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Estate Planner Jobs in Iowa (NOW HIRING)

BrownWinick

Estate Planning Paralegal

Des Moines, IA · On-site

Paralegal provides substantive legal support to estate planning, as well as trust and probate administration attorneys. This role requires initiative, sound judgment, and the ability to manage ...

Osaic

Sr. Financial Planning Strategist

Des Moines, IA · 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 ...

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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.
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Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Iowa as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Estate Planning Attorney

Orion Placement

Cedar Rapids, IA

$110K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Pay: $110,000.00 - $175,000.00 per year

Why This Is a Great Opportunity

  • Build a meaningful legal practice helping individuals and families protect their assets, plan for the future, and preserve their legacies
  • Step into a role with a clear path from a strong base salary toward revenue sharing as you build your own book of business
  • Work directly with clients and prospective clients, giving you the opportunity to make a visible impact from day one
  • Join an established, growth-oriented legal team with deep experience in estate planning, elder law, probate, and related matters
  • Attorneys who develop significant books of business have the opportunity to achieve total compensation north of $300,000
  • Bring your experience from a law firm, solo practice, or in-house environment and grow it into a rewarding long-term practice

Location: Cedar Rapids, Iowa. This is an in-office opportunity designed for attorneys who enjoy face-to-face client interaction and will be meeting with new prospects in person daily.

Note: You must be licensed to practice law in Iowa and have solid trusts and estates or estate planning experience. Real estate and elder law experience are valuable additions but are not required.

About Us

We are an established Iowa-based legal team focused on helping individuals, families, seniors, business owners, and farm owners plan confidently for the future. Our practice centers on estate planning, elder law, probate, trust administration, Medicaid planning, and related matters, with an emphasis on compassionate service, practical guidance, and meaningful client relationships. Confidential Employer.

Job Description

  • Meet with prospective and existing clients to understand their goals, concerns, assets, and family circumstances
  • Develop and implement thoughtful estate planning strategies tailored to each client's needs
  • Prepare and review wills, trusts, powers of attorney, living wills, and other estate planning documents
  • Advise clients on probate, trust administration, asset protection, incapacity planning, and related estate matters
  • Build trusted, long-term relationships with clients and become a valued advisor to the families you serve
  • Help educate prospective clients and guide them confidently through the estate planning process
  • Collaborate with attorneys and staff to deliver an organized, high-quality client experience
  • Develop your own client base and grow your practice through strong relationships, referrals, and business development

Qualifications

  • Active Iowa law license
  • 2+ years of directly relevant trusts and estates or estate planning experience
  • Experience with wills, trusts, probate, trust administration, estate planning, or closely related matters
  • Strong client communication, counseling, and relationship-building skills
  • Comfortable meeting prospective clients in person and taking ownership of client matters
  • Real estate and/or elder law experience is preferred but not required

Why You Will Love Working Here

You will have the opportunity to build a practice around work that genuinely matters. Our team values compassionate client service, professional growth, ownership, and long-term relationships. As your experience and book of business grow, so does your opportunity to participate meaningfully in the success you create.

JPC-1897

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance