Estate Planning Lawyer

Description Lido Advisors, a leading independent Wealth Management and portfolio management firm, is rapidly expanding and adding to our current 35 offices across the United States. Lido offers a unique culture with our in-house, comprehensive, and advanced approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. This position will partner with advisors and our clients to provide comprehensive estate planning, which may include advanced estate planning structures as well as the drafting of documents. In this highly collaborative role, the estate planning lawyer develops and implements sophisticated estate planning strategies for high-net-worth and ultra-high-net-worth clients. Serving as a trusted subject matter expert, this role guides clients and advisors through complex engagements while ensuring strategies remain aligned with evolving legal and regulatory requirements. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Key Responsibilities Review estate planning documents including wills, trusts, powers of attorney, and advanced directives for HNW and UHNW clientsManage estate planning engagements from initial consultation through drafting, execution, and implementationPartner with Wealth Managers and Advisors as the subject matter expert to educate clients on matters of estate planningNavigate complex legal and financial issues relating to estate planning and potential tax implicationsCollaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning mattersKeep up to date with legal issues affecting our areas of practiceMonitor 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 experienceDeep experience in estate planning – including trusts, wills, advance medical directives, and work with high-net-worth and ultra-high-net-worth individualsDemonstrated successful results navigating and solving complex estate planning mattersSophisticated communication and influencing skills on complex issuesStrong analytical and problem-solving skillsExcellent written and verbal communication skillsMust be highly organized, technically strong, and an enthusiastic, effective team leaderExperience with Excel, Word, Outlook, Salesforce, and PowerPoint