Senior Estate Planning Strategist
Core
Subject matter expert on estate planning strategies, trust design, and wealth transfer planning for high-net-worth clients, serving as a resource for financial advisors.
Role type
Senior IC estate planning strategist (legal)
Builds
Integrated planning recommendations, educational resources, and legislative briefs for financial advisors
Domain
Financial services / Trusts and estates law
Deliverable
client delivery
Required skills
Estate planning strategy, trust design, wealth transfer planning, tax law analysis, document review, advisor education, legislative monitoring
Preferred skills
LL.M. in Taxation or Estate Planning, experience with family offices or wealth management firms, conference presentation experience
Technologies
Microsoft Office, financial planning software, estate planning technology platforms
Responsibilities
Analyze complex estate planning documents to identify opportunities and gaps; Collaborate with financial advisors on wealth transfer and tax mitigation strategies; Educate advisors on emerging estate planning trends; Monitor legislative and tax law developments; Produce internal guidance and external presentations
Seniority
Senior, hands-on IC
