Senior Estate Planning Strategist for High Net Worth

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning, trust design, wealth transfer planning, and regulatory developments impacting high-net-worth clients.

The ideal candidate has extensive law practice experience in trusts and estates, can analyze complex documents, identify opportunities and gaps, and communicate 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 business ownership and governance documents, including buy-sell agreements.
• Experience researching and interpreting legislative, regulatory, and tax law developments.
• Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Familiarity with advanced planning topics and estate planning technology platforms.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, tax returns, buy-sell agreements, and other instruments.
• Identify estate planning opportunities, risks, inconsistencies, and gaps within clients' existing plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinated planning.
• Collaborate with financial advisors to identify planning strategies related to wealth transfer and estate tax mitigation.
• Develop concise, accessible estate plan summaries and planning observations for advisors and clients.
• Educate financial advisors on estate planning concepts, strategies, and trends through trainings, webinars, and resources.
• Monitor legislative, regulatory, and tax developments affecting estate planning and wealth transfer.
• Produce briefs and guidance for the High Net Worth Planning Services team and advisors.
• Represent Osaic as a subject matter expert in presentations and events.
• Contribute to developing resources and best practices for advisor effectiveness.

Skills

Estate planning expert

Trust design

Wealth transfer planning

Communicating complex concepts

Educational content development

Education

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Tools

Microsoft Office

Estate planning software platforms

Job description

Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning, trust design, wealth transfer planning, and regulatory developments impacting high-net-worth clients.

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