Attorney (Estate Planning Strategist)
Core
In-house estate planning attorney supporting wealth management teams to review, fund, and maintain estate plans for high-net-worth clients.
Role type
In-house estate planning attorney
Builds
Comprehensive estate planning strategies and documents for high-net-worth families
Domain
Wealth management / Estate planning
Required skills
Juris Doctor (JD), State bar license, Estate planning law expertise, Tax legislation knowledge, Client advisory, Team management
Preferred skills
Business development, Thought leadership
Technologies
Legal research databases, Office productivity tools
Responsibilities
Meet with wealth advisors to review and fund estate plans; Review and summarize existing estate documents; Answer client and advisor estate planning questions; Serve as in-house resource for estate planning; Stay current on estate, trust, and tax legislation; Manage a service specialist
Seniority
Mid-level (2-6 years experience) (via careerplan.io/jobs/5284508008-attorney-estate-planning-strategist-at-merceradvisors)
