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Estate Planner Jobs (NOW HIRING)

Dunes Law Firm - Real Estate, Estate Planning, Business Law - Myrtle Beach, SC

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Estate Planning, Probate & Real Estate Attorney

Myrtle Beach, SC · On-site

$65K - $85K/yr

Transactional law firm with offices in Myrtle Beach and Conway is hiring an attorney to handle mainly estate planning and probate matters but will occasionally need to handle real estate closings. We ...

Orion Placement

Estate Planning Attorney

Atlanta, GA · On-site +1

$150K - $200K/yr

Join a highly respected estate planning and wealth preservation practice with a reputation for exceptional client service. * Work with sophisticated estate planning, probate, estate administration ...

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Estate Planner information

What is an estate planner?

An estate planner handles the assets, insurance, and financial matters for a person with a family, in the event of their death. Upon the client’s passing, you oversee all of the affairs to ensure the assets are distributed as intended and the family meets the healthcare or burial wishes. Experience in financial planning is vital, as well as strong communication skills and legal knowledge. An individual seeks out the help of an estate planner while they are still healthy or mentally capable of making financial decisions. You then help them understand what their family will go through when it comes to tax matters, life insurance claims, probate, or trust funds after their passing.

What are the key skills and qualifications needed to thrive as an estate planner, and why are they important?

To thrive as an Estate Planner, you need a solid understanding of estate law, tax regulations, and financial planning, typically supported by a law degree or relevant certifications such as CFP or CTFA. Familiarity with estate planning software, legal document drafting tools, and tax preparation systems is common in this field. Excellent interpersonal skills, discretion, and strong communication are crucial for building client trust and navigating sensitive family and financial matters. These skills ensure the creation of effective, compliant estate plans that protect client interests and foster long-term relationships.

What are some common challenges faced by estate planners when working with clients?

Estate planners often encounter challenges such as navigating complex family dynamics, keeping up with frequently changing tax laws, and ensuring that clients' wishes are accurately documented and legally enforceable. Additionally, they must communicate complex legal concepts in a way that clients can easily understand, and coordinate with other professionals like accountants and financial advisors to create comprehensive plans. Building trust with clients and maintaining confidentiality are also crucial aspects of the role.

What is the difference between Estate Planner vs Financial Advisor?

AspectEstate PlannerFinancial Advisor
CredentialsLegal or estate planning certifications (e.g., CFP, JD)Financial planning certifications (e.g., CFP, ChFC)
Work EnvironmentLaw firms, estate planning firms, or independent practiceFinancial institutions, advisory firms, or independent
Industry UsageFocuses on estate and succession planningFocuses on investment, retirement, and wealth management

While both Estate Planners and Financial Advisors help clients manage their wealth, Estate Planners specialize in estate and succession planning, often with legal expertise, whereas Financial Advisors focus on investment strategies and financial growth. Understanding these differences helps clients choose the right professional for their specific needs.

Is estate planning in demand?

Estate planning is a growing field as aging populations and increasing wealth drive demand for estate planners. Professionals in this role need strong legal, financial, and interpersonal skills, often requiring certification or licensing. The job outlook remains positive due to ongoing need for estate management and succession planning services.

What degree do you need to be an estate planner?

Estate planners typically hold a bachelor's degree in fields such as law, finance, accounting, or estate planning. Many also pursue advanced certifications like the Certified Estate Planner (CEP) or Certified Financial Planner (CFP) to enhance their expertise and credibility in the field.

What does an estate planner do?

An estate planner helps clients organize and prepare their assets for transfer after death through legal documents such as wills, trusts, and powers of attorney. They analyze financial situations, advise on estate strategies, and ensure legal compliance, often working with attorneys and financial advisors. Certification and knowledge of estate laws are important for this role.
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Who are the top companies hiring for Estate Planner jobs?

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What states have the most Estate Planner jobs?

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

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What are popular job titles related to Estate Planner jobs?

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Estate Planner jobs near you
Infographic showing various Estate Planner job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Trust And Estate Planning Attorney

Carolina Estate Planning

Winston Salem, NC • On-site

$110K - $140K/yr

Other

Posted 27 days ago

Job description

This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work — every single day.

At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right.

If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you.

Compensation: Base salary: $110,000 – $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure.

Compensation:

$110,000 – $140,000 DOE + Performance-based Bonus


Responsibilities:
  • Educate clients about options for retirement, donating to charity, and purchasing insurance
  • Prepare wills, trusts, and power of attorney documents
  • Discuss plans with clients for distributing clients’ assets
  • Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
  • Attend court proceedings as needed to represent clients

What You'll Do

You'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means:

  • Consulting with prospective clients and leading them through our proprietary estate planning process
  • Providing expert legal counsel and delivering superior estate planning and asset protection work products
  • Researching, designing, and executing complex, customized estate plans — wills, trusts, powers of attorney, and more
  • Educating clients on retirement strategies, charitable giving, and insurance options
  • Guiding clients through the probate process with clear, actionable advice that cuts through complexity
  • Representing clients in uncontested guardianship and probate hearings
  • Maintaining detailed, organized client records that ensure seamless service and full compliance
  • Attending court proceedings as needed

Qualifications:
  • Bachelor’s degree with a legal background and J.D. degree are required
  • Great communication skills, particularly in stressful and emotional situations
  • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary
  • Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
  • Active member of the ABA (American Bar Association)

What You Bring

Required:

  • Active North Carolina Bar license in good standing

  • J.D. from an accredited law school

  • 5+ years of estate planning, probate, and trust administration experience

  • Proven ability to lead and manage in a fast-paced, service-oriented environment

  • Exceptional communication skills — especially in high-stakes, emotionally sensitive situations

  • Strong working knowledge of complex trust planning, probate, and trust administration

Preferred:

  • LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation

  • Experience with WealthDocx Estate Planning or ElderDocx Elder Law software

  • Active involvement with the American Bar Association (ABA)

Who Thrives Here

Our core values aren't aspirational — they're operational. The right candidate will recognize themselves in all of them:

  • Integrity — You hold yourself to the highest ethical standards, always.

  • Impact & Influence — You want your work to matter beyond the billable hour.

  • Initiative — You anticipate problems and solve them before they escalate.

  • Everyone Gets Helped — You believe great legal work ripples outward, and you show up fully for every person you encounter.

  • 100% Accountability — You own your outcomes, no excuses.

  • Growth Mindset — You're committed to continuous improvement, and you push those around you to grow, too.

  • Rigor — You know that in estate planning, the difference between good and exceptional lives in the details.


About Company

At Carolina Estate Planning, we don't just practice law — we make people's lives better. We've built a culture where talented people thrive. That means genuine work-life balance, open and honest feedback, and a leadership team that's invested in your personal, professional, and financial success.

Our core values:

  • Integrity — We hold ourselves to the highest ethical standards, always.
  • Everyone Gets Helped — Great legal work ripples outward. We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
  • 100% Accountability — We own our actions and our outcomes, no excuses. That standard applies at every level of the firm.
  • Growth Mindset — We're committed to continuous learning and helping every team member reach their full potential.
  • Rigor — The difference between good and exceptional lives in the details. We hold ourselves to a standard that sets us apart.
#WHLAW3

Compensation details: 110000-140000 Yearly Salary


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