Estate Planner

Mohr Talent; West Hollywood (CA); Hybrid; USD 175,000 - 225,000; Full time

Job summary

Mohr Talent is seeking a Senior Estate Planning Strategist in the Century City/Los Angeles area. This hybrid, direct‑hire role will lead advanced estate planning for high‑net‑worth clients and collaborate with attorneys, tax pros and advisors to evolve service delivery.

You will review plans, summarize findings and present practical opportunities while engaging directly with clients to strengthen relationships and drive growth.

Qualifications

• 10+ years of directly relevant estate‑planning experience required.
• Experience reviewing complete estate documents (wills, trusts, power of attorney, etc.).
• Ability to explain complex planning concepts clearly to HNW/UHNW clients.

Responsibilities

• Review and interpret complete estate plans and related documents.
• Prepare summaries and identify gaps for actionable planning opportunities.
• Lead discussions on sophisticated wealth‑transfer and tax strategies.
• Coordinate with attorneys, tax professionals and advisors.
• Meet with HNW/UHNW clients and support business development.
• Develop estate‑planning processes, standards and client materials.
• Utilize Luminary and planning software for deliverables.

Skills

Estate planning

Client advisory

Project management

Strategic thinking

Education

Juris Doctor / Tax LLM / AEP / CFP

Tools

Luminary

MoneyGuidePro

RightCapital

eMoney

Job description

Senior Estate Planning Strategist

West Hollywood, California Direct Hire $175000 /

Job Description

Century City, CA | Flexible Hybrid | $175,000–$225,000 Base | $250,000–$300,000 Target Total Compensation

A growing wealth‑management organization is seeking a Senior Estate Planning Strategist to serve as a trusted estate‑planning authority for its advisors and high‑net‑worth clients. This highly visible position offers the opportunity to remain close to sophisticated planning work while helping shape how an expanding firm delivers estate‑planning guidance across the organization.

The strategist will join a small, influential advanced‑planning group and function as the second‑in‑command within the estate‑planning offering. This senior individual‑contributor role combines technical document analysis, direct client engagement, advisor partnership, prospect support and platform development.

What You Will Own

Review and interpret complete estate plans, including wills, revocable and irrevocable trusts, amendments, powers of attorney, beneficiary provisions and related documents.

Prepare clear summaries, identify gaps or inefficiencies and translate technical findings into practical planning opportunities for clients and advisors.

Lead discussions involving sophisticated wealth‑transfer, gift and estate tax, charitable, business‑succession and intergenerational‑planning strategies.

Partner with outside attorneys, tax professionals and affiliated legal resources to coordinate strategy implementation.

Meet directly with HNW and UHNW clients and participate in selected prospect conversations where advanced‑planning expertise can strengthen the relationship.

Help develop the firm’s estate‑planning processes, standards, advisor education, client materials and future service strategy.

Use technology such as Luminary and financial‑planning software to support document analysis, modeling and client‑ready deliverables.

What We Are Looking For

10+ years of directly relevant estate‑planning experience. Exceptional candidates with eight or nine years may be considered.

Substantial hands‑on experience reviewing and interpreting complete estate‑planning documents—not simply including estate planning within a broader financial plan.

At least one of the following: JD, Tax LLM, Accredited Estate Planner (AEP®) or Certified Financial Planner (CFP®).

Meaningful experience advising HNW or UHNW families and explaining complicated planning concepts in clear, approachable language.

Strong knowledge of sophisticated trust structures, wealth‑transfer strategies, gift and estate taxation, business succession and intergenerational planning.

Experience reviewing gift and/or estate tax returns and coordinating with attorneys, accountants and financial professionals.

Warm, confident executive presence and the judgment to build credibility with clients, prospects, advisors and outside counsel.

Strong project‑management and prioritization skills within a collaborative environment.

Preferred Experience

eMoney experience; MoneyGuidePro, RightCapital or comparable financial‑planning software is also valuable.

Luminary or another estate‑document analysis platform.

CEPA or a comparable business‑exit‑planning designation.

Advisor education, thought leadership, business‑development support or client‑seminar experience.

Location and Travel

This is a flexible‑hybrid position centered around the Century City office. There is no mandatory number of weekly office days, but the person must be available for important client meetings, team meetings and other business needs.

Los Angeles‑area candidates are strongly preferred. Exceptional candidates elsewhere in Southern California, Northern California or the Pacific Time Zone may be considered if they can support Pacific Time business hours and atten

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126