Director of Estate Planning Services

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance (employer

Disability insurance (short-term)

Disability insurance (long-term)

AD&D insurance

Basic life insurance

401k match 50% up to 6%

Profit-sharing bonus

Paid parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta Group Investment Advisors LLC is seeking a Director of Estate Planning Services to lead the department’s legal staff and serve as the firm’s primary technical resource on estate and trust planning matters. You will advise Partner teams and clients on strategies, review plans, and educate staff on relevant legal developments.

The role requires a J.D. with active bar admission, at least eight years of estate and trust planning experience, and strong Microsoft Office skills.

Qualifications

• J.D. degree required with active bar admission.
• Proficient in Microsoft Office applications.
• Authorized to work in the United States.

Responsibilities

• Lead the estate planning department's legal staff and act as the firm’s primary technical resource on estate and trust planning.
• Advise Partner teams and clients on estate planning strategies and review client plans.
• Identify and recommend updates to estate plans in response to changes in client circumstances or law.
• Prepare clients for estate planning discussions and coordinate with Counsel's independent counsel as needed.
• Educate internal staff on estate and trust planning principles and changes in law.
• Maintain active knowledge of estate and trust law developments through continuing legal education.
• Adhere to fiduciary standards and act in clients' best interests.

Skills

Legal expertise

Microsoft Office

Work authorization

Education

J.D. degree (required)

Bar admission active

LL.M. in Taxation or Estate Planning (preferred)

Job description

The Director of Estate Planning Services leads the department’s legal staff and serves as the firm’s primary technical resource on estate and trust planning matters. This role advises Partner teams and clients on estate planning strategies, reviews and interprets client estate plans, and provides ongoing education to internal staff on relevant legal developments.

• Provides expertise and guidance to Partner teams and clients regarding estate planning principals
• Reviews estate planning documents and communicates key provisions, implications, and recommended updates to Partner teams and clients
• Identifies and recommends estate plan updates in response to changes in client circumstances, applicable law, or firm guidance
• Prepares clients for estate planning discussions and the implementation process, coordinating as needed with clientProvides education for clients to prepare them for discussion and the implementation process with their Counsel#x2019;s independent legal counsel
• Serves as a subject matter resource for internal staff through ongoing education on estate and trust planning principles and relevant changes in law
• Maintains current knowledge of estate and trust law developments through continuing legal education and professional engagement
• Adheres to firm policies and fiduciary standards, acting solely in the best interest of clients

Qualifications

• Juris Doctor (J.D.) degree required; active bar admission required
• Eight or more years of estate and trust planning experience with a law firm, bank, or trust company
• Proficient in Microsoft Office applications
• Must be authorized to work in the United States

Preferred Qualifications

• LL.M. in Taxation or Estate Planning
• Experience in a wealth management, RIA, or family office environment

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

Moneta is a fiduciary fee-onlyRegistered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.