Estate Planning Consultant

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Do you enjoy providing consultative support to advisors serving high-net-worth individuals? Are you interested in being part of a team that is actively working to help advisors grow their businesses? Excited to learn more? If so, then this could be the role for you!

High-Net-Worth Services is a part of the LPL’s Wealth Management organization, a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

In support of affiliated advisors and their high-net-worth clients, the Estate Planning Consultant will be a dedicated resource and member of the LPL High-Net-Worth Services Team. Acting in a specialist capacity, the role will involve collaborating with the team’s estate planning attorneys by providing reviews of existing client estate documents/structures and summarizing potential solutions for client consideration. This is an excellent opportunity to join a growing team and initiative at LPL Financial and to collaborate with and learn from attorneys experienced in advanced estate planning.

• Estate Planning Reviews– 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.
• Proposed Estate Planning Strategies– 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.
• Case Management
  - Update the status of current cases and ensure all cases are being managed efficiently.
• Communication – Communicate with affiliated advisors and attorneys to ensure their questions are answered and the cases are moving along.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 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.

• Certified Paralegal or a Bachelor’s degree.
• Familiarity with Brentmark, Number Cruncher, or other software used for estate tax strategies.

$83,739.00 - $

Actual base salary varies based on factors, including but not limited to,…