Senior Estate Planning Strategist - Remote & HNW Focus

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

Job summary

Osaic, based in the United States, is seeking a highly experienced Estate Planning Strategist to join its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related regulatory developments affecting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in trusts and estates, with the ability to analyze complex documents, identify opportunities and gaps, and communicate

Qualifications

• 10+ years of experience in trusts and estates law.
• Experience drafting and interpreting estate planning documents.
• Strong knowledge of federal estate, gift, and generation-skipping transfer taxes.
• Understanding of trust structures and wealth transfer strategies.
• Ability to explain complex estate planning concepts to non-attorneys.
• Experience creating educational content and presenting to diverse audiences.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors serving high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents and related instruments.
• Identify opportunities, risks, inconsistencies, and gaps within clients' estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.
• Educate financial advisors on estate planning concepts, strategies, and trends through trainings and webinars.
• Monitor and analyze legislative, regulatory, and tax developments affecting estate planning and wealth transfer.
• Produce briefs and internal guidance for the High Net Worth Planning Services team.
• Represent Osaic as an estate planning SME at advisor conferences, events, and trainings.
• Develop estate planning resources, tools, and best practices for advisor effectiveness.

Skills

Estate planning

Trusts and estates

Legal analysis

Public speaking

Education

Bachelor's degree

Juris Doctor (J.D.)

LL.M. in Taxation

Tools

Microsoft Office

Job description

Osaic, based in the United States, is seeking a highly experienced Estate Planning Strategist to join its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related regulatory developments affecting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in trusts and estates, with the ability to analyze complex documents, identify opportunities and gaps, and communicate