Job Details

A nationally recognized financial institution is hiring a Senior Estate Planning Professional to support ultra‑high‑net‑worth clients ($50M–$100M). You'll join a team of 12 EP professionals and serve as the SME in client meetings, guiding and educatingclients about their estate plans (without giving legal advice).

Key Responsibilities:

• Sit in on client meetings as the estate planning SME

• Review complex estate planning documents (wills, trusts, probate avoidance, generational trusts, SNTs, Medicaid planning, business succession, charitable planning, advanced gifting)

• Gather documents, identify gaps, and help clients understand their planning options

• Draft estate planning documents

• Handle ~13 client cases per week

• Partner with Investment Counselors (like Financial Advisors)

What You Bring:

• 10+ years of complex EP work strongly preferred

• Experience drafting EP documents

• Experience supporting clients with $500K+ net worth (UHNWI experience a plus)

• JD or LLM (active bar not required)

• Bonus backgrounds: Louisiana bar, international estate planning

Work Model & Benefits:

• Initial 90 days 100% onsite; hybrid afterward

• Hybrid: 75 WFH days/year (prorated in year 1), max 12/month, no 5-day blocks

• No evenings, no weekends, no billables

• $105–130K base + defined bonus ($25–35K annually)

• 100% employer‑paid medical/dental/vision for employee & dependents

• 401(k) match: $1 → $0.50 up to IRS limit

• 20 PTO days + 10 paid holidays (additional PTO after year 5)

• Open, collaborative workspace with private offices available