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Estate Planner Jobs (NOW HIRING)

Southern Farm Bureau Life Insurance Co.

$100 - $125/hr

Estate Planner at Southern Farm Bureau Life Insurance Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving ...

Safeguard Estate and Financial

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Case Manager - Estate Planning

Scottsdale, AZ · On-site

$24 - $25/hr

Case Manager - Estate Planning Safeguard Estate Planning | Scottsdale, AZ Full-Time | In-Office Safeguard Estate Planning is seeking a highly organized, personable, and dependable Case Manager to ...

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 ...

ECG Resources

Estate Planning Attorney

Saint Louis, MO · On-site

Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...

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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.
More about Estate Planner jobs

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Cities with the most Estate Planner job openings:

Who are the top companies hiring for Estate Planner jobs?

The top employers for Estate Planner jobs are:

What states have the most Estate Planner jobs?

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

What are popular job titles related to Estate Planner jobs?

For Estate Planner jobs, the most frequently searched job titles are:

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in the United States as of September 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Estate Planner - North Carolina

On-site

Southern Farm Bureau Life Insurance Co.
Insurance Services • 501 - 1,000 employees
Learn more about Southern Farm Bureau Life Insurance Co.external

$100 - $125/hr

Other

Medical, Life, Retirement, PTO

Posted 7 days ago

Job description

Job Opportunity: Estate Planner at Southern Farm Bureau Life Insurance Company Overview:

Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As an Estate Planner, you’ll be an essential part of our Advanced Markets and Sales Support team, contributing to the success of our organization.

Role and Responsibilities:

The Estate Planner will assist the agents in their efforts to sell life insurance and annuity products through joint work and technical support.

Your responsibilities will include:

  • Conduct individual client sales interviews with Farm Bureau agents within territory.
  • Train and educate Farm Bureau agents in territory on sales, product and technical topics through agency, district and statewide meetings.
  • Serve as the primary resource for Farm Bureau agents in territory for all things life insurance and annuity related.
  • Maintain a high level of expertise in advanced life insurance and annuity sales and strategies related to basic needs, estate planning, retirement planning and business continuation planning.
  • Build and maintain a strong working relationship with all Farm Bureau agents in territory as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager.
  • Report activity each week as directed and maintain an accurate and up-to-date calendar.
  • Communicate activity and schedule with Home Office personnel as directed as well as District Sales Managers, Associate State Sales Director(s) and State Sales Manager.
Qualifications:
  • Bachelors degree or 5 year experience as an agent with successful track record of qualifying for incentive trips
  • One industry/professional designations (i.e. FSCP, CLU, ChFC, CFP) or an advanced degree (i.e. MBA, J.D.)
  • Two years of life insurance sales experience (an emphasis in estate and business planning is preferred) or two years of comparable experience
  • Good relationship skills
  • Good public speaking skills
  • Self-starter motivated
  • Good sales skills
  • Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
  • Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
  • Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
  • Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development
Employee Benefits:
  • Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.
  • Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.
  • Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.
  • Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.
  • Annual events for employees and their families
  • Company Picnic, Thanksgiving lunch, Christmas Reception.
  • Family Fun Night
  • Onsite Cafe:
  • Convenient access to nutritious meals.
  • Promoting healthy eating habits.
  • Learning & Development:
  • Continuous learning opportunities.
  • Tuition reimbursement for further education.
  • Pairing employees with mentors.
  • Professional growth and guidance.
  • Promotional Opportunities:
  • Advancement within the company.
  • Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Paid time off for volunteering.
  • Contributing to the community.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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