Remote Senior Estate Planning Architect for HNW Wealth

Osaic; West Virginia; On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning, trust design, wealth transfer, and related legislative developments for high-net-worth clients.

The role requires extensive law practice in trusts and estates, the ability to analyze complex documents, and to translate sophisticated concepts for financial advisors.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents and related instruments.
• Identify opportunities, risks, inconsistencies, and gaps within clients’ estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.
• Develop concise, actionable estate plan summaries for advisors and clients.
• Educate advisors on estate planning concepts through trainings, webinars, and resources.
• Monitor regulatory and tax law developments affecting estate planning and wealth transfer.
• Produce briefs and guidance for the High Net Worth Planning Services team.
• Represent Osaic as an estate planning expert in presentations and events.
• Contribute to development of planning resources and best practices.

Skills

Estate planning expertise

Drafting estate documents

Communication to non-attorneys

Regulatory knowledge

Educational content development

Team collaboration

Microsoft Office

Estate planning software platforms

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Estate planning software platforms

Job description

Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning, trust design, wealth transfer, and related legislative developments for high-net-worth clients.

The role requires extensive law practice in trusts and estates, the ability to analyze complex documents, and to translate sophisticated concepts for financial advisors.