Senior Trust, Estate & Fiduciary Strategist
Core
Senior legal strategist supporting high-net-worth clients with estate planning, tax, and fiduciary solutions within a private client services team.
Role type
Senior IC trust and estate planning attorney (non-practicing)
Builds
Comprehensive wealth management, trust administration, and estate planning solutions for high-net-worth individuals, trusts, foundations, and endowments.
Domain
Wealth management, estate planning, and fiduciary services
Required skills
Trust and estate planning, tax planning, fiduciary administration, legal document review, client advisory, business development, state-specific law knowledge
Preferred skills
Thought leadership, professional publishing, external speaking, committee service
Technologies
None stated
Responsibilities
Provide estate planning and transfer tax solutions for high-net-worth clients; Review and summarize estate planning documents; Serve as an officer in the trust company for trustee appointments and administration; Collaborate with internal and external advisors on fiduciary matters; Support business development and client referral needs; Maintain professional knowledge through bar association participation and publishing.
Seniority
Senior, hands-on IC