Senior Estate Planning Professional

Overview

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education.

Day-to-Day

• Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity.
• Perform comprehensive evaluations of clients’ existing trust and estate structures.
• Review a variety of estate planning documents including, but not limited to: Wills, Trusts, General Powers of Attorney, Healthcare Powers of Attorney, Living Wills, Buy/Sell Agreements.
• Identify potential gaps, structural risks, and optimization opportunities aligned with client goals.
• Serve as internal subject-matter expert to Senior Investment Counselors and internal teams.
• Respond to estate planning inquiries from clients and internal stakeholders.
• Work directly with clients to collect information and organize records needed for estate and trust documentation.
• Participate in the creation and implementation of client education programs and training initiatives.
• Contribute to written planning materials, client resources, and internal reference tools.
• Manage all phases of various projects from envisioning through deployment.
• Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency.
• Mentor and support team members through coaching and knowledge-sharing.
• Travel when needed to support client meetings and client programs.

Qualifications

• Juris Doctorate (J.D.) degree
• Minimum of ten (10) years of experience working in trust/estate planning space.
• Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.
• Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences.
• Exposure to multistate estate planning considerations, trust structures, and tax strategies.
• Advanced qualitative and analytical reasoning skills.
• Exceptional attention to detail.
• Adaptability in a fast-paced, collaborative team environment.
• Strong organizational and prioritization capabilities.
• Ability to handle sensitive materials and information with discretion.
• Proficient in Microsoft Office software.
• Willingness to travel as needed and on demand for in-person client engagements.
• Willingness to host in-person client program events.