Senior Estate Planning Professional
$120k - $160kLHH
A nationally recognized financial institution is hiring a Senior Estate Planning Professional to support ultra?high?net?worth clients ($50M$100M) . Youll join a team of 12 EP professionals and serve as the SME in client meetings, guiding and educating clients about their estate plans (without giving legal advice).
Key Responsibilities:
Sit in on client meetings as the estate planning SME
Review complex estate planning documents (wills, trusts, probate avoidance, generational trusts, SNTs, Medicaid planning, business succession, charitable planning, advanced gifting)
Gather documents, identify gaps, and help clients understand their planning options
Draft estate planning documents
Handle ~13 client cases per week
Partner with Investment Counselors (like Financial Advisors)
What You Bring:
10+ years of complex EP work strongly preferred
Experience drafting EP documents
Experience supporting clients with $500K+ net worth (UHNWI experience a plus)
JD or LLM (active bar not required)
Bonus backgrounds: Louisiana bar, international estate planning
Work Model & Benefits:
Initial 90 days 100% onsite; hybrid afterward
Hybrid: 75 WFH days/year (prorated in year 1), max 12/month, no 5-day blocks
No evenings, no weekends, no billables
$120K -$160K base + bonus (Total comp $150K - $225K)
100% employer?paid medical/dental/vision for employee & dependents
401(k) match: $1 ? $0.50 up to IRS limit
20 PTO days + 10 paid holidays (additional PTO after year 5)
Open, collaborative workspace with private offices available
Vacancy posted 2 days ago
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