Senior Estate Planning Strategist

This is a fully remote position, open to applicants in Alabama, +35 more states.

📋 Description

• Act as a trusted estate planning advisor for financial professionals catering to high-net-worth and ultra-high-net-worth clients.

• Examine, analyze, and summarize intricate estate planning and associated documents, including wills, both revocable and irrevocable trusts, powers of attorney, healthcare directives, tax returns, buy-sell agreements, and other planning instruments.

• Spot estate planning opportunities, risks, inconsistencies, and potential deficiencies within clients’ current estate plans.

• Work in collaboration with internal planning experts, business partners, and financial advisors to assist in complex client situations and coordinate comprehensive planning recommendations.

• Identify planning strategies pertaining to wealth transfer, trust planning, charitable contributions, business succession, gifting, and estate tax reduction.

• Create clear, accessible, and actionable summaries of estate plans and planning insights.

• Provide education to financial advisors through consultations, training sessions, webinars, written materials, and other learning formats.

• Keep track of and analyze legislative, regulatory, and tax law changes impacting estate planning and wealth transfer strategies.

• Produce briefs, articles, and internal guidance on estate planning, taxation, and legislative updates.

• Represent Osaic as a subject matter expert in estate planning through presentations at conferences, events, webinars, and team training sessions.

• Contribute to the development of estate planning resources, tools, and best practices.

• Perform other assigned duties as necessary.

⛳️ Requirements

• Bachelor’s Degree is mandatory.

• Juris Doctor (J.D.) is required.

• Over 10 years of legal practice experience with a primary emphasis on trusts and estates.

• Substantial experience in drafting, reviewing, and interpreting estate planning documents.

• In-depth knowledge of federal estate, gift, and generation-skipping transfer tax principles.

• Strong familiarity with trust structures, wealth transfer strategies, charitable planning methods, and business succession planning.

• Experience in reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements.

• Proven experience researching and interpreting legislative, regulatory, and tax law changes.

• Ability to convey complex estate planning concepts to non-attorneys effectively.

• Experience in developing educational content and delivering presentations to various audiences.

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

• Proven ability to influence and collaborate across different organizational levels.

• Capability to manage multiple complex cases, projects, and priorities at the same time.

• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• 401k

• Paid time away

• Volunteer days