Estate Planning Attorney — Wealth Solutions Specialist

Mercer Advisors; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off (PTO)

Parental leave

Life Insurance

Job summary

Mercer Advisors is seeking an experienced Estate Planning attorney to join our Wealth Solutions team. The role focuses on reviewing, funding, and maintaining estate plans for high-net-worth clients, with recommendations based on evolving law and family circumstances.

You will liaise with wealth advisors nationwide, interpreting complex topics and providing in-house expertise in estate planning. Eligible for full-time work with travel up to 25% across the U.S.

Qualifications

• JD required and licensed to practice law in at least one state.
• 2–6 years legal experience in estate planning.
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients.
• Travel up to 25%.

Responsibilities

• Independently meet with wealth advisors/financial planners/wealth management to review, fund, and maintain estate plans.
• Review and summarize existing estate planning documents with recommendations based on changes in law and family circumstances.
• Answer general informational estate planning questions from clients and advisor teams.
• Serve as an in-house resource in estate planning to wealth management teams nationwide.
• Stay current with related estate, trust, and tax legislation nationwide.
• Support business development through leading presentations and thought leadership publications as needed.
• Manage a service specialist and oversee day-to-day tasks, training, calendars, and mentoring.

Skills

Legal experience in estate planning

Ability to interpret complex topics

Travel up to 25%

Education

Juris Doctor (JD)

Licensed to practice law in at least one state

Job description

Mercer Advisors is seeking an experienced Estate Planning attorney to join our Wealth Solutions team. The role focuses on reviewing, funding, and maintaining estate plans for high-net-worth clients, with recommendations based on evolving law and family circumstances.

You will liaise with wealth advisors nationwide, interpreting complex topics and providing in-house expertise in estate planning. Eligible for full-time work with travel up to 25% across the U.S.