ZipRecruiter

Log In

1

Accredited Estate Planner Jobs (NOW HIRING)

Gemology Search

Estate Planning Attorney

Newport Beach, CA · On-site

$175K - $250K/yr

D. from an accredited law school * Active California Bar license in good standing * 2+ years of experience in estate planning, trust administration, probate, or related practice areas * Litigation ...

Campbell Sanuw Law Offices, LLC

Be Seen First

Estate Planning Attorney

Western Springs, IL · On-site

$100K - $125K/yr

D.) degree from an accredited law school - Admitted to practice law in Illinois - Minimum of 2 years of experience practicing in estate planning - Excellent written and verbal communication skills ...

New

Campbell Sanuw Law Offices, LLC

Be Seen First

Estate Planning Attorney

Western Springs, IL · On-site

$100K - $125K/yr

D.) degree from an accredited law school - Admitted to practice law in Illinois - Minimum of 2 years of experience practicing in estate planning - Excellent written and verbal communication skills ...

New

Jobot

Estate Planning Attorney

Queens, NY

$100K - $200K/yr

Juris Doctorate from an accredited law school. * A minimum of 2-15 years of experience in estate planning, trust, and elder law. * Admission to the state bar. * Extensive knowledge of estate planning ...

Campbell Sanuw Law Offices, LLC

Be Seen First

Estate Planning Attorney

Western Springs, IL · On-site

$100K - $125K/yr

D.) degree from an accredited law school - Admitted to practice law in Illinois - Minimum of 2 years of experience practicing in estate planning - Excellent written and verbal communication skills ...

New

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Los Angeles, CA · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Minneapolis, MN · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Topeka, KS · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Hackensack, NJ · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Jobot

Estate Planning Attorney

Bethesda, MD

$130K - $175K/yr

Qualifications: 1. Juris Doctorate degree from an accredited law school. 2. Active member in good standing with the State Bar. 3. Minimum of 2 years of experience in estate planning, probate, and tax ...

Aprio

Estate Planning Attorney

New York, NY · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

Aprio

Estate Planning Attorney

Boston, MA · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the ...

previous pagenext page

Showing results 21-40

All JobsAccredited Estate Planner Jobs

Accredited Estate Planner information

Is estate planning in demand?

Estate planning is in high demand as aging populations and increasing wealth drive the need for professional estate planners. Accredited Estate Planners and related professionals are often sought after to help clients manage their assets, create wills, and establish trusts, with job opportunities growing in financial advisory and legal services sectors.

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 are the best certifications for accredited estate planning?

For an Accredited Estate Planner (AEP), the most recognized certifications include the AEP designation itself, which requires experience in estate planning, ethics, and continuing education. Additional relevant certifications include Certified Financial Planner (CFP) and Chartered Trust and Estate Planner (CTEP), which enhance expertise in estate and trust planning. These credentials demonstrate specialized knowledge and can improve credibility in estate planning roles.

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 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 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.

Do you have to be licensed to be an accredited estate planner?

An Accredited Estate Planner (AEP) designation is a professional credential that requires completing specific education, experience, and ethical standards, but it does not require a separate license. However, estate planning professionals often hold licenses such as a law license or financial advisor certifications depending on their services. Licensing requirements vary by state and profession, so some estate planners may need to be licensed to provide certain legal or financial advice.
More about Accredited Estate Planner jobs

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 3% As Needed, 78% Full Time, 14% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Estate Planning Attorney- Perrysburg, OH

FutureRecruit

Perrysburg, OH

Full-time

Re-posted 10 days ago

Job description

Estate Planning Attorney- Full Time

Location:Perrysburg, OH, 43551

What you will be doing:

  • Provide comprehensive estate planning services including drafting wills, trusts, and other estate planning documents.

  • Develop and implement tax-efficient strategies for wealth transfer and estate planning.

  • Develop and implement strategies for asset protection, business succession planning, and charitable giving.

  • Conduct thorough legal research and analysis to support estate planning and tax strategies.

  • Stay current with changes in tax laws and regulations affecting estate planning.

  • Collaborate with clients' financial advisors, accountants, and other professionals to ensure a holistic approach to wealth management.

  • Assist in the preparation and filing of estate and gift tax returns.

  • Participate in client meetings and presentations, explaining complex legal concepts in an understandable manner.

  • Maintain client confidentiality and manage sensitive information with the highest level of integrity.

Experience you will need:

  • Juris Doctor (JD) degree from an accredited law school.

  • Admission to the Ohio bar and in good standing.

  • Minimum of 1 year of experience in estate planning and tax law, preferably with high net worth (HNW) and ultra-high net worth (UHNW) clients.

  • Strong understanding or demonstrable interest in developing a strong understanding of federal and state tax laws, including estate, gift, and generation-skipping transfer taxes.

  • Excellent analytical, research, and writing skills.

  • Ability to communicate complex legal concepts clearly and effectively.

  • Proven ability to manage multiple clients and projects simultaneously.

  • High level of professionalism, integrity, and ethical standards.

  • Proficiency with legal research tools and estate planning software.

What is it for you:

  • Provides sophisticated estate & business succession planning, estate & trust administration and professional fiduciary services to financially successful families.

  • Family owned businesses.

  • outstanding benefit packages and a people-first work environment

  • Stable, growing company with tremendous opportunity for career advancement

  • Competitive compensation and benefits

Employment Type: FULL_TIME

Apply