Estate Planning Attorney

Empirical Wealth Management; San Francisco (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental, Disability 

401(k) Plan + match

Job summary

Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors, tax professionals, and attorneys to design, implement, and maintain strategy aligned with goals and family dynamics.

You will review and refine wills and trusts, prepare client summaries, and coordinate with tax, planning, and investment teams to integrate strategies across income tax and wealth transfer objectives.

Qualifications

• 5–10 years of experience in estate planning, trust administration, or related areas serving high-net-worth individuals and families.
• Demonstrated ability to explain complex estate and tax concepts clearly to non-technical audiences.
• Experience collaborating with or within multi-disciplinary teams on integrated client planning.

Responsibilities

• Serve as an internal subject-matter expert on estate, gift, and wealth transfer planning for Empirical advisors and clients.
• Develop comprehensive estate planning recommendations addressing generational wealth transfer, tax minimization, asset protection, and charitable planning.
• Review wills, trusts, powers of attorney, and beneficiary designations to identify gaps and opportunities.
• Prepare client-facing summaries and visual overviews of estate structures to aid understanding.

Skills

Estate planning

Client communication

Cross-functional collaboration

Education

Juris Doctor (JD)

LL.M. Taxation

Estate planning designation

Tools

CRM software

Job description

Estate PlanningAdvisor

We are seeking an Estate Planning Advisor to lead and support sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within Empirical Wealth Management’s integrated advisory model. This role is ideal for a planning-driven professional who enjoys combining technical estate, gift, and income tax knowledge with practical, client-facing advice in a collaborative wealth managementenvironment.

The Estate Planning Advisor will work closely with financial advisors, tax professionals, and external attorneys to design, implement, and maintain estate planning strategies that align with clients’ goals, family dynamics, and financialcircumstances.

KeyResponsibilities

• Serve as an internal subject-matter expert and trusted resource on estate, gift, and wealth transfer planning for Empirical advisors and theirclients
• Collaborate with lead advisors to develop and present comprehensive estate planning recommendations addressing generational wealth transfer, tax minimization, asset protection, and charitable planningobjectives
• Review existing estate plans (wills, revocable trusts, irrevocable trusts, powers of attorney, advance healthcare directives, beneficiary designations) and identify gaps, risks, and planningopportunities
• Prepare clear, client-facing summaries and visual overviews of estate structures, including flow charts or diagrams, to help clients and family members understand how their planswork
• Participate in client meetings (in person and virtual) with advisors to explain estate planning concepts, coordinate action items, and support ongoingimplementation
• Recommend planning strategies and structures such as revocable trusts, marital and bypass trusts, dynasty trusts, ILITs, SLATs, GRATs, charitable trusts, family entities, and beneficiary designations appropriate to client factpatterns
• Work closely with Empirical’s tax, financial planning, and investment teams to integrate estate planning with income tax planning, business succession, retirement distribution, risk management, and investmentstrategy
• Support business development and client engagement initiatives, including educational workshops, webinars, and content for clients, prospects, and professionalpartners

Qualifications

• 5–10 years of experience in estate planning, trust administration, or related areas (e.g., private client services, tax, or wealth management) serving high-net-worth individuals andfamilies
• JD required; LL.M. in Taxation or Estate Planning, or an advanced estate planning designation is aplus
• Demonstrated ability to explain complex estate and tax concepts clearly and practically to non-technicalaudiences.
• Experience collaborating with or within multi-disciplinary teams (attorneys, CPAs, financial advisors) on integrated clientplanning
• High attention to detail, strong organizational skills, and ability to manage multiple projects and deadlines in a fast-pacedenvironment
• Excellent written and verbal communication skills, including comfort leading meetings and presenting to smallgroups
• Proficiency with or ability to quickly learn planning and research tools; familiarity with wealth management CRM and document management systems is aplus

Compensation

• Salary range: $200,000 –$250,000
• Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by thecompany
• 401(k) Plan +match

OurCulture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empiricaloffers.

Visa Sponsorship

We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in thefuture.