Job Description

Job Description

Job Description

Multiple Locations: Plano TX | Camas WA | Tampa FL

Role Overview:

Join our distinguished team as an Estate Planning Specialist, providing sophisticated estate planning analysis and recommendations to high-net-worth individuals. This role offers an exceptional opportunity to leverage your expertise in estate planning, business succession, and tax strategies while enjoying work-life balance through our hybrid work model.

Key Responsibilities:

• Conduct comprehensive annual estate plan reviews for clients with complex portfolios ($500k+)
• Analyze existing estate structures and identify opportunities for optimization
• Provide expert guidance on probate avoidance strategies and tax efficiency
• Collaborate with relationship managers to deliver white-glove concierge service
• Connect clients with vetted local estate attorneys when specialized legal counsel is needed
• Review business succession plans, real estate holdings, and family wealth transfer strategies
• Prepare detailed recommendations addressing tax implications and wealth preservation

Ideal Background:

• JD degree and/or extensive experience in trust administration, business planning, or estate planning
• 5+ years of experience working with high-net-worth individuals and business owners
• Deep understanding of estate and tax planning laws in respective state
• Experience with business succession planning, M&A implications, and real estate portfolios
• Strong analytical and communication skills
• Background working with clients managing complex family wealth transfer scenarios

Work Environment:

• Hybrid schedule: 75 days remote work annually
• Collaborative team environment supporting relationship managers
• Zero business development requirements - focus solely on existing client advisory work
• Standard business hours, 40-hour work week

Benefits:

• 100% employer-paid premium coverage for employee and dependent health insurance
• 401(k) with 50% matching up to IRS maximum
• Generous PTO and holiday schedule
• Professional development opportunities including CLE credits
• Eligible for a discretionary bonus based on firm and individual performance
• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
• $10,000 fertility, hormonal health and family-forming benefit

At Corrections Health, we provide medically needed health care to adults and youth in custody at Multnomah County Jails and Juvenile Detention Facility. Come join our team of Portland's most outstanding health care professionals providing exceptional services to our diverse community!

Company Description

At Corrections Health, we provide medically needed health care to adults and youth in custody at Multnomah County Jails and Juvenile Detention Facility. Come join our team of Portland's most outstanding health care professionals providing exceptional services to our diverse community!

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