Senior Estate Planning Strategist for High-Net-Worth Planning

Osaic; Delaware; 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 is seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and

Qualifications

• 10+ years of experience practicing law focused 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

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients
• Review, analyze, and summarize complex estate planning documents (wills, trusts, powers of attorney, directives, tax returns)
• Identify opportunities, risks, and gaps within clients' existing estate plans
• Collaborate with internal planning specialists and business partners to support complex client situations
• Coordinate planning recommendations with financial advisors on wealth transfer, trust planning, gifting, and tax mitigation
• Develop concise estate plan summaries and planning observations for advisors and clients
• Educate advisors on estate planning concepts and emerging trends through various learning formats
• Monitor legislative, regulatory, and tax developments affecting estate planning
• Produce briefs and guidance for the team and advisor population
• Represent Osaic as an estate planning SME in presentations and events
• Contribute to resources and best practices to enhance advisor effectiveness

Skills

Estate planning

Effective communication

Regulatory awareness

Collaboration

Education content

Presentation skills

Microsoft Office

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic is seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and