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Estate Planner Jobs in Wisconsin (NOW HIRING)

Orion Placement

Associate Attorney - Estate

Appleton, WI · On-site

$110K - $165K/yr

Join an established, highly respected estate planning and elder law practice with decades of experience serving Wisconsin families. * Work across sophisticated matters involving estate planning ...

Drake & Company

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Estate Planning Attorney - SG8624

Milwaukee, WI · On-site

$80K - $115K/yr

Our client, a small, client-focused law firm in Milwaukee is looking to add an estate planning attorney to their team. They are dedicated to helping individuals and families protect their assets ...

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

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Estate Planner jobs near you
Infographic showing various Estate Planner job openings in Wisconsin as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Associate Attorney - Estate

Orion Placement

Appleton, WI • On-site

$110K - $165K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

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

Why This Is a Great Opportunity

  • Join an established, highly respected estate planning and elder law practice with decades of experience serving Wisconsin families.
  • Work across sophisticated matters involving estate planning, elder law, Medicaid planning, probate, and trust administration.
  • Join a team that values attorney education, professional development, and innovative legal solutions.
  • Enjoy the opportunity to grow your practice and deepen your expertise within a focused, client-centered environment.

Location: Hiring in the Appleton, Green Bay and Oshkosh, WI offices.— fully in-office, offering the advantage of close collaboration with attorneys and staff.

Note: Must be a licensed Wisconsin attorney with 1+ year of directly relevant estate planning and/or elder law experience.

About Us

We are an established Wisconsin law practice focused on helping individuals, families, and business owners navigate important legal and financial decisions. Our team takes a highly personalized, education-driven approach to estate planning, asset protection, elder law, Medicaid planning, business planning, probate, and trust administration. We are committed to delivering thoughtful solutions and building lasting client relationships. Confidential Employer.

Job Description

  • Advise clients on estate planning strategies tailored to their personal, family, and financial circumstances.
  • Prepare and review wills, trusts, powers of attorney, and other estate planning documents.
  • Counsel clients on asset protection, elder law, Medicaid planning, probate, and trust administration matters.
  • Meet directly with clients, explain complex legal concepts clearly, and provide trusted guidance throughout the planning process.
  • Collaborate with attorneys and support professionals to deliver comprehensive, high-quality client service.
  • Stay current on Wisconsin estate planning and elder law developments and apply that knowledge to client matters.
  • Contribute to a professional environment focused on education, innovation, and exceptional client outcomes.

Qualifications

  • Wisconsin Bar admission in good standing.
  • 1+ year of estate planning and/or elder law experience.
  • Strong legal research, writing, analytical, and client communication skills.
  • Ability to manage matters independently while collaborating effectively with a team.
  • Genuine interest in helping clients and families navigate complex planning decisions.
  • Strong attention to detail and professional judgment.

Why You Will Love Working Here

You will have the opportunity to make a meaningful difference in clients' lives while developing deep expertise in a specialized and growing area of law. Our team values collaboration, continuous learning, thoughtful legal work, and a genuinely client-first approach. Attorneys are encouraged to grow professionally, expand their knowledge, and take pride in delivering solutions that have a lasting impact for families and business owners.

JPC-1749

Benefits:

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