Careers at Elevated Estate Planning, P.S.

Do you want to make an impact on families’ lives and be their guide to establishing a plan that withstands the test of time? Then we want you. At Elevated Estate Planning, we are passionate about helping families secure their futures, and we’re looking for dedicated individuals to join our team.

Whether you’re a seasoned professional or just starting your career, Elevated Estate Planning offers a collaborative, supportive environment where you can grow both personally and professionally while making a real difference in the lives of others.

Our Mission

Elevated Estate Planning, P.S. guides clients with straightforward estate planning to safeguard families from probate, unnecessary estate taxes, and long-term care expenses. Through our unique, Elevated Care Program, we provide comprehensive strategies that preserve wealth and deliver peace of mind. Our personalized approach offers lifelong support for securing legacies.

Our Core Values

  • Client-Focused: We put the client in the center of everything we do, from advice we give to the experience we deliver by taking the extra step to deliver a “wow” experience.
  • Team: Collaborating, communicating, and supporting each other.
  • Excellence: We take extraordinary pride in our work through careful attention to details and the process.
  • Integrity: We have “Extreme Ownership” of our role by doing what we say we’re going to do through uncompromising accountability.
  • Growth Mindset: Focused commitment to personal or organizational development – continuous improvement.

If you share our passion for helping families and thrive in a dynamic, growth-oriented environment, Elevated Estate Planning is the place for you. Join us in our mission to protect families and make a lasting impact!

Call (509) 328-2150 to inquire of position availabilities.