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Estate Planner Jobs in Texas (NOW HIRING)

W3Global Inc.

Estate Planning Attorney

Dallas, TX · On-site

$130K - $170K/yr

Our Client, a well-established and client-focused law practice in Dallas, is seeking an experienced Estate Planning Attorney to join its growing team. This role is ideal for a seasoned legal ...

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

Wellness resources Estate Planning Paralegal The Harbor Lawyers Greater Houston (On-site) The Harbor Lawyers is a growing firm handling estate planning matters throughout Texas and California. Join a ...

Aprio

Estate Planning Attorney

Dallas, TX · 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 ...

Marquardt Law Firm, P.C.

Be Seen First

Estate Planning and Probate Attorney

San Antonio, TX · On-site

$100K - $150K/yr

Do you want to practice estate planning and probate law? Responsibilities: - Advise clients on estate planning options and strategies. - Draft wills, trusts, powers of attorney, and other estate ...

Jobot

Estate Planning Attorney

Irving, TX · On-site

$90K - $140K/yr

Dallas Law firm urgently seeks an Estate Planning Attorney! This Jobot Job is hosted by: Ron Calhoun Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Jobot

Estate Planning & Probate Attorney

Midland, TX · On-site

$115K - $165K/yr

Provide expert legal counsel to clients on all aspects of estate planning, probate, and elder law. * Manage probate and trust administration processes, ensuring compliance with all legal requirements.

W3Global Inc.

Estate Planning Attorney

Frisco, TX · On-site

$150K - $180K/yr

As an Estate Planning Attorney, you'll bring your 8+ years of experience in estate planning, with a focus on tax and business planning, to a collaborative and supportive environment. We value ...

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All JobsEstate Planner JobsEstate Planner Jobs in Texas

Estate Planner information

See Texas salary details

$89.9K

$112.4K

$132.2K

How much do estate planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for estate planner in Texas is $112,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,200.00 and $123,700.00 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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The top searched job categories for Estate Planner jobs in Texas are:

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Cities in Texas with the most Estate Planner job openings:

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Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Texas as of August 2026, with employment types broken down into 88% Full Time, 7% Part Time, 4% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $112,428 per year, or $54.1 per hour.

Estate Planning Attorney

W3Global Inc.

Dallas, TX • On-site

$130K - $170K/yr

Full-time

Re-posted 17 days ago

Job description

Our Client, a well-established and client-focused law practice in Dallas, is seeking an experienced Estate Planning Attorney to join its growing team. This role is ideal for a seasoned legal professional who brings deep expertise in estate planning, probate, and asset protection strategies, along with a strong commitment to client service and relationship management.

Key Responsibilities

  • Advise clients on comprehensive estate planning strategies, including wills, trusts, powers of attorney, and advanced directives

  • Design and implement complex estate plans tailored to high-net-worth individuals and families

  • Provide guidance on probate and estate administration matters

  • Counsel clients on tax implications related to estate and gift planning

  • Review and draft legal documents with precision and attention to detail

  • Maintain strong, long-term client relationships through clear communication and trust

  • Collaborate with internal team members to ensure seamless client service

  • Stay current on federal and Texas-specific estate, probate, and tax laws

Qualifications

  • Juris Doctor (JD) from an accredited law school

  • Active license to practice law in Texas

  • 10+ years of experience in estate planning and probate law

  • Demonstrated experience handling complex estate matters and high-value portfolios

  • Strong knowledge of estate, gift, and income tax considerations

  • Exceptional drafting, analytical, and communication skills

  • Proven ability to manage client relationships and provide strategic counsel

  • High level of professionalism, integrity, and discretion

Preferred Qualifications

  • Experience working with high-net-worth or ultra-high-net-worth clients

  • Board Certification in Estate Planning and Probate Law (Texas Board of Legal Specialization) is a plus

  • Background in business succession planning or asset protection strategies

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs