Estate Planning Specialist

Estate Planning Specialist

Location: Charleston, Myrtle Beach, or Bluffton, SC (Multi-office opportunity)
Employment Type: Full-Time | In-House Entrepreneurial Role

About Us

We are a well-established retirement planning firm serving conservative retirees and pre-retirees throughout the Lowcountry and Grand Strand. Our firm provides comprehensive retirement planning solutions, including investment management, tax preparation, Social Security optimization, and income planning.

With multiple offices across South Carolina and a strong referral-driven advisory team, we are now expanding our services to include in-house estate planning—creating a rare opportunity for an experienced estate planning professional to build and lead this offering from the ground up, without the typical overhead or startup risk.

The Opportunity

This is a unique, high-upside role designed for an estate planning professional who wants the freedom to grow a practice—without having to build a firm alone.

You will have:

• A steady base salary
• All estate planning fees you generate kept by you
• Free office space in established locations
• All office expenses covered
• Staffing, scheduling, and operational support handled for you
• A built-in pipeline of warm referrals from trusted financial and tax advisors

You focus on serving clients and growing the estate planning practice—we handle the rest.

Role Overview

The Estate Planning Specialist will develop, deliver, and grow the firm’s estate planning services, working collaboratively with our advisory and tax teams to provide coordinated, conservative planning solutions for retirees and their families.

This role blends technical estate planning expertise with entrepreneurial initiative and community-facing leadership.

Key ResponsibilitiesEstate Planning Services

• Design and implement estate plans tailored to conservative retirees and families
• Draft and oversee estate planning documents such as:
• Wills
• Revocable living trusts
• Powers of attorney
• Healthcare directives
• Beneficiary coordination and legacy strategies
• Collaborate closely with financial advisors and tax professionals to ensure integrated planning
• Review and update existing estate plans as clients’ needs evolve

Business Development & Outreach

• Conduct educational estate planning workshops and seminars in the community
• Participate in firm-hosted events and client education initiatives
• Serve as the in-house estate planning expert for client meetings and advisor referrals
• Help shape and grow the estate planning division within the firm

Leadership & Growth

• Help establish processes, workflows, and best practices for the estate planning function
• Provide guidance to internal teams on estate planning strategies and considerations
• Contribute to the long-term vision and expansion of the firm’s estate planning services

Ideal Candidate ProfileRequired Qualifications

• Proven experience in estate planning (law firm, financial firm, or independent practice)
• Strong knowledge of estate planning strategies for retirees and high-net-worth families
• Excellent communication skills with the ability to explain complex concepts simply
• Comfort working with conservative clients and values-driven families

Preferred Qualifications

• Licensed attorney (JD) with estate planning experience (preferred but not required)
• Experience conducting workshops, seminars, or educational presentations
• Background working alongside financial advisors and tax professionals

Personal Attributes

• Entrepreneurial mindset with a desire to build something meaningful
• Self-starter who thrives with autonomy and support
• Community-oriented and comfortable engaging with the public
• Values collaboration, integrity, and long-term client relationships

Compensation & Benefits

• Competitive base salary
• Keep 100% of all estate planning fees you generate
• All office expenses paid (office space, utilities, admin support, technology)
• No overhead, no staffing headaches, no marketing burden
• Access to a built-in client base and referral network
• Opportunity to grow a scalable, in-house estate planning practice with substantial upside

Why This Role Is Different

Most estate planning roles require you to choose between:

• Working for someone else with limited upside or
• Starting your own practice with high risk and overhead

This role offers the best of both worlds:

• Stability + entrepreneurial upside
• Independence + full operational support
• Growth potential + an established, trusted brand

If you’ve ever wanted to grow an estate planning practice without starting from scratch, this is that opportunity.

How to Apply

Qualified candidates are encouraged to submit a resume and brief introduction outlining their estate planning experience and interest in building an in-house practice within a growing retirement planning firm.

Job Type: Full-time

Pay: $100,000.00 - $300,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Work Location: In person