Partnerships Lead – Law Schools
Harvey
Senior Attorney – Estate Planning Strategist
Mercer Advisors
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
- Familiarity with advanced planning strategies
- Supporting book of ultra-high-net-worth clients
- Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
- Answering general informational estate planning questions from clients and advisor teams
- Serving as an in-house resource in estate planning to wealth management teams nationwide
- Remaining current with related estate, trust, and tax legislation nationwide
- Supporting business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
- Mentoring and coaching Estate Planning Strategists
- Managing an estate planning service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
- Meeting with clients to design, implement, fund, and maintain estate plans (as attorney under Advanced Services Law Group, Inc.)
- Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents, as well as advanced planning tools including IDGTs, QRPTs, ILITs, SLATs, and LLCs
- Preparing and reviewing deeds and real property transfer documents.
Requirements
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- 4+ years legal experience in estate planning preferred
- Ability to travel up to 25%
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
