Estate Planning Attorney

In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies. Analyze clients’ financial situations to design strategies and drive client decision making. Lead presentations to advisors and clients to enable client decision making. Collaborate with clients’ outside legal and tax advisors. Responsible for managing workflow in alignment with service level agreements.