Estate Planning Specialist

Estate Planning Specialist

Recruiting Partner: Pathway Talent Partners
Location: Eau Claire, WI
Compensation: $160-220K base + bonus

Pathway Talent Partners is recruiting an Estate Planning Specialist on behalf of a well-established, independent wealth management firm with a national client base. This firm has a multi-decade history of delivering comprehensive wealth management, consulting, and planning services to high-net-worth individuals, families, business owners, retirement plans, and foundations.

The Estate Planning Specialist will play a critical role in supporting advisors and clients by developing estate and business succession strategies, conducting research, reviewing planning documents, and coordinating with external legal professionals. This role is ideal for an estate planning professional who enjoys technical work, collaboration, and client education—without providing legal advice.

Note: This position does not involve the practice of law. The firm is not a law firm and does not provide legal advice.

Position Summary

The Estate Planning Specialist partners closely with Wealth Advisors to help clients understand estate planning and business succession strategies and to navigate the planning process with their outside legal teams. Internally, this role serves as a key resource for estate-related matters including beneficiary designations, account titling, and transitions following a client’s death.

This role blends technical expertise, client-facing communication, and internal collaboration to ensure estate planning solutions are thoughtful, efficient, and aligned with client goals.

Client & Advisor Support

• Educate clients on basic and advanced estate planning concepts and strategies
• Collaborate with clients’ attorneys to support the design and implementation of estate and business succession plans
• Work with trustees regarding the administration, management, and distribution of trust assets
• Provide guidance on business formation, divestiture, and succession planning concepts

Technical & Analytical Work

• Review and analyze estate planning documents and business formation materials
• Identify estate planning strategies that may help clients achieve personal, family, and business objectives
• Conduct research on estate planning and succession topics and prepare written summaries and updates

Internal Collaboration

• Serve as an internal subject matter resource on estate planning, beneficiary designations, account titling, trust structures, and business succession
• Support client service teams with estate-related account changes and post-death transitions
• Partner with advisors, client service, and operations teams to ensure a seamless client experience

Additional Duties

• Perform other responsibilities that contribute to the effectiveness of the role and the organization

Required Qualifications

• Juris Doctor (JD) from an accredited law school
• 2+ years of experience working with individuals on estate planning and/or business formation matters
• Strong working knowledge of estate planning strategies and business succession planning concepts

The ideal candidate will demonstrate the ability to:

• Manage multiple priorities, meet deadlines, and work independently
• Maintain the highest level of confidentiality and professional integrity
• Communicate clearly and effectively, both verbally and in writing
• Collaborate in a team-oriented environment with a positive, service-focused mindset
• Leverage technology, including Microsoft Office and CRM/portfolio management platforms
• Operate with strong attention to detail and sound judgment

• Office-based role with moderate noise levels typical of a professional workplace
• Ability to remain stationary for extended periods while working at a computer or in meetings
• Occasional evening or weekend hours as business needs require
• Periodic travel between office locations