Estate Planning Partner – UHNW (West Coast)
$212,500–$250,000 year
RemoteUnited States
Job Summary
Lead client relationships as the in-house estate planning strategic partner and subject matter expert for ultra-high net worth Regis families, maintaining and growing a book of clients with balance sheets exceeding $100M. Manage a select team of estate strategists and operational support specialists to drive client outcomes, while partnering with interdisciplinary experts to integrate advanced estate planning strategies within broader financial plans. Design and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts, revocable trusts, wills, and powers of attorney. Lead multi-generational planning conversations covering family governance, trustee selection, and succession design for closely held businesses. Advise on complex estate, gift, and generation-skipping transfer tax strategies, prepare and review deeds, and guide business structure formation and succession planning. Work Monday through Friday from 8AM to 5PM with availability for early or late hours to meet client needs.
Required Qualifications
- Juris Doctor (J.D.) from an accredited law school
- LL.M. in Taxation or Estate Planning
- Licensed to practice law in at least one state
- 15+ years of legal experience in estate planning
- Meaningful experience with $100M+ families
- Deep technical mastery of federal transfer tax law
- Trust and estate administration expertise
- Advanced wealth transfer planning techniques knowledge
- Ability to interpret and convey complex estate planning topics clearly
- Experience advising on business succession
- Experience advising on liquidity events (IPOs, M&A exits, ESOP transactions)
- Experience advising on the estate planning implications of closely held business interests
- Prior experience in a private wealth department at an AmLaw 100/200 firm or a nationally recognized estate planning boutique
- Comfort operating in a team-based, financial advisory environment
- Comfort operating within a regulated RIA structure
Desired Qualifications
- Prior experience at a family office
- Prior experience at a wealth management firm
- Prior experience at a multi-family office
- LL.M. in Taxation or Estate Planning (strongly preferred)
- Experience with balance sheets of $25M or greater
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