Remote Senior Estate Planning Strategist for HNW Clients

OSAIC

Montana

On-site

USD 130,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic in the United States seeks a Senior Estate Planning Strategist to join High Net Worth Planning Services. This role serves as a subject matter expert on estate planning, trust design, wealth transfer planning, and related legislative developments for high-net-worth clients.

The ideal candidate has 10+ years of trusts and estates law, JD, and proven ability to translate complex concepts for financial advisors.

Qualifications

10+ years of experience practicing law with a primary 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.
Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.
Experience reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements.
Experience researching and interpreting legislative, regulatory, and tax law developments.
Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences.
Experience developing educational content and presenting to diverse audiences.
Strong written, verbal, analytical, and research skills.
Demonstrated ability to influence and collaborate across organizational levels.
Ability to manage multiple complex cases, projects, and priorities simultaneously.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

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 and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate tax returns, buy-sell agreements, and other planning instruments.
Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients' existing estate plans.
Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.
Collaborate with financial advisors to identify planning strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation.
Develop concise, accessible, and actionable estate plan summaries and planning observations for financial advisors and their clients.
Educate financial advisors on estate planning concepts, strategies, and emerging trends through consultations, training programs, webinars, written resources, and other learning opportunities.
Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.
Produce timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.
Represent Osaic as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training programs.
Contribute to the development of estate planning resources, tools, and best practices that enhance advisor effectiveness and client outcomes.
All other duties as assigned.