Senior Estate Planning Professional

Job Description

Overview The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training