The Funding & Settlement Coordinator is a unique and vital position - one you won’t find at most estate planning firms. As a core part of our LifeSpan Legal Service Program, this role is the bridge between a client’s estate plan and the real-world assets that bring it to life. You will work directly with clients and financial institutions to ensure assets are properly titled and coordinated with their estate plan. When a client passes, you will guide the settlement process, moving assets in accordance with their wishes with both technical precision and genuine compassion. This is a department-of-one role, which means you will own your work fully: tracking your projects, communicating status proactively, and raising questions early rather than waiting to be asked. You will work with independence and confidence while staying closely connected with attorneys and teammates. Prior experience in estate planning or asset coordination is not required; we will train you on the specifics. What we can’t train is ownership, initiative, and a genuine desire to serve clients with excellence during the most important moments of their lives. Responsibilities: • Coordinate the titling and transfer of client assets to align with their trust-based estate plan • Communicate directly with clients and financial institutions by phone, email, and in person — with warmth and professionalism • Manage multiple active projects simultaneously, maintaining accurate records of status, next steps, and outstanding items • Proactively update the team on project progress and surface questions or issues in a timely manner — without needing to be asked • Partner closely with attorneys while independently owning your responsibilities end-to-end • Guide families through the settlement process following a client’s passing, with care and sensitivity • Maintain meticulous attention to detail across all documents, correspondence, and asset records • Contribute to long-term client relationship management as part of our ongoing plan maintenance model Qualifications: • Experience in customer service, client relations, or a professional client-facing role • Proficiency in Microsoft Office 365, including Outlook for email and calendar management • Comfort learning new software systems; we use a proprietary client database and will provide full training — prior familiarity with CRM or practice management tools is a plus • Basic familiarity with financial accounts, banking, or asset management is helpful but not required • Strong written and verbal communication skills with a polished, professional presence • Ability to manage competing priorities with accuracy and consistent follow-through • Discretion and compassion when handling sensitive client matters Who You Are • A warm, confident communicator who genuinely enjoys working with clients — on the phone, in person, and in writing • Exceptionally organized and detail-oriented: you catch errors before they become problems, and you proofread everything • Proactive by nature — you follow up, keep your own work on track, and raise questions early rather than waiting for someone to ask • A true owner: you take full responsibility for your projects and see them through from start to finish without being managed • A collaborative team member who communicates openly, shares information freely, and steps in when a colleague needs support • Comfortable with long-term, multi-step projects that require patience, persistence, and big-picture thinking • Positive and emotionally resilient — this work supports families during some of life’s most vulnerable moments • Eager to learn and grow; curiosity and a love of education align naturally with who we are and how we serve clients Compensation: $40,000 - $45,000 yearly

• Coordinate the titling and transfer of client assets to align with their trust-based estate plan • Communicate directly with clients and financial institutions by phone, email, and in person — with warmth and professionalism • Manage multiple active projects simultaneously, maintaining accurate records of status, next steps, and outstanding items • Proactively update the team on project progress and surface questions or issues in a timely manner — without needing to be asked • Partner closely with attorneys while independently owning your responsibilities end-to-end • Guide families through the settlement process following a client’s passing, with care and sensitivity • Maintain meticulous attention to detail across all documents, correspondence, and asset records • Contribute to long-term client relationship management as part of our ongoing plan maintenance model