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Estate Planner Jobs (NOW HIRING)

Elder Law Firm

Estate Planning Paralegal

Melbourne, FL · On-site

Estate Planning Paralegal Job Title: Estate Planning Paralegal Location: Melbourne, FL 32901 Seeking full-time Estate Planning Paralegal. An established Brevard County law firm is seeking a full-time ...

ECG Resources

Estate Planning Attorney

Saint Louis, MO · On-site

Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...

Robert Half

Estate Planning Paralegal

Plymouth, MN · On-site

$75K - $95K/yr

A respected and growing estate planning practice is seeking an experienced Senior Estate Planning Paralegal to play a key role in supporting sophisticated estate planning matters. This position ...

STEIN LAW LLC

Estate Planning Attorney

Atlanta, GA · On-site

$120K - $150K/yr

Stein Law seeks to add an estate planning attorney to our growing firm. Our ideal candidate is an attorney with 3 to 5 years of recent experience in estate planning with taxable estates, with an ...

Orion Placement

Estate Planning Paralegal

San Jose, CA · On-site

$75K - $115K/yr

Work closely with experienced attorneys on meaningful estate planning matters that directly impact individuals and families. * Build deeper expertise across wills, trusts, estates, and related ...

STEIN LAW LLC

Estate Planning Attorney

Atlanta, GA · On-site

$120K - $150K/yr

Stein Law seeks to add an estate planning attorney to our growing firm. Our ideal candidate is an attorney with 3 to 5 years of recent experience in estate planning with taxable estates, with an ...

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 ...

Jobot

Estate Planning Attorney

Los Angeles, CA · On-site

$100K - $150K/yr

The firm advises individuals and families on sophisticated estate planning strategies and provides comprehensive legal support throughout the planning and administration process. Why join us?

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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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Cities with the most Estate Planner job openings:

Who are the top companies hiring for Estate Planner jobs?

The top employers for Estate Planner jobs are:

What states have the most Estate Planner jobs?

States with the most job openings for Estate Planner jobs include:

What are popular job titles related to Estate Planner jobs?

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

Estate Planner jobs near you
Infographic showing various Estate Planner job openings in the United States as of September 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Estate Planning Paralegal

Melbourne, FL • On-site

Elder Law Firm
See more jobs at Elder Law Firmexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Key responsibilities

  • Assist attorneys with estate planning matters, document preparation, and client communication.

  • Manage and maintain client files, schedule appointments, and coordinate document review and execution.

  • Help ensure estate planning matters move efficiently from initial consultation through document execution and completion.

Job description

Estate Planning Paralegal

Job Title: Estate Planning Paralegal

Location: Melbourne, FL 32901

Job Description: Seeking full-time Estate Planning Paralegal.

An established Brevard County law firm is seeking a full-time Estate Planning Paralegal to assist attorneys with estate planning matters, document preparation, client communication, scheduling, and ongoing file management.

The ideal candidate will have direct estate planning experience or significant experience in a closely related practice area and be comfortable independently managing routine workflows with attorney oversight. This position requires exceptional organization, attention to detail, professional client communication, and the ability to keep multiple matters moving efficiently through each stage of the estate planning process.

Responsibilities:

  • Manage and maintain client files throughout the estate planning process using the firm's practice-management system, workflows, and task management tools.
  • Schedule consultations, document signings, follow-up appointments, and other client meetings.
  • Serve as a consistent point of communication for clients by telephone, email, and in-person meetings.
  • Draft initial estate planning documents and prepare revisions under attorney direction.
  • Coordinate document review and execution with attorneys and clients.
  • Assist with attorney calendar management and scheduling.
  • Communicate with attorneys regarding new and active matters and seek attorney guidance when appropriate.
  • Maintain accurate electronic client files, workflow status, and case-related records.
  • Scan and organize completed documents and assist with electronic recording when applicable.
  • Calendar important dates, follow-up activities, and other deadlines associated with client matters.
  • Help ensure estate planning matters move efficiently from initial consultation through document execution and completion.

Required Qualifications

  • Associate and/or bachelor's degree in Paralegal Studies.
  • Strong verbal and written communication skills.
  • Excellent organizational and time-management skills.
  • Exceptional attention to detail.
  • Ability to independently manage routine workflows, scheduling, and multiple active client matters.
  • Professional and compassionate demeanor when working with clients, including elderly individuals and their families.
  • Comfortable working with legal technology and practice-management software.
  • Professional demeanor and presentation.

Strongly Preferred

  • Hands-on estate planning experience or significant experience in a closely related practice area.
  • Florida Registered Paralegal status and/or NALA certification.
  • Current Notary Public commission.
  • Previous experience preparing estate planning documents, coordinating signings, managing client communication, and maintaining attorney calendars.

Job Type: Full-time

Benefits:

  • Medical, dental, and vision insurance following the applicable 90-day eligibility period.
  • Paid time off following the applicable 90-day eligibility period.
  • Employer-matching 401(k), subject to plan eligibility requirements.
  • Support for continuing education, professional development, and certification renewal.
  • Opportunities for professional growth and advancement.
  • Stable, established practice with modern technology and a collaborative professional environment.

Company Description

Reputable Elder Law Firm in Brevard County, providing representation in the following practice areas: Estate Planning, Probate, Wills, Trusts, VA & Medicaid Planning, and Trust Funding. We strive to meet the current and anticipated needs of the clientele with sensitivity, while maintaining the highest professional standards.