Estate Plan BuilderLocation:RemoteCompensation:Base (depending on experience) plus performance incentivesIndustry:Financial Services / Estate PlanningSchedule:Full-Time, Remote

About the Company

Our client is a client-focused financial advisory firm dedicated to helping individuals and families secure their financial futures through thoughtful estate planning, retirement strategies, and long-term wealth management. Our team is committed to delivering clarity, confidence, and peace of mind to every client we serve.

As a growing organization, we value innovation, efficiency, and collaboration. We seek professionals who embody integrity, gratitude, teamwork, and a strong desire to continually learn and improve. Our focus is on building systems and teams that empower individuals to perform at their best while delivering exceptional service.

This role plays an important part in helping clients protect what matters most, their homes, families, and legacy, by ensuring that every step of the estate planning process is handled with precision, care, and professionalism.

Role Overview

The Estate Plan Builder is a client-facing operational professional responsible for guiding clients through the estate planning process from discovery through document execution. This role conducts estate planning meetings, facilitates trust design discussions, and ensures cases are executed accurately and in compliance with company protocols.

The Estate Plan Builder also supports advisors by documenting client interactions, managing workflows in the CRM, coordinating follow-ups, and assisting with appointment generation through BAMFAM (Book a Meeting From a Meeting).

Success in this role requires strong procedural discipline, regulatory awareness, client relationship skills, and close attention to detail.

Key Responsibilities

Client-Facing Estate Planning Duties
* Conduct estate planning discovery meetings and client fact-finding sessions
Conduct estate planning discovery meetings and client fact-finding sessions
* Lead trust design and estate planning consultation meetings with clients
Lead trust design and estate planning consultation meetings with clients
* Review and explain estate planning documents such as wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives
Review and explain estate planning documents such as wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives
* Facilitate document execution meetings in coordination with attorneys or notaries when applicable
Facilitate document execution meetings in coordination with attorneys or notaries when applicable
* Educate clients on estate planning structures, probate avoidance strategies, asset protection considerations, and relevant tax concepts within the scope of the role
Educate clients on estate planning structures, probate avoidance strategies, asset protection considerations, and relevant tax concepts within the scope of the role
* Assist clients with guardianship and conservatorship planning coordination
Assist clients with guardianship and conservatorship planning coordination
* Coordinate discussions around asset alignment and trust funding
Coordinate discussions around asset alignment and trust funding

Operational and Case Management
* Prepare case files and documentation in advance of client meetings
Prepare case files and documentation in advance of client meetings
* Maintain accurate CRM records and workflow tracking for all cases
Maintain accurate CRM records and workflow tracking for all cases
* Coordinate with internal staff and third-party professionals involved in estate planning cases
Coordinate with internal staff and third-party professionals involved in estate planning cases
* Ensure proper file storage, document retention, and confidentiality of client information
Ensure proper file storage, document retention, and confidentiality of client information
* Monitor timelines and ensure cases move forward according to service benchmarks
Monitor timelines and ensure cases move forward according to service benchmarks
* Participate in internal audits, quality assurance reviews, and case coaching when required
Participate in internal audits, quality assurance reviews, and case coaching when required

Advisor Support
* Support advisors by scheduling qualified appointments through BAMFAM (Book a Meeting From a Meeting)
Support advisors by scheduling qualified appointments through BAMFAM (Book a Meeting From a Meeting)
* Conduct client follow-up communication when necessary
Conduct client follow-up communication when necessary
* Identify opportunities for additional services that align with client needs
Identify opportunities for additional services that align with client needs
* Help generate referrals, positive client reviews, and overall goodwill for the firm
Help generate referrals, positive client reviews, and overall goodwill for the firm
* Reinforce the firm’s value proposit