Senior Estate Planning Strategist
Job Summary
To support high-net-worth clients, the full-time Senior Estate Planning Strategist will serve as a subject matter expert on estate planning strategies, analyze complex documents, and collaborate with financial advisors and internal specialists, with opportunities for remote work available.
Key responsibilities
- Serve as a trusted estate planning resource for financial advisors, focusing on high-net-worth clients
- Review and analyze complex estate planning documents, identifying opportunities and gaps
- Educate financial advisors on estate planning concepts and strategies through various training methods
Required qualifications
- Bachelor's Degree required
- Juris Doctor (J.D.) required
- 10+ years of experience practicing law with a focus on trusts and estates
- Extensive experience drafting and interpreting estate planning documents
- Strong knowledge of federal estate, gift, and generation-skipping transfer tax concepts
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