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New Attorney (Estate Planning Strategist)

Mercer Advisors
US

  • Independently meet with wealth advisors to review, fund, and maintain estate plans.
  • Review existing estate planning documents and make recommendations based on changes in law and family circumstances.
  • Serve as an in-house resource in estate planning to wealth management teams nationwide.

Wealth Management Legal
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Private Wealth Counsel

Wealth.com
US Unlimited PTO

  • Conduct detailed reviews and provide clear summaries of estate plans for UHNW clients. - Provide full product life-cycle counseling and build scalable efficient processes. - Lend legal expertise to the engineering and data science teams in developing AI tools.

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms. They cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work for 2025.

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