Senior Estate Planning Strategist

Overview

This role involves serving as a Senior Estate Planning Strategist and subject matter expert for high-net-worth and ultra-high-net-worth clients. The position focuses on estate planning strategies, trust design, wealth transfer planning, and monitoring legislative developments that affect planning outcomes.

Responsibilities

• Act as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
• Review, analyze, and summarize complex estate planning and related documents, including:
  • Wills
  • Revocable and irrevocable trusts
  • Powers of attorney
  • Healthcare directives
  • Individual and corporate tax returns
  • Buy-sell agreements
  • Other planning instruments
• Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients’ existing estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.
• Partner with financial advisors to identify strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation.
• Create concise, accessible, and actionable estate plan summaries and planning observations for financial advisors and their clients.
• Educate financial advisors on estate planning concepts, strategies, and emerging trends through consultations, training programs, webinars, written resources, and other learning opportunities.
• Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.
• Produce timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.
• Represent the organization as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training programs.
• Contribute to the development of estate planning resources, tools, and best practices that enhance advisor effectiveness and client outcomes.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree required.
• Juris Doctor (J.D.) required.
• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.
• Experience reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements.
• Experience researching and interpreting legislative, regulatory, and tax law developments.
• Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.
• Strong written, verbal, analytical, and research skills.
• Demonstrated ability to influence and collaborate across organizational levels.
• Ability to manage multiple complex cases, projects, and priorities simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Preferred Qualifications

• LL.M. in Taxation or Estate Planning.
• Experience working with financial advisors, registered investment advisors, broker-dealers, family offices, or wealth management firms.
• Prior experience presenting at industry conferences, advisor events, or continuing education programs.
• Familiarity with advanced planning topics, including grantor trusts, dynasty trusts, charitable giving strategies, business succession planning, and wealth transfer techniques.
• Knowledge of financial planning software and estate planning technology platforms.

Compensation & Benefits

• Salary: $130,000 - $150,000 per year + annual bonus.
• Actual compensation offered will be determined individually based on job-related factors, including location, skills, licensure, experience, and education.
• Additional benefits include:
  • Health, vision, and dental insurance
  • 401(k)
  • Paid time away
  • Volunteer days
  • Much more

Location

• 2300 Windy Ridge Parkway, Atlanta, GA 30339
• 877 Executive Center Drive West, St. Petersburg, FL 33702
• 7755 Third Street North, Oakdale, MN 55128
• 12325 Port Grace Boulevard, La Vista, NE 68128
• 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• Remote applicants within the United States are encouraged to apply.

Employment Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by the employer.

Additional Information

• Only candidates who meet the minimum qualifications stated in the job posting will be considered.
• Recruiting agencies: The employer only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.