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Estate Planner Jobs in Ohio (NOW HIRING)

Join a Mission-Driven Team - Trusts & Estates Managing Attorney Opportunity Aspen Careers is partnering with a respected and expanding elder law and estate planning firm in Ohio to help grow their ...

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Trust & Estate Paralegal

Cleveland, OH · On-site

$75K - $100K/yr

Trust & Estate Paralegal Cleveland, OH | In‐Office | Salary $75-100K A highly established Cleveland law practice is seeking a Trust and Estate Paralegal to support a busy estate planning and ...

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LHH is recruiting an estate Planning & probate paralegal for a downtown law firm. No billable hour requirement. Responsibilities: * Assist with probate and trust administration, including preparing ...

Senior Wealth Planner

Cincinnati, OH · On-site

$150 - $230/hr

This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, and wealth stewardship along with the ability to navigate complex family ...

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Estate Planner information

See Ohio salary details

$93.3K

$116.6K

$137.1K

How much do estate planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for estate planner in Ohio is $116,607.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,900.00 and $128,300.00 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.

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

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

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

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

Infographic showing various Estate Planner job openings in Ohio as of August 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $116,607 per year, or $56.1 per hour.

Estate Planning Attorney

Bixler Moore, LLC

Louisville, OH • On-site

$72K/yr

Full-time

Medical, Life, PTO

Posted 26 days ago


Job description

Are you a detail-oriented attorney who also enjoys working directly with clients?

 Bixler Moore, LLC is hiring an Estate Planning Attorney to join our growing estate and elder law firm. This position will be based primarily out of our Louisville, Ohio office, located in a beautifully restored historic building originally built in 1885.

 This is not a litigation position. This role is focused on thoughtful planning, precise drafting, client counseling, and helping individuals and families make important legal decisions with clarity and confidence.

 We are looking for an attorney who combines strong technical legal skills with the ability to connect with people. The right person will enjoy reviewing details, spotting issues, following systems, and producing accurate work — but will also be comfortable meeting with clients, asking good questions, explaining options, and guiding families toward decisions that fit their goals.

 This role is ideal for an attorney who wants to become highly skilled in estate planning and elder law while serving as a trusted advisor to clients during some of life’s most important planning conversations.

 

Compensation & Benefits

  • Salary commensurate with experience

  • Health insurance

  • Paid holidays, vacation, and sick leave

  • Paid maternity leave

  • Life insurance

  • Annual professional development budget

  • Team-based support and training

  • Monthly team lunches

  • Private office

  • Free on-site parking

Compensation:

$72,000 or commensurate with experience and qualifications


Responsibilities:

Responsibilities include, but are not limited to:

  • Meet with clients and prospective clients to discuss estate planning goals, family dynamics, assets, concerns, and planning options

  • Listen carefully to clients, identify their priorities, and help them understand the planning choices available to them

  • Build trust with clients through clear communication, thoughtful questions, and practical guidance

  • Analyze client information and identify planning issues, risks, gaps, and opportunities

  • Design estate plans tailored to each client’s needs, including wills, revocable living trusts, powers of attorney, health care directives, deeds, beneficiary planning, and related documents

  • Explain estate planning concepts to clients in plain English so they can make informed decisions

  • Guide clients through the planning process from consultation through signing

  • Draft, review, revise, and quality-check estate planning documents

  • Review client asset summaries, beneficiary designations, real estate information, business interests, and funding-related issues

  • Lead signing meetings and ensure estate planning documents are properly executed

  • Maintain accurate matter notes, document checklists, and electronic files

  • Work closely with paralegals, client care team members, and other attorneys to move matters efficiently through the firm’s workflow

  • Assist with trust funding, deed preparation, and post-signing follow-up

  • Identify elder law, Medicaid planning, probate, trust administration, tax, real estate, or business succession issues that may require additional planning or attorney involvement

  • Participate in firm systems, team meetings, training, quality control, and process improvement

  • Build strong relationships with clients, referral sources, and community partners


Qualifications:

The ideal candidate will have:

  • Active Ohio law license in good standing

  • Estate planning, elder law, probate, trust administration, tax, real estate, or related legal experience preferred

  • Strong attention to detail and commitment to accuracy

  • Excellent drafting, writing, analytical, and issue-spotting skills

  • Strong client communication and counseling skills

  • Ability to explain legal concepts in a clear, practical, and approachable way

  • Comfort leading client meetings and helping clients evaluate their options

  • Ability to listen carefully, ask thoughtful questions, and build trust with clients

  • Professionalism, discretion, and sound judgment

  • Comfort working within established systems, checklists, workflows, and quality-control processes

  • Ability to manage multiple client matters, deadlines, and document projects at the same time

  • Patience and compassion when working with clients who may be aging, grieving, overwhelmed, or planning for difficult family circumstances

  • Interest in building a long-term career in estate planning and elder law

  • Strong computer skills and ability to learn legal software and internal systems

Prior estate planning experience is strongly preferred, but we are willing to train the right attorney who has excellent judgment, strong analytical skills, careful work habits, strong interpersonal skills, and a genuine interest in this practice area.

Who Thrives in This Role

This role is a strong fit for someone who:

  • Likes structure, organization, and clear expectations

  • Enjoys careful legal analysis and high-quality document work

  • Notices details that other people miss

  • Takes deadlines, follow-up, and documentation seriously

  • Enjoys meeting with clients and helping them feel comfortable with complex decisions

  • Can explain legal concepts without jargon or unnecessary complexity

  • Builds trust by being prepared, thoughtful, responsive, and clear

  • Is comfortable guiding a conversation while still listening carefully

  • Values process, preparation, and high-quality client service

  • Wants to become highly skilled in a focused practice area

This role is probably not the best fit for someone who dislikes document review, resists systems, avoids client conversations, struggles with follow-up, or wants a courtroom-focused practice.


About Company

Bixler Moore, LLC is a well-established elder law and estate planning firm serving families throughout Northeast Ohio. We focus exclusively on estate planning, estate administration, and elder care planning, guiding clients through some of life’s most important and personal decisions.

Founded in 1979, our firm combines deep community roots with a modern, process-driven approach to client service. We believe exceptional legal work starts with strong systems, clear communication, and a collaborative team environment where attorneys, paralegals, and client care professionals each play an important role.

This position is based primarily in our Louisville, Ohio office, located in a beautifully restored historic building built in 1885. The firm also maintains a Belden Village office in Canton, Ohio.