Remote Senior Estate Planning Strategist for HNW Clients

OSAIC; Massachusetts; On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Job summary

Osaic is seeking a Senior Estate Planning Strategist to serve as a subject matter expert on estate planning strategies, trust design, and wealth transfer for high-net-worth clients.

The role involves analyzing complex documents, identifying gaps, and communicating sophisticated concepts to financial advisors. Collaboration with a large team of planning professionals and ongoing education for advisors are core parts of the position.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong ability to communicate complex concepts to non-attorneys.
• Experience educating and presenting to diverse audiences.
• Proficiency with Microsoft Office and planning tools.

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 including wills, trusts, powers of attorney, 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.
• Collaborate with financial advisors to identify planning strategies related to wealth transfer and tax mitigation.
• Develop concise estate plan summaries and planning observations for advisors and clients.
• Educate financial advisors on estate planning concepts through trainings and webinars.
• Monitor legislative, regulatory, and tax law developments affecting estate planning.
• Produce briefs and guidance on estate planning for the team and broader advisor population.
• Represent Osaic as an estate planning SME at conferences, events, and webinars.
• Contribute to development of resources and best practices.

Skills

Estate planning

Communication skills

Research skills

Collaboration

Presentation skills

Regulatory knowledge

Attention to detail

Project management

Education

Bachelor's degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Tools

Microsoft Office

Estate planning software

Job description

Osaic is seeking a Senior Estate Planning Strategist to serve as a subject matter expert on estate planning strategies, trust design, and wealth transfer for high-net-worth clients.

The role involves analyzing complex documents, identifying gaps, and communicating sophisticated concepts to financial advisors. Collaboration with a large team of planning professionals and ongoing education for advisors are core parts of the position.