Senior Estate Planning Strategist
About the role
For our client, we are seeking a Senior Estate Planning Strategist to join the team of a leader in the Finance & Insurance space. This role will serve as a trusted estate planning resource for financial advisors, helping them navigate complex client situations and identify meaningful planning opportunities. You will review sophisticated estate planning documents, translate technical concepts for non-attorneys, and support the delivery of education and thought leadership across the organization. The position also partners with internal specialists to strengthen estate planning strategies and keep advisors informed on legislative and regulatory developments.
Responsibilities
- Serve as a trusted estate planning resource for financial advisors
- Review and analyze complex estate planning documents
- Identify planning opportunities and gaps in clients' estate plans
- Collaborate with internal specialists to support complex client situations
- Educate financial advisors on estate planning concepts and strategies
- Produce timely briefs and articles on legislative developments
- Represent the organization as a subject matter expert at conferences and training programs
Qualifications
- 10+ years of legal experience focused on trusts and estates
- Extensive experience drafting and interpreting estate planning documents
- Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts
- Strong knowledge of trust structures and wealth transfer strategies
- Demonstrated ability to communicate complex concepts to non-attorneys
- Experience developing educational content and presenting to diverse audiences
- Proficiency with Microsoft Office Suite
Benefits
- Health, vision, and dental insurance
- 401(k) plan
- Paid time away
- Volunteer days
- Access to a comprehensive benefits package
Pay
$130,000 – $150,000 annually
Location & Schedule
Remote — US-based candidates only; no visa sponsorship available