Senior Estate Planning Attorney (San Diego, Orange County)

Newport Beach; San Diego. Posted 4 months ago

The role

The Senior Estate Planning Attorney serves as an in-house resource for wealth management teams and clients. This person will design, implement, and fund complex estate planning and wealth transfer strategies for ultra-high-net-worth clients.

What you will do

Serve as an in-house resource in estate planning to wealth management teams and clients nationwide
Maintain book of ultra-high-net-worth clients
Review and summarize existing estate planning documents
Remain current with related estate, trust, and tax legislation nationwide
Support business development through networking, presentations, publications, and client meetings
Conduct research on nuanced and specialized estate planning topics
Manage a service specialist including training, coaching, and mentoring
Mentor and coach estate planning strategists
Meet with clients to design, implement, and fund complex estate planning and wealth transfer strategies
Draft estate plan documents including various trusts, wills, and powers of attorney

Required qualifications

Juris Doctor (JD)
Licensed to practice law in at least one state
8-12 years legal experience in estate planning
Deep technical expertise
Proven track record of handling planning matters for high net worth clients
Ability to travel up to 25%

Nice to have

LL.M. in Taxation or Estate Planning

Benefits

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
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan

Before you apply

Initial deadline for applications is 11/30/2026
Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.