Estate Plan Builder

Location: Remote
Compensation: Base (depending on experience) plus performance incentives
Industry: Financial Services / Estate Planning
Schedule: 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
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
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
Assist clients with guardianship and conservatorship planning coordination
Coordinate discussions around asset alignment and trust funding

Operational and Case Management

Prepare case files and documentation in advance of client meetings
Maintain accurate CRM records and workflow tracking for all 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
Monitor timelines and ensure cases move forward according to service benchmarks
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)
Conduct client follow-up communication when necessary
Identify opportunities for additional services that align with client needs
Help generate referrals, positive client reviews, and overall goodwill for the firm
Reinforce the firm’s value proposition and client service standards during interactions

Compliance and Professional Standards

Ensure activities comply with applicable federal and state estate laws within the scope of the role
Maintain strict confidentiality of client information
Uphold professional ethical standards and fiduciary principles
Participate in required training, certifications, and continuing education

Required Hard Skills and Qualifications

Bachelor’s degree in Finance, Law, Business, or a related field
2 to 5 years of experience in estate planning, trust administration, legal support, or a related area
Strong understanding of wills, trusts, probate processes, and estate planning structures
Experience using CRM systems and estate planning software
High proficiency in documentation management, workflow systems, and maintaining accurate client records
Strong written and verbal communication skills
Strong analytical and problem-solving abilities
High attention to detail and procedural accuracy
Ability to handle confidential and sensitive client information

Preferred Qualifications

Trust and Estate Practitioner (TEP) designation
Experience with tax planning or estate-related compliance work
Familiarity with investment concepts or financial markets

Core Competencies

Client relationship management
Operational discipline and process accuracy
Estate planning document literacy
Cross-functional collaboration
Professional judgment within defined responsibilities
Clear and structured communication
Time management and case throughput efficiency

Performance Metrics and Incentives

This role includes performance-based incentives tied to measurable outcomes:

Qualified BAMFAM appointments that hold: $20 per appointment
Verified Google 5-star reviews: $5 per review
Qualified client referrals generated: $20 per referral

Why This Role Matters

This position plays a central role in ensuring clients experience a smooth and well-supported estate planning process. By combining strong client interaction with operational precision, the Estate Plan Builder helps protect clients’ legacies while ensuring that each case progresses efficiently and in accordance with company standards.

Estate Planning Builder - 57099941480