Senior Estate Planning Professional

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