Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

The Senior Attorney (Sr Estate Planning Strategist) role involves working within the Estate Planning team to develop and implement planning strategies for ultra-high-net-worth clients. Responsibilities include meeting with wealth advisors, reviewing estate planning documents, mentoring junior strategists, and staying updated on relevant legislation. The position is remote but requires occasional travel to Texas offices for client meetings.

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan

• Remote position with a preference for candidates licensed in Texas
• Requires travel to Texas offices once or twice a month for client meetings
• Role may require early or late hours to meet business tasks and deadlines
• No specific mention of a modern tech stack or tools used in the role