Estate Planning Director
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $182,000 - $215,000 per year
Job Level
About the role
- Serve as an in-house resource in estate planning to wealth management teams and clients nationwide
- Maintain book of ultra-high-net-worth clients
- Review and summarize existing estate planning documents
- Remain current with related estate, trust, and tax legislation nationwide
- Supporting business development through networking, leading presentations, drafting publications, and supporting prospective client meetings, as necessary
- Conduct research on nuanced and specialized estate planning topics
- Manage a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
- Mentor and coach estate planning strategists
- Other duties, as assigned
- Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation.
- Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents.
- Advise on estate, gift, and generation-skipping transfer (GST) tax strategies.
- Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies.
- Prepare and review deeds and real property transfer documents.
Requirements
- Juris Doctor (JD)
- LL.M. in Taxation or Estate Planning strongly preferred
- Licensed to practice law in at least one state
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- 8-12 years legal experience in estate planning and deep technical expertise
- Proven track record of handling planning matters for clients with high net worths
- Ability to travel up to 25%.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningtruststax strategiesdrafting estate plan documentswealth transfer strategiesgift tax mitigationreal property transfer documentslegal researchclient advisory
Soft Skills
mentoringcoachingcommunicationnetworkingpresentation skillstime managementteam collaborationclient relationship management
Certifications
Juris Doctor (JD)LL.M. in Taxation or Estate Planning