Job Details

Join to apply for the Director, Estate Planning role at EP Wealth Advisors.

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominantly high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow, and enhance their skills to take on new challenges and advance their careers.

Our office in Walnut Creek, CA is hiring for a Director, Estate Planning. The Director will lead firm-wide initiatives for Estate Planning and Trust Services, managing a collaborative team with a client-first approach, ensuring high-quality and responsive support for advisors in a fast-paced environment. This role requires strategic thinking, guidance provision, and managing trustee relationships across a nationwide client base. Join a team of dynamic, collaborative, and client-focused professionals committed to our core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection.

Salary Range: $200,000 - $220,000 plus annual bonus

Duties And Responsibilities

• Develop and oversee estate planning and trust services strategies aligned with company goals.
• Collaborate with executive leadership to integrate estate planning and trust services.
• Analyze data, documentation, or requests swiftly to determine appropriate actions.
• Implement systems for innovation, scalability, and efficiency.
• Coordinate with the Managing Director of Family Office Services to meet client goals.
• Assist in department development and structuring.
• Lead, mentor, and manage a team of professionals and staff.
• Oversee workload management and staffing needs.
• Delegate effectively to ensure timely communication and execution.
• Provide direction and mentorship while maintaining oversight.
• Conduct internal meetings and collaborate cross-functionally.
• Serve as a SME in estate planning, estate & gift tax planning.
• Coordinate estate planning initiatives with other directors.
• Work with Financial Planning to incorporate estate planning into financial plans.
• Review trust and estate documents for advisory purposes.
• Provide estate planning, tax, wealth succession, and charitable planning advice to clients.
• Facilitate estate planning document preparation by outside counsel.
• Maintain relationships with strategic partners and third-party trustees.
• Guide trustees and mitigate fiduciary risks.
• Review workflows involving trustees to ensure oversight.
• Maintain documentation, templates, and procedures.
• Oversee client disclaimers/disclosures and action plans.
• Communicate with maturity and discretion.
• Adhere to policies, ensuring quality and compliance.
• Partner with advisors to integrate estate planning into financial plans.
• Collaborate on educational content and oversee firm intranet.
• Train and guide advisors on estate planning matters.
• Support business development efforts and participate in marketing initiatives.

Qualifications

• Minimum 10 years of experience counseling on complex estate planning.
• At least 3 years of trust administration experience (probate or litigation preferred).
• Advanced degree meeting certification standards of a State Bar and accredited organization.
• Proficient in estate planning tools and tax law.
• Knowledge of Microsoft Office and CRM software.
• Excellent communication skills.
• Experience in public speaking and prospect meetings.
• Detail-oriented with strong follow-through.
• Self-motivated with ethical judgment.
• Strong client relations and problem-solving skills.
• Interpersonal skills for collaborative work.
• Ability to work independently and exercise discretion.

What We Offer

Competitive benefits promoting work-life balance, including holidays, PTO, parental leave, flexible schedules, health plans, 401k, mental health services, and more.

EPWA is an equal opportunity employer, committed to diversity and inclusion.

Additional Details

• Seniority level: Director
• Employment type: Full-time
• Job function: Business Development and Sales