Estate Planning Lawyer

Overview

The organization is rapidly expanding, with 35 offices across the United States. This role partners with advisors and clients to provide comprehensive estate planning support, which may include advanced estate planning structures and the drafting of documents.

In this highly collaborative position, the estate planning lawyer develops and implements estate planning strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. As a subject matter expert, the role guides clients and advisors through complex engagements while ensuring strategies remain aligned with evolving legal and regulatory requirements.

Responsibilities

• Review estate planning documents for HNW and UHNW clients, including:
  • Wills
  • Trusts
  • Powers of attorney
  • Advanced directives
• Manage estate planning engagements from initial consultation through drafting, execution, and implementation
• Partner with Wealth Managers and Advisors as the subject matter expert to educate clients on estate planning matters
• Navigate complex legal and financial issues related to estate planning, including potential tax implications
• Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning matters
• Stay current on legal issues affecting the areas of practice
• Monitor legislative, regulatory, and case-law developments and update planning strategies and document templates accordingly

Requirements

• Bachelor’s degree and Juris Doctor degree with a minimum of 7 years of relevant experience
• Deep experience in estate planning, including trusts, wills, advance medical directives, and work with HNW and UHNW individuals
• Demonstrated success navigating and resolving complex estate planning matters
• Sophisticated communication and influencing skills on complex issues
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Highly organized, technically strong, and an enthusiastic, effective team leader
• Experience with Excel, Word, Outlook, Salesforce, and PowerPoint