Senior Estate Planning Attorney for UHNW Clients

Lido Advisors, LLC; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

Lido Advisors is seeking a highly experienced estate planning attorney to partner with Wealth Managers and clients to develop sophisticated estate plans for high-net-worth and ultra-high-net-worth individuals. The role involves drafting, execution, and ongoing implementation while ensuring compliance with evolving laws and regulations.

You will collaborate with advisors and outside counsel to deliver comprehensive planning strategies and stay current with regulatory developments affecting estate

Qualifications

• Bachelor's degree and JD with at least 7 years of estate planning experience.
• Experience with trusts, wills, advance directives for high-net-worth clients.
• Strong communication, analytical, and leadership abilities.
• Proficiency with Excel, Word, Outlook, Salesforce and PowerPoint.

Responsibilities

• Review estate planning documents for HNW and UHNW clients.
• Manage engagements from intake through drafting and implementation.
• Educate clients on estate planning as SME with Wealth Managers.
• Navigate complex legal and tax implications in planning.
• Collaborate with outside counsel on multistate estate planning matters.
• Keep abreast of changes in law and update templates accordingly.

Skills

Written & Verbal Communication

Analytical Thinking

Problem-Solving

Team Leadership

Organizational Skills

Education

Bachelor's degree

Juris Doctor degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Lido Advisors, a leading independent Wealth Management and portfolio management firm, is rapidly expanding and adding to our current 35 offices across the United States. Lido offers a unique culture with our in-house, comprehensive, and advanced approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies.

This position will partner with advisors and our clients to provide comprehensive estate planning, which may include advanced estate planning structures as well as the drafting of documents. In this highly collaborative role, the estate planning lawyer develops and implements sophisticated estate planning strategies for high-net-worth and ultra-high-net-worth clients. Serving as a trusted subject matter expert, this role guides clients and advisors through complex engagements while ensuring strategies remain aligned with evolving legal and regulatory requirements.

Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Key Responsibilities:

• Review estate planning documents including wills, trusts, powers of attorney, and advanced directives for HNW and UHNW clients
• Manage estate planning engagements from initial consultation through drafting, execution, and implementation
• Partner with Wealth Managers and Advisors as the subject matter expert to educate clients on matters of estate planning
• Navigate complex legal and financial issues relating to estate planning and potential tax implications
• Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning matters
• Keep up to date with legal issues affecting our areas of practice
• Monitor legislative, regulatory, and case-law developments and update planning strategies and document templates accordingly

Requirements

• Bachelor's degree and Juris Doctor degree with a minimum of 7 years of relevant experience
• Deep experience in estate planning – including trusts, wills, advance medical directives, and work with high-net-worth and ultra-high-net-worth individuals
• Demonstrated successful results navigating and solving complex estate planning matters
• Sophisticated communication and influencing skills on complex issues
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Must be highly organized, technically strong, and an enthusiastic, effective team leader
• Experience with Excel, Word, Outlook, Salesforce, and PowerPoint