Senior Estate Planning Strategist – High Net Worth, Remote

Osaic; Las Vegas (NV); Hybrid; 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 an experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. The role focuses on estate planning strategies, trust design, wealth transfer, and regulatory developments impacting high-net-worth clients.

The candidate will analyze complex documents, identify opportunities and gaps, and translate sophisticated concepts for financial advisors. Collaboration with a large team and ongoing advisor education are key components of the role.

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.
• Strong written, verbal, analytical, and research skills.

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, trusts, powers of attorney, and tax returns.
• Identify opportunities, risks, inconsistencies, and gaps within clients' estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.
• Collaborate with financial advisors to identify wealth transfer and estate tax mitigation strategies.
• Develop concise, actionable estate plan summaries for advisors and clients.
• Educate advisors on estate planning concepts via consultations, training, webinars, and resources.
• Monitor legislative, regulatory, and tax developments affecting estate planning.
• Produce briefs and guidance for the High Net Worth Planning Services team and broader advisor population.
• Represent Osaic as an estate planning SME through presentations, events, and team training.

Skills

Estate planning

Legal analysis

Regulatory monitoring

Communicate to non-attorneys

Educational content development

Collaboration

Project management

Microsoft Office

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic is seeking an experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. The role focuses on estate planning strategies, trust design, wealth transfer, and regulatory developments impacting high-net-worth clients.

The candidate will analyze complex documents, identify opportunities and gaps, and translate sophisticated concepts for financial advisors. Collaboration with a large team and ongoing advisor education are key components of the role.