Remote Tech-Driven Estate Planner for HNW Clients

Signature Estate & Investment Advisors, LLC

Los Angeles (CA)

Hybrid

USD 190,000 - 320,000

Full time

9 days ago

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Job summary

Signature Estate & Investment Advisors, LLC seeks an energetic Estate Planning Attorney / Estate Specialist with 10+ years in wealth management, estate law or financial planning. This role blends technical oversight with strategic advisory duties for high-net-worth clients, leveraging technology to optimize retirement planning, investments, and tax strategies.

Based in Los Angeles with optional remote work and travel ~15-20%, you will lead planning conversations, mentor teammates, and

Qualifications

Minimum 10+ years of estate planning experience across law firms, investment advisory, or family office services.
JD, LLM or CFP designation required; AEP is a plus.
Ability to communicate complex tax concepts clearly.
Experience with intergenerational wealth transfer planning and gift/estate tax returns.

Responsibilities

Serve as the firm's technical authority on estate planning.
Meet with advisors and clients to identify planning opportunities and solutions.
Utilize estate planning software (eMoney) to build comprehensive client plans.
Collaborate with external counsel to implement estate strategies.
Lead client education content and seminars; mentor team members.
Travel approximately 15-20% as needed.
Facilitate business exit planning conversations when clients sell or transition liquidity.
Support continuous learning and collaboration within the Center of Excellence.