What are the responsibilities and job description for the Principal Estate Planning Attorney - Advanced Wealth Planning position at Acorn Financial Services Inc?
At Acorn Financial Services, we believe that an outdated will or an isolated legal strategy is a severe vulnerability. Your mission as a Principal Estate Planning Attorney is to architect the definitive legal frameworks that protect our clients' wealth from legislative risk and tax friction. Working alongside top-tier wealth managers and tax strategists, you will design complex, multi-generational trust structures that ensure our clients’ legacies endure exactly as intended.
Who You Are
Who You Are
- You hold a high standard: You sweat the minute legal details of complex trusts and business succession documents because you know a single drafting oversight compromises a family's legacy.
- You are a master of proactive communication: You translate highly dense legal code into actionable clarity, guiding clients through complex wealth transfer decisions with absolute authority.
- You build with the long game in mind: You construct legal architectures that anticipate future legislative changes, maintaining a focus on structural integrity that lasts for generations.
- You win together: You don't operate in a legal vacuum; you thrive on the cross-pollination of ideas, eagerly aligning your estate designs with the firm's advanced tax and investment models.
What You Will Do
- Design, draft, and execute advanced wealth transfer mechanisms, including GRATs, SLATs, IDGTs, and philanthropic legacy structures for UHNW families.
- Review external estate plans for structural vulnerabilities and seamlessly align newly drafted legal documents with Acorn's internal tax and investment strategies.
- Provide principal-level guidance on trust administration and fiduciary risk management for complex, multi-generational estates.
- Act as the firm's foremost authority on federal and state estate tax law shifts, proactively updating firm-wide protocols to shield client assets.
How We Measure Success
- Drive enough advanced planning fees and synergistic AUM acquisition to support the principal compensation tier.
- Achieve a 100% success rate in legal document execution with zero exposure to unmitigated legal vulnerabilities or unintended tax consequences.
- Measurably increase the close rate of the Principal Wealth Advisors by delivering compelling, highly technical legal presentations during high-stakes prospect meetings.
What We Offer
We offer an environment that values deep legal architecture over high-volume document drafting. You will be supported by a comprehensive hybrid infrastructure and an elite internal team, allowing you to focus entirely on advanced legacy planning for highly sophisticated, multi-generational families.
We offer an environment that values deep legal architecture over high-volume document drafting. You will be supported by a comprehensive hybrid infrastructure and an elite internal team, allowing you to focus entirely on advanced legacy planning for highly sophisticated, multi-generational families.