Attorney – Estate Planning Strategist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Conduct independent meetings with wealth advisors, financial planners, and other wealth management professionals, as well as Wealth Solutions members, to evaluate, fund, and sustain estate plans.

• Analyze and summarize current estate planning documents.

• Provide recommendations for modifications and additions based on changes in legislation and family situations.

• Respond to general estate planning inquiries from clients and advisor teams.

• Act as an internal estate planning resource for wealth management teams across the country.

• Stay informed about relevant estate, trust, and tax legislation nationwide.

• Assist with business development through presentations and thought leadership publications as required.

• Oversee an assigned service specialist, managing daily tasks, training, scheduling, time management, coaching, and mentoring.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• Juris Doctor (JD) degree.

• Must be licensed to practice law in at least one state.

• Capability to interpret and communicate complex estate planning topics to Wealth Management teams and clients.

• 2-6 years of legal experience in estate planning is preferred.

• Willingness to travel up to 25% of the time.

• Availability during standard business hours, Monday through Friday, from 8 AM to 5 PM.

• A dedicated home office workspace that is free from interruptions if working remotely.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off for Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow for recovery, bonding with the baby, and enjoying family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services to assist you and your loved ones with a variety of caring needs for aging parents, young children, life's challenges, and more.

• 401(k) Retirement Plan with both Traditional and Roth options, including a match per pay period and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

• Basic technology needs will be provided for the position.

• Eligibility for incentive compensation.