Job Description
Estate Planning Coordinator Las Vegas (In-Office) Most estate planning coordinator jobs sit inside law firms.This one doesn't -- and that's the point.Bauman Wealth Advisors runs estate planning in-house as a core service, not an afterthought.Trusts, wills, powers of attorney, beneficiary designations, titling changes -- all handled under one roof alongside investments, tax planning, insurance, and retirement income strategy.Think family-office model, not legal assembly line.The firm's Estate Planning Specialist needs a coordinator who owns the document workflow to help the practice scale.That person keeps the queue moving, chases what's missing, and makes sure nothing sits unsigned for three weeks because someone forgot to send a form. What you'll own: The full document lifecycle behind every estate plan -- preparation, tracking, signature status, handoffs to outside counsel and custodians, and completion A reliable system for open items across multiple clients, so nothing falls through The accuracy standard the firm runs on:right over fast, every time Estate planning documents are high-stakes.A missed beneficiary designation creates real liability and real client harm.This firm would rather have two clean processors than one fast, error-prone one.If that's how you're wired, keep reading. What success looks like in 90 days: You own the estate-planning queue end-to-end.The planning team trusts your work on the first pass.Nothing stalls. This role is probably not for you if: You want a paralegal career path You're looking for a broad office admin -- this is estate-planning-specific You prioritize speed over accuracy You need remote or hybrid -- this is in-office in Las Vegas What you need: Direct experience with estate-planning documents (trusts, wills, POAs, beneficiary designations, titling) or closely adjacent legal/financial document processing A proven accuracy-first work style in detail-intensive environments Ability to manage a queue, track status across clients, and chase to completion without hand-holding Nice to have: Experience in an RIA, trust company, estate planning law office, or title/escrow environment.Familiarity with trust administration workflows or custodial paperwork.Understanding of how estate planning connects to a broader financial plan. Compensation: $55K-$65K base bonus, with performance-based increases after 90 days or 6 months.Full-time, in-office (3425 Cliff Shadows Pkwy, Suite 130, Las Vegas).Bauman Wealth is founder-led, growing, and long-term focused.If you want estate-planning work at a firm that treats it as a core function and you do your best work when accuracy matters more than volume, this seat is worth a conversation.Pay:$55,000.00 - $65,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Vision insurance Location: Las Vegas, NV 89129 (Required) Ability to Commute: Las Vegas, NV 89129 (Required) Work Location:In person.