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Estate Planner Jobs in Oregon (NOW HIRING)

Mercer Advisors

OR · On-site

The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR

$78K - $104K/yr

Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney * Excellent analytical, strategic thinking and ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$78K - $104K/yr

Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney * Excellent analytical, strategic thinking and ...

Aldrich

Financial Planner

Salem, OR · On-site

$76K - $102K/yr

Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney. * Excellent analytical, strategic thinking and ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney * Excellent analytical, strategic thinking and ...

JLL

Occupancy Planner

Beaverton, OR · On-site

Our people at JLL are shaping the future of real estate for a better world by combining world class ... The Occupancy Planner will be charged with assembling, updating, and reporting the top-down and ...

NACBA

Family Law & Estate Planning Attorney

Hillsboro, OR · On-site

$85 - $120/hr

We are looking for an attorney with at least 2-3 years of experience to help us expand our existing family law and estate planning client base. We need a critical thinker who takes ownership of the ...

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All JobsEstate Planner JobsEstate Planner Jobs in Oregon

Estate Planner information

See Oregon salary details

$106.3K

$132.9K

$156.3K

How much do estate planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for estate planner in Oregon is $132,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,600.00 and $146,200.00 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 Oregon, the most frequently searched job titles are:

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

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

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

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Oregon as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $132,924 per year, or $63.9 per hour.

Estate Planning & Probate Attorney

Staffing Solutions, LLC

Lake Oswego, OR • On-site

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago

Job description

Estate Planning & Probate Attorney
Our client is a full-service law firm offering personalized service and a wealth of legal experience and understanding. For more than 35 years, our client has provided counsel, education, guidance and legal analysis.
We are seeking an Estate Planning and Probate Attorney in a succession planning position with 10-15 years in Estate Planning & Probate along with trust administration, estate tax / gift tax and return practice.
Qualified Applicants Should Have the Following:
•    Able to prioritize multiple matters and projects and/or delegate work as needed
•    Strong drafting and research skills
•    Client focused, with an ability to solve complex problems
•    Effective communication skills
•    Leadership and project management skills and,
•    Self-motivated while being a team member
Requirements:
•    10-15 years’ experience
•    OR Bar required
Preferences:
•    WA Bar or ID, AZ, CO Bars a plus
•    A book of business, but not required
Benefits:
•    100% Paid Health Insurance
•    401K Plan with Firm Match
•    PTO and Paid Firm Holidays
•    Great Work-Life Balance
Salary starting at $130-$140K depending on experience with eligible bonus
Expectation of 1560-1800 billable hours annually
•    130 billable hours per month = straight salary
•    150 billable hours per month = bonus eligibility
Job Type: Full Time
Work Location: In Person