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Estate Planner Jobs in California (NOW HIRING)

Orion Placement

Estate Planning Paralegal

San Jose, CA · On-site

$75K - $115K/yr

Work closely with experienced attorneys on meaningful estate planning matters that directly impact individuals and families. * Build deeper expertise across wills, trusts, estates, and related ...

Jobot

Estate Planning Attorney

Los Angeles, CA · On-site

$100K - $150K/yr

The firm advises individuals and families on sophisticated estate planning strategies and provides comprehensive legal support throughout the planning and administration process. Why join us?

Orion Placement

Estate Planning Attorney

Santa Barbara, CA · On-site

$165K - $280K/yr

Build meaningful expertise across estate planning, probate, and conservatorships while working alongside experienced attorneys. * Take on substantive matters and have a direct impact on clients ...

W3Global Inc.

Estate Planning Attorney

El Segundo, CA · On-site

$150K - $250K/yr

Attorney - Estate Planning, Trust Administration, Probate & Litigation This is an Attorney position with a primary focus on Estate Planning, Trust Administration, Probate, and Litigation, while also ...

Law Firm

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Estate Planning Paralegal Tasks: * Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software * Notarize estate planning documents * Perform ...

Aprio

Estate Planning Attorney

Los Angeles, CA · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands ...

JBA International

Estate Planning Paralegal

Irvine, CA · On-site

$50K - $80K/yr

Salary : $50,000 - $80,000 (dependent on experience) Estate Planning Paralegal We are a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax ...

Law Firm

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Estate Planning Paralegal Tasks: * Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software * Notarize estate planning documents * Perform ...

Aprio

Estate Planning Attorney

San Francisco, CA · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands ...

Woven Legal LLC

Paralegal - Estate Planning

La Jolla, CA · On-site

$30 - $31/hr

Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients ...

WovenLegal.com

Paralegal - Estate Planning

La Jolla, CA · Remote

$30/hr

Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients ...

Jobot

Estate Planning Attorney

Irvine, CA · On-site

$125K - $175K/yr

Why join us? ----- Medical Benefits 401k PTO Competitive pay Job Details ----- Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and ...

FutureRecruit

Estate Planning Attorney

Palm Desert, CA · On-site

Estate Planning Attorney - Full-time Location: Palm Desert, CA Required Qualification: * J.D. from an accredited law school and licensed with the California State Bar. * Preferred 3+ years of estate ...

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All JobsEstate Planner JobsEstate Planner Jobs in California

Estate Planner information

See California salary details

$100.4K

$125.5K

$147.6K

How much do estate planner jobs pay per year?

As of Sep 1, 2026, the average yearly pay for estate planner in California is $125,514.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,000.00 and $138,100.00 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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For Estate Planner jobs in California, the most frequently searched job titles are:

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

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Cities in California with the most Estate Planner job openings:

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in California as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $125,514 per year, or $60.3 per hour.

Estate Planning Paralegal

Orion Placement

San Jose, CA • On-site

$75K - $115K/yr

Full-time

Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Pay: $75,000.00 - $115,000.00 per year

Why This Is a Great Opportunity

  • Work closely with experienced attorneys on meaningful estate planning matters that directly impact individuals and families.
  • Build deeper expertise across wills, trusts, estates, and related planning matters.
  • Join a collaborative legal team that values professionalism, thoughtful client service, and high-quality work.
  • Enjoy hybrid flexibility while remaining connected to a strong Bay Area team.
  • Grow your skills and take on increasing responsibility in a sophisticated estate planning practice.
  • Make a tangible difference by helping clients put thoughtful plans in place for their families and futures.

Location: San Jose, CA — Hybrid. This role offers a flexible hybrid schedule while maintaining meaningful in-person collaboration with our Bay Area team. Candidates must be based in the Bay Area; this is not a 100% remote opportunity.

Note: Must have 2+ years of directly relevant experience supporting wills, trusts, and estates matters. A J.D. is not required for this position.

About Us

We are a respected legal team focused on providing thoughtful, effective representation in estate planning and family law. We take the time to understand our clients' objectives and work diligently to provide practical, personalized guidance. Our team is committed to professionalism, collaboration, and delivering excellent service to every client.Confidential Employer.

Job Description

  • Support attorneys with estate planning matters from initial client intake through completion.
  • Assist with preparation and organization of wills, trusts, powers of attorney, and related estate planning documents.
  • Coordinate client information and documentation needed to prepare and finalize estate plans.
  • Communicate professionally with clients regarding document requests, signatures, scheduling, and case status.
  • Organize and maintain client files, deadlines, and estate planning records.
  • Assist attorneys with trust and estate administration matters as needed.
  • Review documents for completeness, accuracy, consistency, and execution requirements.
  • Coordinate execution and signing processes for estate planning documents.
  • Conduct appropriate legal and factual research to support estate planning matters.
  • Help ensure matters move efficiently while maintaining a high level of client service and attention to detail.

Qualifications

  • 2+ years of experience as a paralegal supporting wills, trusts, estates, or estate planning matters.
  • Strong understanding of estate planning terminology, documents, and processes.
  • Excellent organization and attention to detail.
  • Strong written and verbal communication skills.
  • Ability to manage multiple matters, deadlines, and client requests.
  • Professional, client-focused approach.
  • Ability to work effectively both independently and as part of a collaborative legal team.
  • Bay Area based and able to work in a hybrid San Jose environment.
  • J.D. is not required.

Why You Will Love Working Here

You'll have the opportunity to build your career in a specialized area of law while working with a team that values both excellent legal work and excellent client service. We offer a collaborative environment, meaningful work, professional growth, and the flexibility of a hybrid schedule. If you enjoy being trusted with important responsibilities and helping clients accomplish goals that matter to their families, this is an opportunity to make a real impact.

JPC-1793

Benefits:

  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance