Estate Planning Specialist
Estate Planning Specialist
Multiple Locations: Plano TX | Camas WA | Tampa FL
Role Overview:
Join our distinguished team as an Estate Planning Specialist, providing sophisticated estate planning analysis and recommendations to high-net-worth individuals. This role offers an exceptional opportunity to leverage your expertise in estate planning, business succession, and tax strategies while enjoying work-life balance through our hybrid work model.
Key Responsibilities:-Conduct comprehensive annual estate plan reviews for clients with complex portfolios ($500k+)-
Analyze existing estate structures and identify opportunities for optimization-
Provide expert guidance on probate avoidance strategies and tax efficiency-
Collaborate with relationship managers to deliver white-glove concierge service-
Connect clients with vetted local estate attorneys when specialized legal counsel is needed-
Review business succession plans, real estate holdings, and family wealth transfer strategies-
Prepare detailed recommendations addressing tax implications and wealth preservation
Ideal Background:-JD degree and/or extensive experience in trust administration, business planning, or estate planning-
5+ years of experience working with high-net-worth individuals and business owners-
Deep understanding of estate and tax planning laws in respective state-
Experience with business succession planning, M&A implications, and real estate portfolios-
Strong analytical and communication skills-
Background working with clients managing complex family wealth transfer scenarios
Work Environment:-
Hybrid schedule: 75 days remote work annually-
Collaborative team environment supporting relationship managers-Zero business development requirements - focus solely on existing client advisory work-
Standard business hours, 40-hour work week
Benefits:-100% employer-paid premium coverage for employee and dependent health insurance-
401(k) with 50% matching up to IRS maximum-
Generous PTO and holiday schedule-
Professional development opportunities including CLE credits-
Eligible for a discretionary bonus based on firm and individual performance-
100% paid medical, dental and vision premiums for you and your qualifying dependents-
A 50% 401(k) match, up to the IRS maximum-
20 days of PTO, plus 10 paid holidays-
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care -
$10,000 fertility, hormonal health and family-forming benefit
Interview Process:-Initial conversation with HR and hiring manager-
interview with VP and internal legal counsel-
Case study analysis (5-page maximum response within 7 days)-
- week typical timeline to offer
This role is ideal for accomplished professionals seeking to focus purely on technical estate planning expertise in a supported environment with excellent work-life balance and comprehensive benefits.
Required Skills:-Advanced knowledge of estate planning strategies-
Expertise in trust structures and tax implications-
Understanding of business succession planning-
Experience with high-net-worth family dynamics-
Strong analytical and writing abilities-
Excellent interpersonal communication skills
Join our team of experts and apply your deep knowledge of estate planning in a role focused on delivering exceptional value to appreciative clients who actively seek your expertise.
Equal Opportunity Employer