Compensation / Benefits

Educate clients on estate planning strategies across varying complexity levels, in person and virtually
Perform comprehensive evaluations of trusts and estate structures
Review and analyze documents (wills, trusts, POAs, healthcare directives, living wills, buy/sell agreements)
Identify gaps and optimization opportunities aligned with client goals
Serve as internal subject-matter expert for Senior Investment Counselors and teams
Respond to planning inquiries from clients and internal stakeholders
Collect information and organize records for estate and trust documentation
Contribute to client education programs, training initiatives, and planning materials
Manage all phases of projects from conception to deployment
Support process improvement initiatives and pilot programs to enhance efficiency
Mentor team members through coaching and knowledge sharing
Travel as needed for client meetings and events Tasks
Juris Doctorate degree
Minimum 10 years of experience in trust/estate planning
Experience with high-net-worth clients and complex estate structures
Ability to simplify complex estate concepts for non-legal audiences
Exposure to multistate estate planning, trust structures, and tax strategies
Strong analytical and qualitative reasoning
Attention to detail and organizational excellence
Discretion with sensitive information
Proficiency in Microsoft Office
Willingness to travel and host in-person client programs Key requirements
100% paid medical, dental and vision premiums for you and qualifying dependents
50% 401(k) match up to IRS maximum
20 days of PTO plus 10 paid holidays
Family support programs including paid caregiver leave and fertility/family forming assistance

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