Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Core
Senior attorney providing estate planning strategies, document review, and client education for ultra-high-net-worth families.
Role type
Senior IC estate planning attorney
Builds
Estate plans and trust structures for high-net-worth clients
Domain
Wealth management / Estate planning
Required skills
Juris Doctor (JD), State bar license, Estate planning expertise, Tax law knowledge, Client presentation, Team mentorship, Business development
Preferred skills
4-8 years legal experience in estate planning, Ability to travel 25%
Technologies
Legal research databases, Office productivity tools
Responsibilities
Meeting with wealth advisors to review and fund estate plans, Building a book of ultra-high-net-worth clients, Answering estate planning questions from clients and teams, Serving as an in-house resource for wealth management teams, Remaining current with estate, trust, and tax legislation, Mentoring Estate Planning Strategists, Managing a service specialist
Seniority
Senior, hands-on IC with management duties
