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Accredited Estate Planner Jobs (NOW HIRING)

W3Global Inc.

Estate Planning Attorney

Dallas, TX

$130K - $170K/yr

Juris Doctor (JD) from an accredited law school * Active license to practice law in Texas * 10+ years of experience in estate planning and probate law * Demonstrated experience handling complex ...

Bonham Solutions

Estate Planning Attorney

Marietta, GA · On-site

D. from an accredited law school and an active license in good standing to practice law in Georgia. * Experience: A minimum of 2 years of attorney experience specifically focused on estate planning ...

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Accredited Estate Planner information

What is an Accredited Estate Planner?

An Accredited Estate Planner (AEP) is a professional designation for experienced estate planning professionals, such as attorneys, accountants, insurance and financial advisors, who have met specific requirements in education, experience, and ethics. The AEP designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to individuals who specialize in estate planning and demonstrate advanced knowledge in the field. Earning the AEP credential shows a commitment to working collaboratively with other advisors to provide comprehensive, client-centered estate planning services.

What are the key skills and qualifications needed to thrive as an Accredited Estate Planner, and why are they important?

To thrive as an Accredited Estate Planner, you need a deep understanding of estate planning law, tax strategies, and financial planning, typically supported by a relevant degree and the Accredited Estate Planner (AEP) designation. Proficiency with estate planning software, tax preparation tools, and legal research databases is common in the field. Strong interpersonal skills, ethical judgment, and attention to detail help build client trust and ensure precise execution of complex plans. These skills are crucial for developing tailored estate solutions that protect client assets and comply with legal and tax requirements.

What are some common challenges Accredited Estate Planners face when working with clients, and how can these be managed effectively?

Accredited Estate Planners often encounter challenges such as navigating complex family dynamics, staying updated with changing tax laws, and communicating intricate legal strategies in a clear way to clients. Building strong relationships based on trust and transparency is crucial, as clients may be dealing with sensitive personal or financial matters. Regular professional development and collaboration with attorneys, accountants, and financial advisors help ensure that clients receive comprehensive, up-to-date advice. Proactively addressing potential issues and fostering open communication can help Accredited Estate Planners effectively manage these challenges.

What is the difference between Accredited Estate Planner vs Certified Financial Planner?

AspectAccredited Estate PlannerCertified Financial Planner
CredentialsRequires estate planning certifications, CFP designation, and experience in estate and tax planningRequires CFP certification, financial planning experience, and comprehensive financial knowledge
Work EnvironmentFocuses on estate and inheritance planning, working with estate attorneys and clients on estate transfer strategiesProvides broad financial planning services, including investments, retirement, and estate planning
Industry UsagePrimarily used in estate planning, probate, and estate transfer servicesUsed across financial advisory, investment management, and comprehensive financial planning

The main difference between an Accredited Estate Planner and a Certified Financial Planner lies in their focus areas. An Accredited Estate Planner specializes in estate and inheritance planning, often working closely with attorneys and estate executors. In contrast, a Certified Financial Planner offers broader financial advice, including investments and retirement planning, with estate planning as part of their services. Both roles require CFP certification, but their primary focus and work environment differ.

What are the best certifications for accredited estate planners?

The Certified Estate Planner (CEP), Accredited Estate Planner (AEP), and Certified Financial Planner (CFP) are among the most recognized certifications for estate planners. These credentials demonstrate expertise in estate planning, tax strategies, and financial management, and often require relevant experience and continuing education.

What degree do you need to be an accredited estate planner?

There is no specific degree required to become an accredited estate planner; however, many professionals in this field hold degrees in law, finance, accounting, or related areas. Additional certifications, such as the Accredited Estate Planner (AEP) designation, require relevant experience and completion of specialized training programs.
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What states have the most Accredited Estate Planner jobs?

States with the most job openings for Accredited Estate Planner jobs include:

What job categories do people searching Accredited Estate Planner jobs look for?

