Job Description

EP Wealth Advisors, LLC (“EPWA”) is a wealth management advisory firm with over $4 Billion in AUM as of December 31, 2018, serving predominately high net worth individuals. EPWA is seeking an Estate Planner Attorney for our Toorance location with 6 – 10 years’ experience in estate planning and trust administration for high net worth clients. This position will involve a variety of client facing activities providing comprehensive service to existing clients. Estate Planner will be responsible for proactively engaging in firm wide initiatives developing estate planning services and building firm relationships.

Duties and Responsibilities:

  • Work in collaborative environment, provide excellent service to a defined group of clients and support all business development and client retention activities
  • Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning and assist in the preparation of estate documents
  • Meet with clients to draft appropriate documents including Wills, Trusts, Powers of Attorney, and Health Care Directives, advise on estate, gift, GST, charitable, business succession, and income tax matters
  • Collaborate with advisor teams to insure clients objectives are being meet as pertains to the estate planning or charitable needs
  • Review clients existing estate plans to determine if they are achieving their goals
  • Prepare basic estate documents including Generation-skipping and dynasty trust; Irrevocable insurance trusts for clients in primarily California but could also include additional states as strategically determined necessary
  • Identify strategic partners to assist in the preparation advanced estate planning and charitable planning documents (ie. Charitable foundations and trusts; Marital agreements; Business continuation planning; Guardianship/conservatorship; Medicaid/Medicare trust planning)
  • Build and develop estate planning services department
  • Participates in firms marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities
  • Coordinate with the financial planning department to help illustrate estate planning concepts in our financial planning software as part of the financial plan delivery
  • Provide advice and assistance with all aspects of trust administration
  • Coordination with the financial planning department on estate planning recommendations that require outside coordination with items such as the following, but not limited to: Life insurance illustrations, Business valuations, Donor advised funds, Buy-sell arrangements and funding, Business entity structure set up, Pre and post nuptial agreements, and Special needs trusts
  • Follow-up on business development leads as required
  • Document client interactions and client related workflows in client relationship management system
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm’s business development and client retention objectives
  • Other duties as assigned

Qualifications:

  • Over six years of experience counseling high net worth clients on estate planning. relationship management experience in wealth management;
  • Advanced degree required to meet certification compliant to State Bar of California and certified by an organization accredited by the State Bar
  • Experience in working with ultra-high net worth individuals preferred and experience working with clients in a wealth management setting
  • Proficient knowledge in estate planning tools and working knowledge of state property tax law
  • Excellent listener with ability to provide problem-solving solutions to client’s wealth management needs
  • Good interpersonal skills with the ability to work well with others in a collaborative environment
  • Ability to work independently and be self-directed
  • Ability to multi-task and work well under pressure
  • Working knowledge of Microsoft Office including: Word, Excel, PowerPoint, and Outlook

Salary and Benefits

  • Salary will be based on experience and will be competitive with industry standards
  • Benefits available to regular full-time employees

Job Type: Full-time

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