ZipRecruiter

Log In

1

Estate Planner Jobs (NOW HIRING)

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 ...

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 ...

The Gigele Law Firm

Estate Planning Paralegal

Stuart, FL · On-site

  • Medical

  • Retirement

  • PTO

For the Professional Who Wants to Grow Alongside a Sophisticated Practice Some estate planning roles are transactional - this is not one of them. We are a small but growing law firm led by an ...

Orion Placement

Estate Planning Paralegal

Sarasota, FL · Hybrid

$65K - $85K/yr

  • Dental

  • Vision

  • Retirement

  • PTO

Join a respected, established law firm with a strong estate planning practice and long-term career stability. * Enjoy a flexible hybrid schedule with a family-friendly culture that values work-life ...

W3Global Inc.

Estate Planning Attorney

Dallas, TX

$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 ...

Kosmos

Estate Planning Attorney

New York, NY · Hybrid

$175K - $275K/yr

National Law Firm has a need for an Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and ...

Orion Placement

Estate Planning Attorney

Tysons Corner, VA

$110K - $165K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Jobot

Estate Planning Attorney

Queens, NY · On-site

$100K - $200K/yr

  • Retirement

  • PTO

Boutique firm in Queens NY specializing in Trust & Estates, Estate Planning and Probate, and guardianships This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the ...

Robert Half

Estate Planning Paralegal

Worcester, MA · On-site

$75K - $90K/yr

We are looking for an experienced Estate Planning Paralegal to support a busy legal practice in the Greater Worcester area. This position offers a hybrid work arrangement and plays an important role ...

previous pagenext page

Showing results 21-40

All JobsLegal JobsLegal Specialist JobsEstate Planner Jobs

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.
More about Estate Planner jobs

What cities are hiring for Estate Planner jobs?

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 job categories do people searching Estate Planner jobs look for?

The top searched job categories for Estate Planner jobs are:

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 August 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Estate Planning Attorney

ECG Resources

Saint Louis, MO

Full-time

Re-posted 2 days ago

Job description

Established, growing St. 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 focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (100 MM to 1 B level)
  • Dive deep into complex estate planning issues, ensuring high-quality execution
  • Educate and mentor internal advisors on complex estate planning concepts, keeping them informed about new laws, client updates, and best practices.
  • Contribute to firmwide training sessions and internal presentations, regarding estate planning strategies and ongoing projects
  • Work extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the lead client relationship/engagement team
  • Focus is on client service, assisting in closing new business, with an opportunity to build equity for sourcing new business
  • 7+ years of drafting experience with a strong background in UHNW estate planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues
  • Excellent benefits and room for growth

~Relocation Assistance Available~