Senior Estate Planning Attorney (Remote)

Socket.dev; Atlanta (GA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Health Plans

Dental Plan

Vision Insurance

HSA contributions

401(k) Plan

Job summary

Mercer Advisors in the United States seeks an Estate Planning Attorney to join the Wealth Solutions group, focusing on planning strategies for high net worth clients.

Preference for candidates in Atlanta, NYC, Chicago, or Dallas, as the role will require in-office presence 1–2 days per month. JD and bar admission are required, with a nationwide advisory scope and a strong benefits package.

Qualifications

• Juris Doctor (JD) degree required.
• Licensed to practice law in at least one state.
• 4–8 years of estate planning experience preferred.
• Ability to travel up to 25%.

Responsibilities

• Meet with wealth advisors and teams to review and maintain estate plans.
• Learn advanced planning strategies.
• Build book of ultra-high-net-worth clients.
• Review estate planning documents and make recommendations.
• Answer informational estate planning questions from clients and teams.
• Serve as in-house estate planning resource to nationwide teams.
• Stay current with estate, trust, and tax legislation nationwide.
• Support business development through presentations and client meetings.
• Mentor Estate Planning Strategists.
• Oversee day-to-day tasks of a service specialist.
• Handle other duties, as assigned.

Skills

Juris Doctor (JD)

Licensed to practice law in at least 1

Education

Licensed to practice law in at least one state

Job description

Mercer Advisors in the United States seeks an Estate Planning Attorney to join the Wealth Solutions group, focusing on planning strategies for high net worth clients.

Preference for candidates in Atlanta, NYC, Chicago, or Dallas, as the role will require in-office presence 1–2 days per month. JD and bar admission are required, with a nationwide advisory scope and a strong benefits package.