Estate Planning Associate

Estate Planning Associate

The Estate Planning Associate coordinates estate planning services, builds and maintains client relationships, and supports business growth through proactive outreach and internal referrals. This role serves as a liaison between clients, advisors, and third-party estate planning providers while ensuring a seamless and professional client experience.

Reports To: Estate Planning Manager and Chief Operations Officer

Key Responsibilities

• Serve as the primary point of contact for clients throughout the estate planning process, coordinating services between clients, advisors, and estate planning partners.
• Proactively engage prospective and existing clients to identify estate planning needs, generate new business opportunities, and strengthen client relationships.
• Guide clients through estate planning platforms and processes, assisting with questionnaires, information gathering, and document preparation.
• Educate clients on the estate planning process and the purpose of estate planning documents while referring legal questions to qualified attorneys when appropriate.
• Coordinate consultations, document preparation, signing appointments, and ongoing client follow-up.
• Maintain accurate client records, monitor case progress, and ensure timely completion of tasks within the organization's CRM system.
• Build and maintain strong client relationships through proactive communication, personalized service, and ongoing engagement.
• Identify opportunities for additional financial and professional services and facilitate appropriate internal referrals.
• Collaborate with advisors, internal team members, and external partners to ensure efficient workflows and a positive client experience.
• Provide administrative and client support during seasonal peak periods and assist with special projects and initiatives as needed.
• Perform other duties as assigned.

Tools & Technology

• Computer, monitors, keyboard, and mouse
• Telephone and communication systems
• Internet and web-based applications
• Microsoft Office Suite
• Customer Relationship Management (CRM) software
• Estate planning software platforms
• Tax preparation software and related applications

Physical Requirements

• This position is primarily sedentary and office-based. Employees must be able to sit, stand, and move throughout the workday as needed. Occasional lifting, moving, or transporting materials and equipment may be required, not exceeding 50 pounds.

Qualifications

• Minimum of 2 years of professional work experience required.
• Previous experience in estate planning, legal services, financial services, or a related field preferred.
• Strong organizational and project management skills with exceptional attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications and CRM systems.
• Ability to handle confidential and sensitive information with discretion and professionalism.

What We Offer

• Performance-based compensation opportunities
• Collaborative and team-oriented work environment
• Professional development and career advancement opportunities
• Exposure to diverse financial and planning strategies
• Competitive compensation and benefits package
• Employee engagement and team-building events