Senior Estate Planning Strategist - Remote for HNW

Advisor Group; Scottsdale (AZ); Remote; 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 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 gaps,

Qualifications

• 10+ years of experience practicing law focusing on trusts and estates.
• 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, and business succession planning.
• Experience reviewing corporate tax returns and governance documents, including buy-sell agreements.
• Ability to communicate complex concepts to non-attorney audiences.
• Experience developing educational content and presenting to diverse audiences.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors serving 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, individual and corporate tax returns, buy-sell agreements, and other planning instruments.
• Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients’ existing estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.
• Collaborate with financial advisors to identify planning strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation.
• Develop concise, accessible, and actionable estate plan summaries and planning observations for financial advisors and their clients.
• Educate financial advisors on estate planning concepts, strategies, and emerging trends through consultations, training programs, webinars, written resources, and other learning opportunities.
• Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.
• Produce timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.
• Represent Osaic as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training programs.
• Contribute to the development of estate planning resources, tools, and best practices that enhance advisor effectiveness and client outcomes.
• All other duties as assigned.

Skills

Analytical skills

Verbal communication

Written communication

Research skills

Collaborative teamwork

Education

Bachelor’s Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic seeks 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 gaps,