Estate Planning Specialist - Collaborative Vision

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)
• 3-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