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Certified Estate Planner Jobs (NOW HIRING)

Elder Law Firm

Estate Planning Paralegal

Melbourne, FL · On-site

Florida Registered Paralegal status and/or NALA certification. * Current Notary Public commission. * Previous experience preparing estate planning documents, coordinating signings, managing client ...

Robert Half

Estate Planning Paralegal

Plymouth, MN · On-site

$75K - $95K/yr

Paralegal certificate or equivalent combination of education and relevant legal experience. This is an excellent opportunity for an experienced estate planning professional seeking a senior-level ...

W3Global Inc.

Estate Planning Attorney

Dallas, TX · On-site

$130K - $170K/yr

Board Certification in Estate Planning and Probate Law (Texas Board of Legal Specialization) is a plus * Background in business succession planning or asset protection strategies

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site

$150 - $200/hr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client‑focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Boston, MA · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Minneapolis, MN · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Los Angeles, CA · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

New York, NY · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

Aprio

Estate Planning Attorney

Topeka, KS · On-site +1

$150K - $175K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ...

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How much do certified estate planner jobs pay per year?

As of Sep 8, 2026, the average yearly pay for certified estate planner in the United States is $69,591.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $81,000.00 per year, depending on experience, location, and employer.

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Certified Estate Planner jobs near you
Infographic showing various Certified Estate Planner job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 16% Part Time, and 7% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $69,591 per year, or $33.5 per hour.

Senior Associate, Trust & Estate SME

Alpharetta, GA • On-site

Collyde
See more jobs at Collydeexternal

$100 - $125/hr

Other

Re-posted 12 days ago

Job description

About Blue Trust

Blue Trust provides financial and family-office services through a planning philosophy grounded in biblical principles. Its Family Office team brings together investment, tax, estate, insurance, and advisory specialists to serve ultra-high-net-worth individuals and multigenerational families with integrated, highly confidential advice.

The Role

The Senior Associate, Trust & Estate SME serves as a technical resource on sophisticated estate, gift, trust, charitable, and wealth-transfer planning.

Partnering with the Senior Advisor, Family Office Advisors, attorneys, CPAs, trustees, and internal specialists, this person will analyze complex client structures, help design planning strategies, prepare technical diagrams and materials, and translate complicated planning concepts into clear guidance for advisors and clients.

This is an individual-contributor position with no direct reports.

What You’ll Do
  • Collaborate with Family Office Advisors on strategy design and complex case consultation.
  • Participate in client meetings as a technical estate-planning specialist.
  • Review estate documents, balance sheets, and existing structures to identify planning opportunities.
  • Prepare sophisticated estate-planning diagrams in Luminary using legal documents and client financial information.
  • Evaluate existing estate plans and trust structures and recommend enhancements or restructuring.
  • Help design business-succession, wealth-transfer, and charitable-planning strategies.
  • Work with structures such as FLPs, LLCs, GRATs, IDGTs, QPRTs, installment sales, CRTs, CLTs, donor-advised funds, and private foundations.
  • Coordinate strategy design and implementation with investment, tax, legal, and insurance specialists.
  • Partner with external attorneys, CPAs, trustees, and other client professionals.
  • Educate Advisors and Planners on emerging estate, trust, and charitable-planning opportunities.
  • Develop white papers, presentations, technical materials, and educational resources for UHNW clients.
  • Monitor legislative developments and proactively communicate potential client implications.
  • Use AI and specialist planning technology to improve efficiency and client deliverables.
  • Maintain rigorous confidentiality, compliance, and professional standards.
Who We’re Looking For
  • Bachelor’s degree in accounting, pre-law, or a related discipline.
  • At least five years of estate, trust, charitable, or advanced wealth-planning experience.
  • Strong technical command of estate and gift taxation, trust structures, wealth transfer, and charitable-planning strategies.
  • Meaningful experience supporting ultra-high-net-worth clients.
  • Ability to read and analyze estate-planning documents and complex financial information.
  • Strong written, verbal, presentation, and client-communication skills.
  • Able to turn complicated technical concepts into clear, practical explanations.
  • Highly organized and capable of managing several time-sensitive matters simultaneously.
  • Proactive, responsive, discreet, and comfortable operating in a collaborative professional environment.
  • Advanced Excel skills and confidence learning industry-specific technology.
  • Comfortable using AI responsibly to improve analysis, efficiency, or client deliverables.
  • Able to work respectfully and effectively within Blue Trust’s values-led, faith-based service environment.
Preferred Qualifications
  • Certified Estate Planner designation.
  • CPA with an estate or tax concentration.
  • Juris Doctor with an estate or tax concentration.
  • Experience with Brentmark Estate & Charitable Planner.
  • Experience producing estate diagrams in Luminary.
  • Familiarity with Bloomberg Industry Group/BNA Portfolios.
  • Experience coordinating directly with attorneys, CPAs, trustees, and family-office professionals.
Compensation
  • $90k-$125k salary.
Location & Travel
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