Estate Planner

About the role

A growing wealth-management organization is seeking a Senior Estate Planning Strategist to serve as a trusted estate-planning authority for its advisors and high-net-worth clients. This highly visible position offers the opportunity to remain close to sophisticated planning work while helping shape how an expanding firm delivers estate-planning guidance across the organization.

The strategist will join a small, influential advanced-planning group and function as the second-in-command within the estate-planning offering. This senior individual-contributor role combines technical document analysis, direct client engagement, advisor partnership, prospect support and platform development.

Responsibilities

• Review and interpret complete estate plans, including wills, revocable and irrevocable trusts, amendments, powers of attorney, beneficiary provisions and related documents.
• Prepare clear summaries, identify gaps or inefficiencies and translate technical findings into practical planning opportunities for clients and advisors.
• Lead discussions involving sophisticated wealth-transfer, gift and estate tax, charitable, business-succession and intergenerational-planning strategies.
• Partner with outside attorneys, tax professionals and affiliated legal resources to coordinate strategy implementation.
• Meet directly with HNW and UHNW clients and participate in selected prospect conversations where advanced-planning expertise can strengthen the relationship.
• Help develop the firm’s estate-planning processes, standards, advisor education, client materials and future service strategy.
• Use technology such as Luminary and financial-planning software to support document analysis, modeling and client-ready deliverables.

Requirements

• 10+ years of directly relevant estate-planning experience. Exceptional candidates with eight or nine years may be considered.
• Substantial hands-on experience reviewing and interpreting complete estate-planning documents—not simply including estate planning within a broader financial plan.
• At least one of the following: JD, Tax LLM, Accredited Estate Planner (AEP®) or Certified Financial Planner (CFP®).