Director, Estate Planning

Location

San Francisco, California

Full-time position. Hybrid schedule, with a minimum of 2 days/week on-site at your local LNW office and up to 3 days/week remote.

We are seeking a full-time Director, Estate Planning, to join our team. The Director of Estate Planning provides expert estate planning guidance to client service teams, plays a thought leadership role in the wealth transfer space, represents the firm in business development and external relationship efforts, and plays a key role in advancing and strengthening the firm’s overall Wealth Planning capabilities.

• Ability to integrate a significant amount of detailed and complex information from the client's situation and the current estate and income tax environment into a plan

• Work with Wealth Management teams to help clients with estate-planning issues
• Review client's current estate planning documents and prepare a flowchart or other summary documentation to communicate current plan in a clear and concise format
• Engage in a discovery dialogue with clients to ensure their current plan is consistent with their intent, and if not, to recommend changes
• Strategize ways to achieve client's philanthropic and intergenerational wealth transfer goals
• Assist clients, in partnership with their estate attorney, with the implementation of their estate plan
• Help LNW team assist surviving clients with their financial affairs after the death of a family member, in conjunction with the client's estate planning attorney, as appropriate
• Communicate with Client Services colleagues and clients to address client questions in a timely manner
• Prepare error-free client materials
• Desire to make things understandable and seamless for the client
• Work with clients’ outside estate planning counsel and outside accountants on behalf of the client
• Strive to make clients highly satisfied with your interactions and service

• Build and maintain deep relationships with outside estate planning practitioners to ensure we have a strong referral network for current and prospective clients who are seeking new legal counsel
• Cultivate relationships with estate planning attorneys and other centers of influence
• Meet prospects to evaluate, discuss, and recommend basic and complex estate planning strategies
• Participate in prospective client meetings, as needed and appropriate

• Educate the firm's client-facing professionals on trust and estate planning concepts through internal updates and exposure to appropriate outside resources
• Lead the Estate Planning efforts within the Wealth Planning committee
• Stay current on any changes in legislation, trends in the wealth transfer space, and disseminate updates to Client Services team, as appropriate
• Understand and utilize appropriate technology offerings within the wealth and estate planning space
• Assist in the preparation of white papers on Estate/Financial Planning topics
• Lead and/or participate in other firm-wide projects related to various wealth planning topics
• Proactively look for improvement opportunities and enhancements in such items as client materials (with regard to estate planning and wealth planning)

• Provide mentoring, support and training to various team members to aid in the development of their career
• Execute individual development plan; continue to learn and grow, using new skills to drive LNW forward

This is a high-level overview of the role’s duties, which may increase and vary based on business needs.

• J.D. required and L.L.M. in Taxation an added plus
• 7-12 years of relevant experience
• A demonstrated knowledge of…