Remote Senior Estate Planning Strategist for HNW Clients

Osaic; Cheyenne (WY); On-site; USD 130,000 - 150,000; Full time

Job summary

Osaic is seeking a Senior Estate Planning Strategist for our High Net Worth Planning Services team. You will serve as an expert in estate planning, trust design, and wealth transfer planning, working with financial advisors to address complex client needs.

The role requires extensive law practice in trusts and estates (JD required) and the ability to translate complex concepts into practical guidance for advisors.

Qualifications

• 10+ years of experience practicing law with a focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Ability to communicate complex estate planning concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors serving high-net-worth clients.
• Review and summarize complex estate planning documents including wills and trusts.
• Identify opportunities, risks, and gaps within clients' estate plans.
• Collaborate with internal planning specialists to support complex client situations.
• Collaborate with advisors on wealth transfer, trust planning, charitable giving, and tax mitigation.
• Develop concise estate plan summaries and actionable observations for advisors and clients.
• Educate advisors on estate planning concepts, strategies, and trends via trainings and webinars.
• Monitor legislative, regulatory, and tax developments affecting estate planning.
• Produce briefs and guidance for the High Net Worth Planning Services team.
• Represent Osaic as an expert at conferences, events, and trainings.
• Contribute to estate planning resources, tools, and best practices.

Skills

Estate planning expertise

Legal analysis

Communication to non-attorneys

Educational content development

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic is seeking a Senior Estate Planning Strategist for our High Net Worth Planning Services team. You will serve as an expert in estate planning, trust design, and wealth transfer planning, working with financial advisors to address complex client needs.

The role requires extensive law practice in trusts and estates (JD required) and the ability to translate complex concepts into practical guidance for advisors.