The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans Learning advanced planning strategies Build book of ultra-high-net-worth clients Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances Answering general informational estate planning questions from clients and advisor teams Serving as an in-house resource in estate planning to wealth management teams nationwide Remaining current with related estate, trust, and tax legislation nationwide Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary Mentor and coach Estate Planning Strategists Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring Other duties, as assigned Knowledge, Skills, and Abilities: 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 4-8 years legal experience in estate planning preferred Ability to travel up to 25%