Senior Estate Planning Strategist, High Net Worth

Osaic; Billings (MT); 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 seeks an experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will guide complex estate planning, trust design, and wealth transfer strategies, translating legal concepts into actionable advice for financial advisors.

Ideal candidates bring extensive law practice in trusts and estates, plus ability to educate advisors on evolving tax and regulatory developments.

Qualifications

• 10+ years of experience practicing law with focus on trusts & estates.
• Extensive drafting, reviewing, and interpreting estate planning documents.
• Strong knowledge of federal estate, gift, and generation-skipping transfer tax concepts.

Responsibilities

• Serve as trusted estate planning resource for financial advisors serving high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents (wills, trusts, powers of attorney, healthcare directives).
• Identify opportunities, risks, and gaps within clients' estate plans; coordinate with internal teams.

Skills

Estate planning

Trust design

Wealth transfer planning

Communication to financial advisors

Legal analysis

Education

Juris Doctor (J.D.)

Bachelor's Degree

Tools

Microsoft Office

Job description

Osaic seeks an experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will guide complex estate planning, trust design, and wealth transfer strategies, translating legal concepts into actionable advice for financial advisors.

Ideal candidates bring extensive law practice in trusts and estates, plus ability to educate advisors on evolving tax and regulatory developments.