Senior Estate & Wealth Transfer Strategist

Corient; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Corient in Boston, MA is seeking a senior estate planning attorney to serve as the firm’s planning expert for clients with $10M+ in investable assets. You will design sophisticated estate, tax, and wealth transfer analyses and present clear recommendations to Wealth Advisors and clients.

The role requires at least 5 years of law firm estate planning practice, JD, and advanced credentials; CPA/CFP/CPWA/CTFA valued.

Qualifications

• Minimum of 5 years of law firm practice in estate planning.
• Significant experience advising families with $10M+ in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.

Responsibilities

• Lead complex estate planning and wealth transfer work for HNW/UHNW clients as the planning expert.
• Communicate sophisticated planning concepts clearly to clients and Wealth Advisors.
• Support business development by showcasing advanced planning capabilities to clients and referral partners.
• Mentor and train Wealth Advisors and staff on estate planning and wealth transfer strategies.
• Identify opportunities for estate, tax, and wealth transfer reviews with clients and advisors.

Skills

Estate planning

Wealth transfer

Client communication

Education

Bachelor’s degree and Juris Doctor (JD) required

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient in Boston, MA is seeking a senior estate planning attorney to serve as the firm’s planning expert for clients with $10M+ in investable assets. You will design sophisticated estate, tax, and wealth transfer analyses and present clear recommendations to Wealth Advisors and clients.

The role requires at least 5 years of law firm estate planning practice, JD, and advanced credentials; CPA/CFP/CPWA/CTFA valued.