Estate Planning Partner - UHNW (West Coast)

Remote – US based candidates only, no visa sponsorship available.

About the role

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Lead client relationships as the primary estate planning expert for Regis families
• Grow a book of business, serving ultra-high net worth clients with assets often exceeding $100M
• Manage a team of estate strategists to ensure outstanding results for clients
• Collaborate with in-house and external advisors to implement advanced estate planning strategies
• Engage in client development activities including meetings and industry conferences
• Partner with leadership to enhance the service model and operational efficiency
• Design comprehensive estate plans featuring advanced wealth transfer techniques and navigate complex trust matters

Qualifications

• Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning preferred
• Licensed to practice law in at least one state
• 15+ years of estate planning experience, predominantly with $25M+ clients; strong background with $100M+ families required
• Expertise in federal transfer tax law, trust estate administration, and complex wealth transfer planning techniques
• Ability to effectively communicate complex estate planning topics to clients and wealth management teams
• Experience with business succession and liquidity events pertaining to closely held business interests
• Prior experience in a private wealth department at an AmLaw 100/200 firm or a recognized estate planning boutique

Pay

$212,500 – $250,000 annually

Benefits

• Company Paid Basic Life & AD&D Insurance
• Comprehensive medical plans including high deductible and traditional options
• 401(k) Retirement Plan with employer match
• Generous paid time off and 14 company-paid holidays
• Paid Parental Leave with additional maternity benefits
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for personal and family needs