Senior Estate Planning Counselor

A typical week often involves client meetings, complex plan design, coordination with attorneys and accountants, and the steady cadence of senior advisory work — sitting with families on consequential estate structures, designing trust arrangements with tax and family considerations, coordinating with outside counsel on documents, supporting newer counselors on difficult cases. You're often the senior planner when family situations require careful navigation. Plans implemented and ongoing family relationships are the indirect measures.

The friction tends to come from the family dynamics that surface in serious estate work — wealth transfer brings out siblings, second marriages, special-needs children, and intergenerational tensions, and the senior counselor navigates each. Variance across employers is wide: at private banks and trust companies you have institutional infrastructure; at law firms or independent practices you build personal client relationships over years.

It fits people who are discreet, technically deep, and patient with emotionally consequential client work. JD, CPA, CFP, and CTFA credentials anchor advancement. The trade-off is the long-arc fiduciary accountability of senior estate work — plans implemented today play out across decades.