Director of Estate & Legacy Planning

Director of Estate & Legacy Planning

Cummins Worldwide | Clearwater, FL
In-Office | Mon–Fri | 7:00 AM–3:00 PM

About Us

Cummins Worldwide is a growing boutique financial and accounting firm supporting multiple operating companies and high-net-worth clients.

We provide strategic accounting, compliance, and financial services.

We don’t just offer jobs — we offer long-term careers.

We work with successful entrepreneurs, business owners, and professionals to help them take control of their finances and expand their businesses.

We currently service our clients in the following ways:

Financial Services Division – providing invaluable guidance to help clients take control of their finances, and provide them with the needed data to make correct fiscal decisions towards high levels of solvency.

HR Services Division (Executive Placement Services) – helping business owners build powerful companies through establishing building a powerful C suite. This is not traditional headhunting, as we locate the right candidate, and fully establish them on post over a 6 month period

From the above two services, we are creating financially successful clients and stable, wealthy companies.

The natural next step is helping those clients structure their estate to create a lasting Legacy so it can be preserved and passed on for generations.

That’s where you come in.

Our Trust & Legacy Services Division will guide clients through the estate planning process, helping them structure trusts and other estate planning vehicles so their wealth and intentions are protected long term.

This role will act as the quarterback of the estate planning process, coordinating with estate attorneys, CPAs, and other advisors to ensure clients’ plans we helped designed are properly implemented.

Ideal Background

We are seeking a senior professional with experience in estate planning or wealth structuring. Candidates may come from backgrounds such as:

• Certified Financial Planner (CFP)• Trust Officer or Fiduciary Officer at a trust company or private bank
• Estate planning attorney (JD or LLM)
• CPA with estate and gift tax planning experience
• Family office advisor or estate planning strategist

This role acts as the central coordinator and strategic advisor, guiding clients through the entire estate planning process. The real value of this role is providing peace of mind and helping clients navigate family dynamics, generational wealth issues, and complex financial decisions.

This role must be filled by a senior-level professional who can independently design estate planning strategies and coordinate with outside professionals.

If you are passionate about helping families organize their wealth, plan for the future, and create lasting legacies, we would love to hear from you.

What We Offer:

• Salary based on experience and performance

• Weekly pay

• Unlimited PTO

• Supportive, high-quality team culture

• Real leadership and growth opportunities

Why Cummins Worldwide:

• Early schedule: 7:00 AM–3:00 PM

• In-office, Clearwater, FL (a beautiful and cozy office in downtown Clearwater)

• Direct access to leadership and decision-making.

• Stable, professional, long-term environment.

• Professional, respectful work culture.

Ready to join?

Apply now and let's talk!

If you want to build something lasting, lead with integrity, and work with smart people in a well-run organization, we’d love to meet you.

Apply today!