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Estate Planner Salary Jobs (NOW HIRING)

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... As such, an actual salary may fall closer to one or the other end of the range, and in certain ...

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site +1

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years ... As such, an actual salary may fall closer to one or the other end of the range, and in certain ...

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Estate Planner Salary information

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How much do estate planner salary jobs pay per year?

As of Aug 12, 2026, the average yearly pay for estate planner salary in the United States is $125,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,500.00 and $137,500.00 per year, depending on experience, location, and employer.

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 is the difference between Estate Planner Salary vs Trust Officer Salary?

AspectEstate Planner SalaryTrust Officer Salary
Required CredentialsCertified Estate Planner (CEP), CFP, or similar certificationsCertified Trust and Financial Advisor (CTFA), CFP, or similar
Work EnvironmentLaw firms, financial planning firms, estate planning departmentsBank trust departments, financial institutions, private banks
Employer & Industry UsageLegal and financial advisory firms, estate planning servicesBanking, trust companies, wealth management firms
Common Search & Comparison IntentUnderstanding salary differences in estate planning rolesComparing trust management compensation

Both estate planners and trust officers work in estate and wealth management, often requiring similar certifications. Estate planners focus on creating estate plans, while trust officers manage trust accounts. Salary differences depend on experience, location, and employer type, but both roles are integral to estate and trust services in financial and legal industries.

Is estate planning in demand?

Estate planning is a consistently in-demand field as individuals seek to manage their assets and ensure their wishes are followed. Estate planners, often holding certifications like the Certified Estate Planner (CEP), are needed to help clients with wills, trusts, and estate transfer strategies, especially as aging populations increase the need for such services.

What exactly does an estate planner do?

An estate planner helps clients organize their assets and create legal documents such as wills, trusts, and powers of attorney to ensure their estate is managed and transferred according to their wishes. They analyze financial situations, advise on tax implications, and often work with attorneys and financial advisors to develop comprehensive estate plans.

What is the average salary of an estate planner?

The average salary of an estate planner in the United States typically ranges from $60,000 to $120,000 per year, depending on experience, location, and the size of the firm. Entry-level estate planners often start at the lower end of the range, while those with several years of experience or specialized expertise can earn significantly more. In larger metropolitan areas or prestigious firms, salaries may exceed this range, especially for senior estate planners or partners. Compensation can also include bonuses and profit-sharing, depending on the employer.

What are some common challenges estate planners face when working with clients and how can these be managed?

Estate planners often encounter challenges such as navigating complex family dynamics, staying current with changing tax laws, and ensuring clients’ wishes are clearly documented. Addressing these issues typically involves strong communication skills, ongoing professional education, and careful attention to detail. Successful estate planners build trust with clients, collaborate closely with attorneys and financial advisors, and maintain thorough documentation to help manage these complexities effectively.

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 strong background in estate law, tax regulations, and financial planning, usually supported by a relevant degree and certification such as CFP or JD. Familiarity with legal drafting software, tax preparation systems, and document management tools is essential. Exceptional interpersonal communication, attention to detail, and discretion help build client trust and deliver tailored solutions. These skills ensure accurate, compliant estate plans that protect clients' assets and wishes while fostering long-term relationships.
More about Estate Planner Salary jobs
What cities are hiring for Estate Planner Salary jobs? Cities with the most Estate Planner Salary job openings:
What states have the most Estate Planner Salary jobs? States with the most job openings for Estate Planner Salary jobs include:
What job categories do people searching Estate Planner Salary jobs look for? The top searched job categories for Estate Planner Salary jobs are:
Estate Planner Salary jobs near you
Infographic showing various Estate Planner Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $125,000 per year, or $60.1 per hour.

Senior Estate Planning Attorney

Grimaldi Law Firm

Hollywood, FL • On-site

$140K - $170K/yr

Full-time

Re-posted 13 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
$46
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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