Estate Planning Strategist

Overview

A partner organization is seeking an Estate Planning Strategist based in the United States. This role combines expertise in estate law and wealth management to support high-net-worth clients with complex planning needs. The strategist will collaborate closely with financial advisors and wealth planning teams to design, review, and implement estate planning strategies that adapt to changing family dynamics and regulatory requirements.

Responsibilities

• Partner independently with wealth advisors and financial planning teams to review, fund, and maintain client estate plans within an integrated wealth management framework.
• Analyze and summarize estate planning documents, identifying gaps, risks, and opportunities for updates based on legal changes and client circumstances.
• Provide clear, practical guidance on estate, trust, and tax matters to internal teams and clients with varying levels of financial sophistication.
• Serve as a national subject matter expert in estate planning, supporting advisors across multiple regions and complex client scenarios.
• Stay current on evolving estate, trust, and tax legislation and translate changes into actionable planning recommendations.
• Support business development initiatives through presentations, client-facing discussions, and thought leadership contributions as needed.
• Oversee and mentor assigned service support staff, including task delegation, training, workflow coordination, and performance guidance.

Requirements

• Juris Doctor (JD) degree and active license to practice law in at least one U.S. state.
• 2–6 years of experience in estate planning law, preferably within wealth management, law firm, or financial advisory environments.
• Strong ability to interpret complex legal, tax, and trust structures and communicate them clearly to non-legal stakeholders.
• Experience working with high-net-worth clients and multi-generational wealth planning strategies is highly preferred.
• Excellent written and verbal communication skills with a client-centric and advisory mindset.
• Strong analytical skills with attention to detail and ability to manage multiple cases or planning structures simultaneously.
• Ability to collaborate effectively with financial advisors, planners, and cross-functional wealth management teams.
• Willingness to travel up to 25% for client or internal meetings.

Compensation & Benefits

• Base salary range of $90,000 – $110,000 USD, plus eligibility for incentive compensation programs.
• Comprehensive medical, dental, and vision insurance options, including high-deductible and traditional plans.
• Company-paid life insurance, accidental death & dismemberment (AD&D), short-term disability, and long-term disability coverage.
• 401(k) retirement plan with employer matching and additional savings options.
• Generous paid time off, including holidays and extended time off during the year.
• Paid parental leave and family support programs, including adoption assistance.
• Health savings accounts, dependent care accounts, and wellness-focused benefits.
• Employee assistance programs and access to concierge services for personal and family support needs.
• Flexible work environment with support for home office or professional office setups.
• Access to financial planning services and additional employee perks designed to support long-term financial wellbeing.

Location

• United States

Applicants must be licensed to practice law in at least one U.S. state and be willing to travel up to 25% as required.