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Estate Planner Jobs in Alabama (NOW HIRING)

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

... estate planning. • Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients' motivations and needs. Offer ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

What You'll Bring • Extensive experience in financial planning, estate planning, and tax matters. • Proficiency in financial modeling and analysis. • Strong analytical skills with the ability ...

Trustmark Bank

Financial Planner

Mobile, AL

$75K - $101K/yr

Topics may include, but are not limited to retirement & income planning, estate planning, trusts structures, charitable plans and gifting, and tax planning with both internal and external ...

Vertis Wealth

Estate and Document Attorney

Daphne, AL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Vertis Wealth

Estate and Document Attorney

Auburn, AL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Hankey Law Firm, LLC

Paralegal

Cullman, AL

$55K - $59K/yr

Prepare estate planning documents, including wills, trusts, and powers of attorney Qualifications * Associate Degree in Paralegal Studies * 2+ years of paralegal experience * Experience in litigation ...

Hankey Law Firm, LLC

Paralegal

Cullman, AL · On-site

$55K - $59K/yr

Prepare estate planning documents, including wills, trusts, and powers of attorney Qualifications * Associate Degree in Paralegal Studies * 2+ years of paralegal experience * Experience in litigation ...

L3HHCM20

Lead, Real Estate Attorney

Huntsville, AL

$127K - $236K/yr

This role will focus on providing legal support across all phases of real estate and facilities projects, including planning and design, construction, facilities management, utilities, and facilities ...

PLACE

Showing Assistant Real Estate

Centre, AL · On-site

$25K - $49K/yr

Gain hands-on real estate experience while learning the Keller Williams models and systems ... Agents receive support in lead generation, business planning, technology, and personal development ...

PLACE

Showing Assistant Real Estate

Centre, AL · On-site

$25K - $49K/yr

Gain hands-on real estate experience while learning the Keller Williams models and systems ... Agents receive support in lead generation, business planning, technology, and personal development ...

Place

Showing Assistant Real Estate

Centre, AL · On-site

Agents receive support in lead generation, business planning, technology, and personal development ... This is a residential and commercial real estate opportunity serving local communities with ...

PLACE

Showing Assistant Real Estate

Centre, AL · On-site

$25K - $49K/yr

Agents receive support in lead generation, business planning, technology, and personal development ... This is a residential and commercial real estate opportunity serving local communities with ...

PLACE

Showing Assistant Real Estate

Centre, AL · On-site

$25K - $49K/yr

Agents receive support in lead generation, business planning, technology, and personal development ... This is a residential and commercial real estate opportunity serving local communities with ...

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All JobsEstate Planner JobsEstate Planner Jobs in Alabama

Estate Planner information

See Alabama salary details

$92.9K

$116.1K

$136.5K

How much do estate planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for estate planner in Alabama is $116,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,500.00 and $127,700.00 per year, depending on experience, location, and employer.

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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The top searched job categories for Estate Planner jobs in Alabama are:

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Alabama as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $116,097 per year, or $55.8 per hour.

Estate Planning Attorney

The Law Offices of Brenton C. McWilliams

Foley, AL • On-site

Full-time

Re-posted 8 days ago

Job description

Description
Do you enjoy meeting new people? Are you passionate about estate planning? Are you driven to keep learning and developing expertise to become the best for your clients? Do you thrive in a positive and energetic team environment?
Our estate planning attorney position will allow you to completely focus on being an attorney rather than spending your time working on marketing, intake meetings, bills, and other administrative tasks in the law. You will meet with clients, help them make decisions about their estate plan, and assist in the creation of the plan. You will work within a systematic process with a team of dedicated professionals who will support you in delivering exceptional legal services to clients.
This is an in-person position. You must be able to regularly be present for client appointments in our offices in Orange Beach and Foley.
The Law Offices of Brenton C. McWilliams is an estate planning, probate, and elder law firm with several offices in Baldwin County, Alabama. We are growing and excited to add another team member to deliver first-class legal services to clients.
Responsibilities
• Meet with clients and educate them on estate planning strategies in clear, simple, easily understandable language
• Draft and review estate planning documents
• Clearly explain estate plans and other documents to clients
• Meet with clients, create a comfortable environment, have delicate conversations about their family and other matters, and advise them on their estate planning options
• Keep up with new developments and continually enhance your expertise in modern estate planning methods and techniques
• Learn the firm's existing processes and procedures, and remain adaptable to new methods for achieving our objectives
• Collaborate with the team to consistently improve and develop our processes and procedures
Qualifications
$47

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