The top searched job categories for Accredited Estate Planner jobs are:

Accredited Estate Planner jobs near you
Infographic showing various Accredited Estate Planner job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 3% As Needed, 75% Full Time, 15% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Senior Estate Planning Attorney

Grimaldi Law Firm

Hollywood, FL • On-site

$140K - $170K/yr

Full-time

Re-posted 3 days ago

Job description

Description
Are You the One?
Grimaldi Law Firm, with an office in Hollywood, Florida, is looking for an experienced (5+ years), level-headed, A+ estate planning attorney. The starting base salary is $140,000-$170,000, depending on experience and fit.
We are a specialized law firm dedicated to providing a steady shoulder for clients and their families as they grow and as they age. We give clients the best real estate, estate planning, and probate services. We do this by living by our five Core Principles of Integrity, Compassion, Communication, Teamwork, and the constant Pursuit of Excellence.
Everyone has a legacy to protect, and we want to ensure families have access to critical protections to keep them out of the court system.
GRIMALDI LAW FIRM is a small but quickly growing boutique woman-owned law firm in Hollywood, Florida, that operates like an in-house legal and consulting department for its clients, many of whom are private individuals, forward-thinkers, investors, and small businesses. We want members on our team who are smart and compassionate as well as ethical, professional, and trustworthy.
Estate Planning is Crucial
Do you want to work where we respect the estate planner instead of treating the practice area as an afterthought? Do you want to be a happy attorney? Do you want money? Do you want to earn the respect of your peers? Our firm wants those things for you, too. You help the firm achieve its goals, and it will help you achieve yours.
We are seeking a full-time attorney to work in our Hollywood office to meet clients in person. Once integrated, a hybrid schedule is possible as long as targets are being met.
You must understand and embody our Company Mission: We help people acquire, protect, and grow generational wealth so they can have freedom and peace of mind. We want clients to become raving fans. We strive to deliver an experience that is above and beyond the norm. You will be so awesome that you have a cult of raving fan clients.
Requirements
For this position, we seek an estate planner with a minimum of 5 years of experience in the field who needs no supervision in planning a non-taxable estate. Elder law, probate, trust administration, and tax planning are a plus.
You will immediately be taking on client matters. You will be responsible for handling a load of client design meetings and drafting/reviewing documents. You will review your cases and progress with our owner weekly.
Our Systems
We have written forms and procedures for the estate planning process. You must be willing to fully adopt our existing systems and help us continuously improve them. You would have two drafting paralegals to input data and create the documents you design with the clients. Our Legal Assistant prints and flags the documents, scans, and assembles the binders. You concentrate on the plan design, the document integrity, client education, answering questions, and the client relationship.
You will have measurable benchmarks (work accomplished and income generated) on a weekly, monthly, and quarterly basis.
Pay
Pay is at or above market, including the ability to earn monthly bonuses. The starting base salary will be $140,000 to $170,000 per year, depending on experience and intangibles.
Team
We strive to become our best selves. We are a team that looks out for one another, and we all look out for clients. We provide opportunities for our team members to grow personally, professionally, and financially.
Supervisory
As the attorney, you will be leading paralegals and other staff. It is important that you can do this as a member of a team, not as a dictator.
If you want to join an energized team like this, send us your resume and cover letter today!
Responsibilities
$48
Qualifications
• 5+ years of estate planning experience required.
• You must be good with basic technology. Experience with Windows 10 or 11 and Microsoft Office (Word, Excel) is required. Experience with Clio and Google Workspace is preferred but not required.
• Excellent references are required.
• Applicant must be a graduate of an accredited law school and must be licensed to practice law in Florida.
• Excellent communication skills, especially in highly stressful and emotional situations.
• Upbeat, self-starter who has meticulous attention to detail, common sense, great interpersonal skills, and is a good writer.
• Spanish speaker preferred.

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