Senior Estate Planning Specialist

7 days ago


Plano, Texas, United States Collaborative Vision LLC Full time
Job Overview

We are seeking a skilled Estate Planning Specialist to join our team of esteemed professionals at Collaborative Vision LLC. In this role, you will have the opportunity to leverage your expertise in estate planning, business succession, and tax strategies to provide sophisticated analysis and recommendations to high-net-worth individuals.

This is an exceptional chance to work with complex portfolios worth $500k+ and utilize your analytical skills to optimize existing estate structures, avoid probate, and ensure tax efficiency.

The ideal candidate will possess a JD degree or extensive experience in trust administration, business planning, or estate planning, with 5+ years of experience working with high-net-worth individuals and business owners.

A deep understanding of estate and tax planning laws in respective states, along with experience in business succession planning, M&A implications, and real estate portfolios, is also essential for success in this role.

The salary for this position is estimated to be around $120,000 per year, considering the location in Plano TX, Camas WA, and Tampa FL.



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