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Estate Planner Jobs in Arizona (NOW HIRING)

Safeguard Estate and Financial

Be Seen First

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 ...

Law Firm

Estate Planning Paralegal

Phoenix, AZ · On-site

$75K - $85K/yr

National law firm with a strong presence in downtown Phoenix has an immediate opening for an experienced Estate Planning Paralegal. We offer outstanding benefits, including medical, dental, vision ...

Jobot

Estate Planning & Probate Attorney

Scottsdale, AZ · Remote

$150K - $180K/yr

Remote Estate Planning & Probate Attorney | Join a forward-thinking, growing AZ-based family law firm! This Jobot Job is hosted by: Andrew Nguyen Are you a fit? Easy Apply now by clicking the "Apply ...

Jobot

Estate Planning & Probate Attorney

Scottsdale, AZ · Remote

$150K - $180K/yr

Remote Estate Planning & Probate Attorney | Join a forward-thinking, growing AZ-based family law firm! This Jobot Job is hosted by: Mady Privatsky Are you a fit? Easy Apply now by clicking the "Apply ...

Kinghorn Law

Estate Planning Attorney

Tucson, AZ · On-site

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Kinghorn Law

Estate Planning Attorney

Tucson, AZ · On-site

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Kinghorn Law

Estate Planning Attorney

Tucson, AZ · On-site

Our practice integrates estate planning, financial planning, and tax planning into a unified strategy, allowing our attorneys to see the full picture of a client's life. They design solutions that ...

Confidential Law Firm

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Attorney - Estate PLanning

Litchfield Park, AZ · On-site

Responsibilities will include meeting with clients and prospective clients, preparing and reviewing estate planning documents, assisting with the implementation of estate plans, and communicating ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements. Competencies

Osaic

Sr. Financial Planning Strategist

Scottsdale, AZ · On-site

$140K - $160K/yr

This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying ...

APS

Manager Corporate Facility/Real Estate

Phoenix, AZ · On-site

In lieu of bachelor's degree, combination of college coursework and experience in corporate real estate planning, facility operations and maintenance management, facility design and construction ...

New

Osaic

Sr. Financial Planning Strategist

Scottsdale, AZ · Hybrid

$140K - $160K/yr

This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying ...

WillScot

Director, Real Estate

Scottsdale, AZ · On-site

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

WillScot

Director, Real Estate

Scottsdale, AZ · On-site

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

WillScot

Director, Real Estate

Scottsdale, AZ

This position requires an analytical, strategic and proactive candidate who can balance long-term real estate planning with practical, cost-effective solutions. WHAT YOU'LL BE DOING: Project Support ...

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All JobsEstate Planner JobsEstate Planner Jobs in Arizona

Estate Planner information

See Arizona salary details

$100K

$124.9K

$146.9K

How much do estate planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for estate planner in Arizona is $124,945.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,400.00 and $137,400.00 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.
More about Estate Planner jobs

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

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

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

What are popular job titles related to Estate Planner jobs in AZ?

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Arizona as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $124,945 per year, or $60.1 per hour.

Case Manager - Estate Planning

Safeguard Estate and Financial

Scottsdale, AZ • On-site

$24 - $25/hr

Full-time

PTO

Posted 7 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

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 join our Scottsdale office.

Our Case Managers play an important role in the client experience. You will work directly with clients throughout the estate planning process, helping them complete necessary information, coordinating appointments and documentation, answering questions, and making sure each client continues moving smoothly through the process.

This is an excellent position for someone who enjoys working with people, is extremely organized, communicates well, and takes ownership of getting things done.

What You'll Do

  • Serve as a primary point of contact for estate planning clients throughout their case.
  • Welcome and onboard new clients after they begin the estate planning process.
  • Guide clients through completing required information and documentation.
  • Communicate with clients by phone, email, and text regarding outstanding items and next steps.
  • Schedule and coordinate client appointments.
  • Prepare and organize files and documentation for client meetings.
  • Track cases and proactively follow up with clients to keep them moving forward.
  • Assist clients with questions and escalate legal or complex matters to the appropriate team member.
  • Coordinate with attorneys, advisors, and other Safeguard team members.
  • Maintain accurate and detailed client records in our systems.
  • Assist with the preparation and execution of estate planning documents.
  • Participate in document signing appointments as needed.
  • Provide a professional, welcoming experience for clients from beginning through completion.
  • Perform additional administrative and client-service responsibilities as needed.

What We're Looking For

  • Excellent communication and interpersonal skills.
  • Strong organizational skills and exceptional attention to detail.
  • Professional and comfortable communicating with clients by phone and in person.
  • Ability to manage multiple clients, appointments, and deadlines simultaneously.
  • Proactive approach—you notice what needs to be done and follow through.
  • Comfortable learning new software and technology.
  • Dependable, professional, and able to work effectively as part of a team.
  • Previous experience in case management, estate planning, a law office, financial services, client services, healthcare administration, or another detail-oriented professional environment is a plus.
  • Estate planning experience is helpful but not required. We will train the right person.

Notary Requirement

The successful candidate will be required to become an Arizona Notary Public within the first 90 days of employment.

Safeguard will provide guidance regarding the process. The employee must be eligible to obtain and maintain an Arizona Notary commission as part of the position.

Schedule

Full-Time, Monday–Friday
This is an in-office position at our Scottsdale location.

About Safeguard Estate Planning

Safeguard Estate Planning helps Arizona families protect their assets, organize their affairs, and create estate plans designed to protect the people who matter most to them.

We are looking for someone who genuinely enjoys helping clients and wants to become an important part of a growing team.

To Apply:
Please submit your resume along with a brief description of why you believe you would be a good fit for a client-facing Case Manager position.

Company Description

We are a reputable and growing estate planning firm with a strong presence in Arizona, known for providing comprehensive financial and legal planning solutions. With a focus on integrity, client education, and customized strategies, we have built a loyal client base and a trusted name in the community.