Estate Planning Partner – Regis, Ultra-High-Net-Worth

Job overview

The Estate Planning Partner – Regis, Ultra-High-Net-Worth role is based in Denver, CO, with work in a professional office or a dedicated home office workspace. The total expected cash compensation range is $250,000–$400,000 per year. The role supports Regis, Mercer Advisors’ offering for ultra-high-net-worth families with complex, multigenerational wealth. As a strategic advisor, team leader, and subject matter expert, the partner leads estate planning engagements and client relationships alongside senior wealth advisors. The role designs and implements advanced estate plans, advises on transfer-tax and trust matters, and integrates estate strategies with broader financial plans to support client outcomes.

What you'll do

• Lead client relationships and estate planning engagements with senior wealth advisors
• maintain and grow a Regis client book
• manage a team of estate strategists and operational specialists
• integrate estate strategies with broader financial plans
• support prospective client development and platform improvements
• design and implement comprehensive estate plans and advanced wealth transfer strategies
• lead multigenerational planning
• advise on estate, gift, and generation-skipping transfer tax strategies, business structures, trust administration, and related documents and returns.

What we're looking for

Skills & competencies

estate planning partner

regis

ultra-high-net-worth

denver co

estate planning

wealth transfer

trusts and estates

family governance

business succession

monday–friday

8 a.m.–5 p.m.

$250,000–$400,000/year

mercer advisors

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA
• paid holidays
• PTO
• paid parental leave
• adoption assistance
• 401(k) with match
• and additional listed benefits.

Why this role

Juris Doctor from an accredited law school and a license to practice law in at least one state required; LL.M. in Taxation or Estate Planning strongly preferred. Requires 15+ years of estate planning legal experience, including meaningful experience advising families with $100M+ balance sheets. Monday–Friday, 8 a.m.–5 p.m.; early or late hours may sometimes be needed.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.