite

About the role

Key responsibilities & impact

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.
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.
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

What you’ll need

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.
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.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

estate planningtrust structuresrevocable trustsancillary documentsflowchartingasset protection strategiesincome tax strategiesestate tax strategiescase managementdocumentation coordination

Soft Skills

attention to detailcollaborationteamworkinterpersonal skillscommunication skillscreative problem-solvingdecision makingmulti-taskingfollow-uppresentation skills