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Estate Planner Jobs in Washington (NOW HIRING)

Cox Law Group

Estate Planning Paralegal

Annapolis, MD · On-site

$59K/yr

This vital role presents an exciting opportunity to support the Firm's established practice, in the areas of Business and Estate planning, special education, business succession, special needs ...

New

Aprio

Estate Planning Attorney

Washington, DC · 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 ...

Jobot

Estate Planning Attorney

Bethesda, MD · On-site

$130K - $175K/yr

Why join us? ----- 401K Match PTO Medical Dental Vision Job Details ----- Responsibilities: 1. Drafting, reviewing, and amending a variety of estate planning documents including wills, trusts, powers ...

Jobot

Estate Planning Attorney

Reston, VA · On-site

$125K - $200K/yr

Qualifications: 1. Juris Doctor (JD) degree from an accredited law school. 2. Admission to the state bar. 3. A minimum of 5 years of experience in estate planning, trust administration, probate, and ...

Orion Placement

Estate Planning Manager

Rockville, MD · On-site

$100K - $120K/yr

Lead and develop a team while partnering closely with experienced estate planning attorneys * Take ownership of complex workflows, deadlines, quality control, and client coordination * Build strong ...

Jobot

Estate Planning Attorney

North Bethesda, MD · Hybrid

$120K - $185K/yr

Salary: $120,000 - $185,000 per year A bit about us: ----- Our client is a well known, boutique Maryland based Estate Planning law firm. Why join us? ----- 401K PTO Medical Dental Vision Bonus Plans ...

Jobot

Estate Planning & Administration Attorney

Mclean, VA · On-site

$110K - $160K/yr

Trusts & Estates + Estate Administration + High-Net-Worth Clients + Boutique Law Firm + Sophisticated Planning + Partnership Track + No Billable Hour Grind This Jobot Job is hosted by: Anne-Laure ...

Jobot

Estate Planning Attorney

Rockville, MD · On-site

$85K - $140K/yr

Salary: $85,000 - $140,000 per year A bit about us: ----- Our client is a well known boutique law firm specializing in estate planning, T&E administration, and wealth planning and preservation. Why ...

Jobot

Trust and Estate Attorney

Arlington, VA · On-site

$100K - $140K/yr

Salary: $100,000 - $140,000 per year A bit about us: ----- Our client is a well known and respected estate planning firm. Why join us? ----- 401K Match PTO Medical Dental Vision Life Insurance ...

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All JobsEstate Planner JobsEstate Planner Jobs in Washington

Estate Planner information

See Washington salary details

$111.7K

$139.7K

$164.3K

How much do estate planner jobs pay per year?

As of Sep 1, 2026, the average yearly pay for estate planner in Washington is $139,685.00, according to ZipRecruiter salary data. Most workers in this role earn between $125,700.00 and $153,700.00 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.
More about Estate Planner jobs

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

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

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Washington as of August 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $139,685 per year, or $67.2 per hour.

Estate Planning Attorney

Orion Placement

Tysons Corner, VA

$110K - $165K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

Pay: $110,000.00 - $165,000.00 per year

Why This Is a Great Opportunity

  • Join a respected boutique law firm dedicated exclusively to estate planning and estate administration.
  • Work directly with clients and make a meaningful impact by helping families protect their legacies.
  • Receive mentorship from experienced trusts and estates attorneys committed to your long-term success.
  • Handle sophisticated estate planning and trust administration matters in a collaborative environment.
  • Enjoy a stable practice focused on quality legal work rather than high-volume litigation.
  • Earn performance-based year-end bonus opportunities.
  • Build a long-term career with excellent benefits and opportunities for professional growth.

Location: This is a full-time, primarily on-site opportunity based in Tysons Corner, VA, with occasional time spent in the firm's Leesburg office. We value in-person collaboration and are looking for attorneys who enjoy working closely with an experienced team.

Note: Applicants must be licensed to practice law in Virginia and have at least 2 years of estate planning and/or estate and trust administration experience. Maryland and/or DC Bar admission is a plus but not required.

About Us

We are a well-established boutique law firm focused exclusively on estate planning, estate administration, and trust administration. Our attorneys work closely with individuals and families to develop personalized estate plans and guide clients through complex estate administration matters with compassion and exceptional service. We pride ourselves on fostering a collaborative culture where attorneys receive mentorship, meaningful responsibility, and opportunities for long-term career growth. Confidential Employer.

Job Description

  • Meet with clients to discuss estate planning goals and develop customized legal solutions.
  • Draft and review wills, trusts, powers of attorney, advance medical directives, and other estate planning documents.
  • Guide clients through probate, estate administration, and trust administration matters.
  • Develop strategies for estate administration while ensuring all deadlines and legal requirements are met.
  • Collaborate with financial advisors, accountants, and other professionals to implement comprehensive estate plans.
  • Maintain regular communication with clients throughout the planning and administration process.
  • Conduct legal research and stay current on changes affecting trusts and estates law.
  • Work closely with experienced attorneys while gradually expanding your own client responsibilities.

Qualifications

  • Juris Doctor from an accredited law school.
  • Active Virginia Bar license required.
  • 2+ years of estate planning and/or estate and trust administration experience.
  • Strong legal writing, drafting, and analytical skills.
  • Excellent communication and client relationship skills.
  • Ability to work independently while collaborating with a supportive team.
  • Maryland and/or DC Bar admission is preferred.
  • Tax law or business law experience is a plus.

Why You Will Love Working Here

You'll join a close-knit team that genuinely invests in its attorneys. We provide hands-on mentorship, meaningful client interaction, and opportunities to develop into a trusted advisor. Our benefits package includes employer-paid health insurance, dental and vision coverage, 401(k), paid vacation and sick leave, paid continuing legal education, bar memberships, professional organization memberships, and year-end bonus opportunities.

JPC-1685

Benefits:

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