Estate Planning Specialist

Quantis Wealth Management is a planning-focused advisory firm based in McLean, Virginia, providing integrated wealth management, tax planning, and advanced financial guidance to high-net-worth individuals and families.

We believe exceptional advice goes beyond investments — it requires thoughtful coordination across tax, estate, and financial planning disciplines. Our team partners closely with clients through all stages of life, helping them make informed, confident decisions while preserving and transferring wealth across generations.

As our firm continues to grow and deepen our planning capabilities, we are expanding our estate planning resources to deliver a more coordinated and client-centered experience.

Quantis Wealth Management is seeking a part-time or full-time Estate Planning Paralegal / Estate Planning Specialist to join our team in McLean, VA.

This is a client-facing role focused on helping families implement thoughtful estate planning strategies in coordination with their broader financial plans.

A key responsibility of this role will be supporting the rollout and ongoing management of our digital estate planning platform (e.g.,  or similar), ensuring a smooth and high-quality experience for clients and advisors alike.

The ideal candidate will serve as a bridge between our advisory team, clients, and external estate attorneys — helping translate planning concepts into clear action steps and ensuring follow-through on implementation.

• Lead the rollout and ongoing management of Quantis’ digital estate planning platform (e.g.,  or similar tools)
• Guide clients through estate planning workflows, including information gathering, document preparation, and implementation steps
• Serve as a primary point of contact for estate planning coordination, ensuring a high-touch client experience
• Prepare and review estate planning summaries, beneficiary reviews, and planning documentation
• Coordinate with external estate attorneys and client professionals to support efficient document drafting and execution
• Assist advisors in preparing for estate planning discussions and advanced planning cases
• Conduct targeted legal and planning research to support complex client scenarios
• Maintain organized records of estate planning documents and workflows
• Support ongoing improvements to internal estate planning processes and best practices

• 3+ years of experience in estate planning, private client law, or related financial services
• Strong knowledge of estate planning fundamentals, including wills, trusts, beneficiary designations, and estate administration concepts
• Experience preparing and reviewing legal or estate planning documents
• Excellent communication skills with the ability to explain complex topics clearly and professionally
• Proven ability to manage multiple client cases with strong organization and attention to detail
• Comfortable working directly with clients in a professional, advisory environment
• Experience coordinating with attorneys or multi-disciplinary teams preferred
• Familiarity with digital estate planning platforms (e.g., , Vanilla, or similar) is a plus
• Paralegal certification or relevant legal/financial degree preferred

Unlike traditional law firm roles, this position sits within a collaborative wealth management environment where estate planning is integrated into a broader financial strategy. You’ll work closely with advisors and clients to bring clarity and structure to meaningful, long-term planning decisions.

This is an excellent opportunity for someone who enjoys estate planning but wants a more relationship-driven, planning-focused environment with strong growth potential.