Job Description

Job Description

Estate Planning Attorney

Wall Street Alliance Group | Independent Wealth Management Firm

Salary: $125,000–$250,000, depending on experience

Wall Street Alliance Group is seeking an experienced In-House Estate Planning Attorney to support comprehensive planning for high-net-worth individuals, families, physicians, and business owners. We are one of Osaic’s fastest growing branch offices, with approximately $1.5 billion in assets under advisement as of September 26, 2026 .

This is a client-facing role focused on estate planning strategy, client onboarding, and implementation. You will work closely with our wealth advisors, CPA network firms, trust companies, and attorney network firms to align clients’ estate plans with their financial goals.

Estate planning documents are generally prepared by our attorney network firms; this role focuses on planning, coordination, and reviewing whether recommendations are accurately reflected in the documents and implemented through trust funding and beneficiary updates.

Responsibilities

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• Lead estate planning discussions during new client onboarding and ongoing client reviews.
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• Review existing wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and asset ownership to identify gaps and recommend updates.
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• Work closely with attorney network firms to coordinate document preparation, revisions, and execution.
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• Review draft documents with outside counsel to confirm alignment with clients’ objectives and the agreed-upon planning strategy.
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• Advise on revocable and irrevocable trusts, probate avoidance, estate liquidity, incapacity planning, and wealth transfer strategies.
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• Evaluate advanced strategies, including spousal lifetime access trusts (SLATs), dynasty trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), and charitable lead annuity trusts (CLATs).
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• Coordinate estate, gift, and generation-skipping transfer tax planning with clients’ CPAs and the firm’s tax planning team.
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• Guide trust funding, asset retitling, and beneficiary designation updates with the client service team, custodians, and outside professionals.
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• Review estate planning considerations for IRAs, retirement plans, life insurance, real estate, and closely held business interests.
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• Work with trust companies and outside counsel on trustee selection, trust administration, and estate settlement matters.
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• Coordinate signing ceremonies with outside counsel and the internal team.
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• Explain complex legal concepts clearly and provide clients with practical recommendations and implementation steps.
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• Develop estate planning workflows, monitor outstanding tasks, and train the advisory team on relevant planning developments.
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Qualifications

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• Juris Doctor degree and an active license to practice law in the jurisdiction where legal services will be provided.
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• At least 2 years of experience practicing estate planning law , including substantial work with high net worth clients.
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• Strong experience reviewing and interpreting wills, revocable trusts, irrevocable trusts, and related estate planning documents.
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• Working knowledge of estate, gift, and generation-skipping transfer taxation, charitable planning, business succession, and trust administration.
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• Experience coordinating trust funding and integrating estate plans with investment accounts, retirement assets, and business ownership.
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• Strong client communication, organization, and follow-through.
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• Experience collaborating with wealth advisors, CPAs, outside attorneys, and corporate trustees is strongly preferred.
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• An LL.M. in Taxation or Estate Planning is a plus.
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Compensation and Benefits

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• Base salary of $125,000–$250,000 , depending on experience.
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• 401(k) plan.
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• Health insurance.
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• Paid time off.
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• Career growth opportunities, including a potential path to Vice President of the Estate Planning Division .
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