Senior Estate Planning Strategist

Overview

This role is part of the organization’s High Net Worth Planning Services team and involves serving as a subject matter expert in estate planning strategies for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing complex trust and estate documents, identifying planning opportunities and gaps, and translating sophisticated estate planning concepts into practical, actionable guidance for financial advisors.

The position is full-time.

Responsibilities

• Serve 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.
• Work with financial advisors to identify wealth transfer and related strategies, including:
  • Trust planning
  • Charitable giving
  • Business succession
  • Gifting
  • 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.
• Benefits may include health, vision, dental insurance, 401k, paid time away, volunteer days, and 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.

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.

Equal Opportunity Employer

The employer is an equal opportunity employer and hires qualified candidates without regard to age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Recruiting Agencies

Only candidates from contracted recruiting firms are accepted for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.