Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Core
In-house estate planning strategist supporting wealth management teams and high-net-worth clients by reviewing, funding, and maintaining estate plans, answering informational questions, and staying current on legislation.
Role type
Senior in-house estate planning attorney (strategist)
Builds
Comprehensive estate planning strategies and documents for high-net-worth families
Domain
Wealth management / Estate planning / Tax law (via careerplan.io/jobs/5382532008-attorney-estate-planning-strategist-atlanta-chicago-new-york-dallas-at-merceradvisors)
Required skills
Juris Doctor (JD), State bar license, Estate planning expertise, Tax law knowledge, Legal document review, Client advisory, Team leadership, Legislative tracking
Preferred skills
2-6 years estate planning experience, Presentation skills, Thought leadership writing
Technologies
Legal research databases, Case management software
Responsibilities
Meet with wealth advisors to review and fund estate plans; Review and summarize existing estate planning documents; Answer estate planning questions from clients and advisors; Serve as in-house resource for wealth management teams; Stay current on estate, trust, and tax legislation; Manage a service specialist; Lead presentations and thought leadership publications.
Seniority
Mid-Senior level, hands-on IC with management duties
