Senior Estate Planning Architect for UHNW Legacies

Acorn Financial Services; Reston (VA); On-site; USD 180,000 - 260,000; Full time

Job summary

Acorn Financial Services seeks a Principal Estate Planning Attorney to architect definitive legal frameworks that protect clients' wealth from legislative risk and tax friction. You will design complex, multi-generational trust structures for UHNW families, collaborating with wealth managers and tax strategists.

You will translate dense law into clear guidance for high-stakes decisions, ensuring enduring legacy and alignment with the firm's tax and investment models.

Qualifications

• Sweat the minute legal details of complex trusts to avoid drafting oversights.
• Translate dense legal code into actionable clarity for clients during wealth transfers.
• Build legal architectures that anticipate future legislative changes.

Responsibilities

• Design, draft, and execute advanced wealth transfer mechanisms for UHNW families.
• Review external estate plans and align drafted documents with internal tax and investment strategies.
• Provide principal-level guidance on trust administration and fiduciary risk management.
• Update firm protocols to reflect shifts in federal and state estate tax law.

Skills

Attention to detail

Proactive communication

Strategic wealth planning

Job description

Acorn Financial Services seeks a Principal Estate Planning Attorney to architect definitive legal frameworks that protect clients' wealth from legislative risk and tax friction. You will design complex, multi-generational trust structures for UHNW families, collaborating with wealth managers and tax strategists.

You will translate dense law into clear guidance for high-stakes decisions, ensuring enduring legacy and alignment with the firm's tax and investment models.