Director of Estate Planning Services

Moneta Group; Clayton (MO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Discretionary profit-sharing bonus

401k match

Parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta Group seeks a Director of Estate Planning Services to lead the department’s legal staff and act as the firm’s primary technical expert on estate and trust planning.

You will advise Partner teams and clients, review estate plans, and identify updates in response to law and client changes while educating internal staff on developments in estate planning.

Qualifications

• J.D. degree required; active bar admission required.
• Eight+ years 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.

Responsibilities

• Leads the estate planning department's legal staff and serves as the primary technical resource on estate and trust planning matters.
• Advises Partner teams and clients on estate planning strategies and reviews client estate plans.
• Identifies and recommends estate plan updates in response to changes in client circumstances or law.
• Prepares clients for estate planning discussions and coordinates implementation with Counsel's independent legal counsel.
• Provides ongoing education to internal staff on estate and trust planning principles and legal changes.
• Maintains current knowledge of estate and trust law through continuing education and professional engagement.
• Adheres to fiduciary standards and acts in the best interest of clients.

Skills

Estate planning knowledge

Advising clients

Staff education

Leadership

Education

Juris Doctor (J.D.)

Bar admission

LL.M. in Taxation or Estate Planning

Tools

Microsoft Office

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.