Remote Senior Estate Planning Strategist | Wealth Transfer

Osaic; Columbia (SC); On-site; USD 130,000 - 150,000; Full time

Job summary

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. The role focuses on expert estate planning strategies, trust design, and wealth transfer, serving top clients and advisors.

The ideal candidate has 10+ years in trusts and estates, strong drafting skills, and the ability to translate complex concepts into practical guidance for financial professionals. Collaboration with a large, experienced team is essential.

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.
• Experience reviewing corporate tax returns and interpreting governance documents, including buy-sell agreements.
• Experience researching and interpreting legislative, regulatory, and tax law developments.
• Ability to communicate complex estate planning concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.
• 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, tax returns, buy-sell agreements, and other planning instruments.
• Identify estate planning opportunities, risks, inconsistencies, and 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, and resources.
• 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 team and 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.

Skills

Estate planning

Trust design

Wealth transfer

Regulatory updates

Legal drafting

Communication

Team collaboration

Public speaking

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. The role focuses on expert estate planning strategies, trust design, and wealth transfer, serving top clients and advisors.

The ideal candidate has 10+ years in trusts and estates, strong drafting skills, and the ability to translate complex concepts into practical guidance for financial professionals. Collaboration with a large, experienced team is essential.