Estate Planning Partner – UHNW

Mercer Advisors

Estate planning partner advising ultra-high-net-worth families at Mercer Advisors, an integrated wealth management firm. Designing advanced trusts, tax strategies, business structures, and multigenerational succession plans.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including advanced wealth transfer techniques and federal transfer tax law, while effectively managing client relationships and leading a team of estate strategists. Proven ability to design comprehensive estate plans and navigate complex trust administration and business succession strategies.

Highest-signal resume keywords

Juris Doctor (J.D.)Estate PlanningFederal Transfer Tax LawTrust AdministrationClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Wealth Transfer TechniquesIrrevocable TrustsRevocable TrustsWillsPowers of AttorneyHealthcare DirectivesBusiness Succession PlanningEntity SelectionTax PlanningEstate and Gift Tax Returns

Soft Skills

CommunicationTeam CollaborationClient Advisory

Certifications & Qualifications

Licensed to Practice Law

Industry Keywords

Ultra High Net Worth (UHNW)Family GovernanceHeir EducationSuccession DesignMulti-Generational PlanningPrivate Wealth ManagementFamily OfficeRIA Structure

About the role

Key responsibilities & impact

Lead client relationships alongside senior wealth advisors and serve as the in-house estate planning strategic partner and subject matter expert to Regis families.
Maintain and grow a book of Regis clients, families with balance sheets that often exceed +$100M.
Manage a select team of UHNW-focused estate strategists and operational support specialists to drive excellent client outcomes.
Partner with in-house interdisciplinary experts and clients’ outside advisors to integrate advanced estate planning strategies within broader financial plans.
Support new client development through prospective client meetings, industry conferences, and thought leadership content and publications.
Partner with Regis leadership to improve and grow the service and operating model, technology stack, and talent or organizational design.
Design and implement comprehensive estate plans using advanced wealth transfer techniques, irrevocable and revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents.
Lead multi-generational planning conversations involving family governance, heir education, trustee selection, and succession design for closely held businesses.
Advise on complex estate, gift, and generation-skipping transfer tax strategies; identify planning windows and legislative risk.
Design and implement complex FLLCs and other business structures, including formation, entity selection, succession planning, buy/sell agreements, and business tax planning.
Advise on trust administration, trust modification and decanting strategies, and trustee/beneficiary conflict navigation.
Prepare and review deeds, real property transfer documents, and federal and state estate and gift tax returns.

Requirements

What you’ll need

Juris Doctor (J.D.) from an accredited law school.
Licensed to practice law in at least one state.
15+ years of legal experience in estate planning, with most experience advising clients with balance sheets of $25M or greater.
Meaningful experience with $100M+ families required.
Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques.
Ability to interpret and clearly convey complex estate planning topics to wealth management teams and clients.
Experience advising on business succession, liquidity events such as IPOs, M&A exits, and ESOP transactions, and estate planning implications of closely held business interests.
Prior experience in a private wealth department at an AmLaw 100/200 firm or nationally recognized estate planning boutique.
Comfort operating in a team-based financial advisory environment and regulated RIA structure.
Prior family office, wealth management firm, or multi-family office experience is a differentiating asset.
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours.
No heavy lifting over 10 lbs.

Benefits

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Basic technology needs will be provided to satisfy position requirements.