Senior Estate Planning Strategist

Osaic

. Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.

Posted 10/14/2026full-timeRemote • United StatesSenior💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in estate planning, including drafting and reviewing complex documents, understanding tax implications, and developing strategies for wealth transfer and charitable giving. Strong communication and collaboration skills to educate and influence financial advisors and clients effectively.

Highest-signal resume keywords

Juris Doctor (J.D.)10+ Years of Experience in Trusts and EstatesEstate Planning Document Drafting and ReviewFederal Estate and Gift Tax KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate Planning Document ReviewTrust Structures KnowledgeWealth Transfer StrategiesCharitable Planning TechniquesBusiness Succession PlanningLegislative and Regulatory ResearchTax Law InterpretationAnalytical SkillsEducational Content DevelopmentPresentation Skills

Soft Skills

Strong Communication SkillsCollaboration SkillsInfluencing SkillsAnalytical ThinkingProject Management

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Bachelor’s DegreeJuris Doctor (J.D.)

Industry Keywords

Estate PlanningHigh-Net-Worth ClientsWealth TransferTax MitigationBuy-Sell AgreementsHealthcare DirectivesPowers of AttorneyCharitable GivingEstate Tax ConceptsTrust Planning

About the role

Key responsibilities & impact

Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.
Review, analyze, and summarize complex estate planning and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, tax returns, buy-sell agreements, and other planning instruments.
Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients’ existing estate plans.
Collaborate with internal planning specialists, business partners, and financial advisors to support complex client situations and coordinate integrated planning recommendations.
Identify planning strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation.
Develop concise, accessible, and actionable estate plan summaries and planning observations.
Educate financial advisors through consultations, training programs, webinars, written resources, and other learning opportunities.
Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.
Produce briefs, articles, and internal guidance on estate planning, tax, and legislative developments.
Represent Osaic as an estate planning subject matter expert through presentations at conferences, events, webinars, and team training programs.
Contribute to estate planning resources, tools, and best practices.
Perform all other duties as assigned.

Requirements

What you’ll need

Bachelor’s Degree required.
Juris Doctor (J.D.) required.
10+ years of experience practicing law with a primary focus on trusts and estates.
Extensive experience drafting, reviewing, and interpreting estate planning documents.
Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning.
Experience reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements.
Experience researching and interpreting legislative, regulatory, and tax law developments.
Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences.
Experience developing educational content and presenting to diverse audiences.
Strong written, verbal, analytical, and research skills.
Demonstrated ability to influence and collaborate across organizational levels.
Ability to manage multiple complex cases, projects, and priorities simultaneously.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Benefits

Comp & perks

Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days