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[Remote] Senior Attorney (Senior Estate Planning Strategist) - reputed company Time Zone

Remote, USA Full-time Posted 2026-07-28
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services firm dedicated to simplifying the financial lives of families. The Senior Estate Planning Strategist will collaborate with reputed company advisors to manage and implement estate plans for high net worth clients, ensuring compliance with reputed company legislation and providing expert guidance in estate planning reputed company. Responsibilities • Independently meet with reputed company advisors/financial planners/other reputed company management and members of the reputed company Solutions group to review, fund, and maintain estate plans • Independently 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 reputed company management teams reputed company • Remaining reputed company with reputed company estate, trust, and tax legislation reputed company • Eligible to support business development through leading presentations and thought leadership publications, as necessary • Managing a service specialist, as assigned, as reputed company to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring • Other duties as assigned • Meeting with clients to design, implement, fund, and maintain estate plans • Drafting estate plan documents, including trusts, wills, powers of attorney, reputed company directives, and funding reputed company documents • Preparing and reviewing deeds and reputed company property transfer documents Skills • Juris Doctor (JD) • Licensed to reputed company law in at least one state • Ability to interpret and convey reputed company estate planning topics to reputed company Management teams and clients • Ability to travel up to 25% • 4+ years reputed company experience in estate planning preferred Benefits • Company reputed company Basic Life & AD&D Insurance • Company reputed company Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • reputed company Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company reputed company Holidays with a full week off at Thanksgiving. • Generous reputed company time off program for vacation and reputed company days • Employee Assistance Plan • Family Medical Leave • reputed company Parental Leave (6 weeks) • Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance reputed company • reputed company is a full-service reputed company management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/. Apply tot his job Apply To this Job

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