What are the responsibilities and job description for the Estate Planner position at Collaborative Vision?
Job Description Job Description Multiple Locations : Plano TX | Camas WA | Tampa FLRole 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 optimizationProvide expert guidance on probate avoidance strategies and tax efficiencyCollaborate with relationship managers to deliver white-glove concierge serviceConnect clients with vetted local estate attorneys when specialized legal counsel is neededReview business succession plans, real estate holdings, and family wealth transfer strategiesPrepare detailed recommendations addressing tax implications and wealth preservationIdeal Background : JD degree and / or extensive experience in trust administration, business planning, or estate planning5 years of experience working with high-net-worth individuals and business ownersDeep understanding of estate and tax planning laws in respective stateExperience with business succession planning, M&A implications, and real estate portfoliosStrong analytical and communication skillsBackground working with clients managing complex family wealth transfer scenariosWork Environment : Hybrid schedule : 75 days remote work annuallyCollaborative team environment supporting relationship managersZero business development requirements - focus solely on existing client advisory workStandard business hours, 40-hour work weekBenefits : 100% employer-paid premium coverage for employee and dependent health insurance401(k) with 50% matching up to IRS maximumGenerous PTO and holiday scheduleProfessional development opportunities including CLE creditsEligible for a discretionary bonus based on firm and individual performance100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 benefitCompany 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! 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!
Salary : $500,000
