Attorney – Estate Planning Strategist

Mercer Advisors

Estate planning attorney helping Mercer Advisors integrate tax, estate, investment, and financial planning for affluent families. Reviewing plans, advising wealth teams, and supporting client education and business development.

Posted 8/18/2026full-timeNewport Beach • California • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning, including the ability to interpret complex legal topics and provide guidance to wealth management teams and clients. Holds a Juris Doctor (JD) and is licensed to practice law, with a strong understanding of estate, trust, and tax legislation.

Highest-signal resume keywords

Juris Doctor (JD)Estate PlanningLegal ExperienceClient CommunicationTeam Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate PlanningLegal ResearchDocument ReviewLegislation InterpretationTax Law Knowledge

Soft Skills

CoachingMentoringCommunicationTime Management

Tools & Technologies

Basic Office Technology

Certifications & Qualifications

Licensed to Practice Law

Industry Keywords

Wealth ManagementEstate LawTrust LawBusiness DevelopmentThought Leadership

About the role

Key responsibilities & impact

Meet independently with wealth advisors, financial planners, wealth management professionals, and Wealth Solutions members to review, fund, and maintain estate plans
Review and summarize existing estate planning documents
Recommend changes and additions based on changes in law and family circumstances
Answer general estate planning questions from clients and advisor teams
Serve as an in-house estate planning resource to wealth management teams nationwide
Remain current with estate, trust, and tax legislation nationwide
Support business development through presentations and thought leadership publications as necessary
Manage an assigned service specialist, including day-to-day tasks, training, calendars, time management, coaching, and mentoring
Perform other duties as assigned

Requirements

What you’ll need

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
2–6 years of legal experience in estate planning preferred
Ability to travel up to 25%
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
Ability to work in a professional office environment or dedicated home office workspace
Basic technology needs for the role

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
Basic technology needs provided for the position