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David Careers

Estate Planning Specialist - Dallas

Posted yesterday

snfoutRichardson (TX)
Paralegals and Legal AssistantsOffices of Lawyers

SENIORITY

Senior

SALARY

$130,000 per year

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About the role

Job Description: Job Description Tired of billable hours? Bring your estate planning expertise to a steady, client-focused seat with a real 40-hour week.
Job Title: Estate Planning Specialist - Dallas
Position Overview: Estate Planning Specialist - Dallas: This hybrid role sits on a financial planning team serving high-net-worth families in the Dallas area. You will help clients make sense of the estate plans they already have, spot what is missing, and talk through strategies that fit their long-term goals. The work is educational and analytical; no legal advice is given. Your Day-to-Day Read through wills, trusts, powers of attorney and related documents to flag risks and opportunitiesMeet with clients to collect and analyze their estate informationExplain estate planning concepts in plain languageWork alongside financial planners, investment counselors and tax managersKeep client and internal communication movingWhy Join Us Estate Planning Specialist - Dallas comes with stability, a predictable schedule and a benefits package built for the long haul: Medical, dental and vision premiums paid in full 401(k) with a 50% company match20 days of PTO plus 10 paid holidaysFamily support benefits, including paid caregiver leave and a $10K fertility benefitQualifications Estate Planning Specialist - Dallas: 10+ years in estate or trust planning with complex high-net-worth estates. A JD is required for senior-level hires; seasoned estate planners and senior trust paralegals are also welcome to apply. You build trust quickly and communicate clearly.
Compensation: $130,000 - $235,000 total compensation (a package in the low $200Ks for senior hires), depending on experience. HP

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