Senior Estate Planning Architect for Wealth Transfer

Osaic; Maryland; On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking an experienced Estate Planning Strategist to join our High Net Worth Planning Services team as a subject matter expert on estate planning, trust design, wealth transfer, and related regulatory developments for ultra-high-net-worth clients.

The ideal candidate has extensive trusts-and-estates law experience, can analyze complex documents, identify opportunities and gaps, and explain sophisticated concepts to 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 governance documents.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents, including trusts, wills, powers of attorney, and related tax returns.
• Identify opportunities, risks, and gaps within clients' estate plans.
• Collaborate with internal planning specialists to support complex client scenarios.
• Educate financial advisors on estate planning concepts and emerging trends through trainings and resources.
• Produce timely briefs and internal guidance on estate planning developments for the team.

Skills

Estate planning

Trust design

Wealth transfer

Regulatory knowledge

Tax concepts

Educational content

Communication skills

Team collaboration

Education

Bachelor's degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic is seeking an experienced Estate Planning Strategist to join our High Net Worth Planning Services team as a subject matter expert on estate planning, trust design, wealth transfer, and related regulatory developments for ultra-high-net-worth clients.

The ideal candidate has extensive trusts-and-estates law experience, can analyze complex documents, identify opportunities and gaps, and explain sophisticated concepts to financial advisors.