Director of Estate Planning​/Senior Estate Planning Counsel

Lifeworks Advisors is a rapidly growing registered investment advisory firm with over $1.6 billion in assets under management. We serve more than 2000 households nationwide through our team of dedicated financial advisors. Our mission is simple: help people Live Intentionally.

We believe that financial planning should be more than spreadsheets and projections. It should be about aligning money with meaning, helping clients make decisions today that reflect the life they want to live. Our approach combines sophisticated wealth management strategies with a deep commitment to intentional, values-driven planning.

We are scaling rapidly, with plans to grow from our current team to over 100 advisors in the coming years. As we grow, we are hyper-focused on maintaining the quality of planning that sets us apart.

We are looking for an experienced estate planning attorney to join our team as Director of Estate Planning / Senior Estate Planning Counsel. This is a unique opportunity to build and lead the estate planning function for a growing national wealth management firm.

In this client-facing role, you will work directly with high-net-worth and ultra-high-net-worth clients across the country, meeting with them one-on-one and alongside our advisors. You will be a key resource for our advisory team on challenging cases, particularly those where clients may benefit from advanced planning strategies like SLATs, GRATs, IDGTs, and ILITs.

This is a service-oriented position. You will not be drafting state-specific legal documents. Instead, you will serve as an educator, strategist, and coordinator, ensuring clients understand their options and can connect with the right resources to execute their plans through our technology platform and attorney network.

This role is for someone who loves teaching, can translate complex legal concepts into plain language, and finds fulfillment in guiding people through important decisions for their families.

• Meet with clients nationwide via video conference, both one-on-one and in joint meetings with advisors
• Partner with our advisory team on challenging cases involving complex family dynamics, business ownership, or multi-generational wealth
• Present advanced planning projections and help clients understand the outcomes of different strategies
• Coordinate with our external attorney network for advanced trust drafting and complex planning work
• Train and educate our growing team of financial advisors on estate planning fundamentals
• Guide clients through trust funding and coordinate deed transfers
• Serve as a compassionate first point of contact for families after a client's death, helping them understand next steps and connecting them to the right resources

• Juris Doctor (JD) from an accredited law school
• Active bar license in at least one U.S. state
• Approximately 10 years of estate planning experience
• Deep knowledge of estate and gift tax rules, trust structures, and wealth transfer strategies
• Comfort navigating estate planning considerations across all 50 states
• Experience working with high net worth and ultra high net worth clients
• Exceptional communication skills and a genuine passion for educating and guiding clients

• LL.M. in Taxation or Estate Planning
• Experience with estate planning software platforms
• Background working alongside financial advisors, CPAs, or other wealth management professionals

• Base Salary: $125,000 to $150,000
• Performance-based bonus opportunity
• Full benefits package
• Fully remote position

This is not a typical estate planning role. You will not be buried in document drafting or stuck in a single state's rules. Instead, you will be at the center of a growing firm's estate planning strategy, working with clients and advisors who care deeply about doing planning the right way.

We are building something special at Lifeworks, and we want someone who shares our belief that intentional planning changes lives. If you are ready to bring your expertise to a team that values quality over volume and impact over transactions, we would love to hear from you.