106407-Estate Planning Advisor

The Estate Planning Advisor serves as a client-facing resource who educates clients on estate planning concepts, identifies planning objectives, and facilitates the preparation and implementation of estate planning documents through the firm’s approved third-party platform. This role partners closely with Wealth Advisors, Financial Planners, clients, and outside legal professionals to help align estate planning strategies with clients’ broader financial goals. The Estate Planning Advisor does not provide legal advice, draft legal documents, or establish attorney-client relationships. The role acts as an educator, coordinator, and facilitator, helping clients understand available estate planning options and navigate the process effectively and efficiently.