Overview
Estate & Legal Specialist Jobs in Houston, TX at Tanglewood Total Wealth Management
Title: Estate & Legal Specialist
Company: Tanglewood Total Wealth Management
Location: Houston, TX
Tanglewood is one of the largest, independent, wealth management firms in Houston with over $1.4 Billion in AUM and 400 client relationships. For more than 40 years, Tanglewood has worked with the “quietly wealthy” to help make the most of their wealth.
Position Summary
The Estate & Legal Specialist is an integral member of the wealth planning team and a subject matter expert in support of our Wealth Advisors. While Tanglewood does not draft legal documents or provide legal advice, the specialist is responsible for the review and analysis of a client’s estate plan for alignment with their goals, facts and circumstances. The specialist will oversee and participate in the delivery of multi-generational estate planning, philanthropy, family governance, trust administration and estate settlement for our high-net-worth family and business owner clients. This person may also serve as a resource for other legal matters relating to the firm or client’s needs.
Primary Responsibilities
Review and advise internally on various agreements and entity formation documents provided by the client.
Stay abreast of laws, regulations and court cases that impact our areas of planning.
Bring a “planning mindset” as to potential client benefits.
Participate in estate planning review meetings and prospect meetings, when appropriate.
Oversee the use of firm resources to illustrate and educate clients regarding current plans and alternate strategies.
Provide support and guidance to clients and/or heirs for trust administration and estate settlement process.
Provide education and training within the firm to broaden the collective knowledge base.
Qualifications
A minimum of 5 years of experience with multi-generational estate planning, trust administration and estate settlement for high-net-worth family and business owner clients.
J.D. Required. LL.M. In Taxation Preferred.
Proven client relationship skills to develop client trust for deeper insight and understanding of client needs and family dynamics.
Must possess integrity, empathy, accuracy, and excellent problem-solving and time management skills. Exceptional oral and written communication skills are critical.
Proficiency with Microsoft Office software suite. Familiarity with industry tech like Vanilla, Holistiplan, RightCapital. eMoney, and Salesforce is advantageous, but not required.
Compensation & Benefits
Competitive salary
Bonus opportunity
401(k) with employer match, and profit sharing
Company-paid employee Health Insurance
Employer HSA contribution
Long-term disability
Life insurance
PTO and paid holidays
Why Tanglewood?
A “clients first” culture
A fiduciary duty of care for all client relationships
Modern workspace and a leading tech stack
A rewarding place to work and grow
Individual annual charitable giving allowance
Family-friendly work environment
Refreshments and weekly team lunches provided
Free onsite parking
Please email resume and cover letter to
. In the cover letter, state why you would be a good candidate for this position and your three most defining characteristics or attributes. The letter is the first step of the interview process, demonstrating your writing skills and ability to follow directions.
