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Lifeworks Advisors · 3 days ago

Director of Estate Planning / Senior Estate Planning Counsel

United States

Full-time

Remote

Senior Level, Lead/Staff

$125K/yr - $150K/yr

10+ years exp

Lifeworks Advisors is a rapidly growing registered investment advisory firm dedicated to helping clients align their financial decisions with their values. The Director of Estate Planning / Senior Estate Planning Counsel will lead the estate planning function, working directly with high-net-worth clients and advising on complex planning strategies.

Digital MarketingFinancial ServicesFinTechWealth Management

Responsibilities

Meet with clients nationwide via video conference, both one-on-one and in joint meetings with advisors

Partner with our advisory team on challenging cases involving complex family dynamics, business ownership, or multi-generational wealth

Present advanced planning projections and help clients understand the outcomes of different strategies

Coordinate with our external attorney network for advanced trust drafting and complex planning work

Train and educate our growing team of financial advisors on estate planning fundamentals

Guide clients through trust funding and coordinate deed transfers

Serve as a compassionate first point of contact for families after a client's death, helping them understand next steps and connecting them to the right resources

Qualification

Estate Planning ExperienceJuris Doctor (JD)Active Bar LicenseEstateGift Tax KnowledgeTrust Structures KnowledgeWealth Transfer StrategiesHigh Net Worth ClientsTeachingGuiding ClientsEstate Planning SoftwareBackground with Financial AdvisorsExceptional Communication Skills