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Estate Planner Jobs (NOW HIRING)

Robert Half

Estate Planning Paralegal

Maple Grove, MN · On-site

$55K - $75K/yr

A growing and client-focused estate planning practice in the northwest metro is seeking an experienced Estate Planning Paralegal to support attorneys in delivering comprehensive estate planning and ...

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Carolina Estate Planning

Estate Attorney

Winston Salem, NC · On-site

$110K - $140K/yr

We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work -- every single day. At Carolina Estate Planning, we've ...

Orion Placement

Estate Planning Attorney

Lisle, IL · Hybrid

$140K - $190K/yr

Join a well-established, growing estate planning practice with a strong pipeline of sophisticated client work * Work directly with partners and clients on meaningful estate planning, trust, and ...

Ascendion

Estate Planning Paralegal

San Jose, CA · On-site

$80K - $110K/yr

Estate Planning Paralegal Location: San Jose, California - Onsite We're seeking a talented Estate Planning Paralegal to join a well-established California law firm with a sophisticated estate ...

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Estate Planner information

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.

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 as a Certified Estate Planner or similar credential is common in this field.

What qualifications do you need to be an estate planner?

To become an estate planner, typically a bachelor's degree in law, finance, or a related field is required, along with relevant licensing or certification such as a Certified Financial Planner (CFP) or estate planning designation. Strong knowledge of estate laws, tax regulations, and financial planning skills are essential, and many estate planners have backgrounds as attorneys, financial advisors, or accountants.

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.

Can I be an estate planner without being a lawyer?

Estate planners often have legal backgrounds, but it is not mandatory to be a lawyer to work in this field. Many estate planners hold certifications such as Certified Financial Planner (CFP) or Accredited Estate Planner (AEP) and focus on estate tax strategies, trust management, and financial planning. However, certain legal tasks, like drafting wills or trusts, typically require a licensed attorney.

Is estate planning in demand?

Estate planning is a growing field due to an aging population and increasing awareness of wealth transfer strategies. Estate planners, often holding certifications like the Certified Estate Planner (CEP), are in demand to help clients create wills, trusts, and other estate documents, especially in regions with complex legal requirements. The profession offers opportunities in law firms, financial advisory firms, and independent practice settings.

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 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.
More about Estate Planner jobs
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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 July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.
Attorney - Estate and Trust

Attorney - Estate and Trust

Carolina Family Estate Planning

Cary, NC

$95K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Help Us Introduce People to a Better Way to Do Estate Planning

Carolina Family Estate Planning is seeking an extraordinary attorney who is passionate about making estate planning accessible and understandable. If you are a licensed North Carolina attorney with at least 2 years of recent estate planning and probate experience, and you have a knack for demystifying legal processes and a desire to make a significant impact on families and their futures, you might just be the person we're looking to join our dynamic team.

Compensation and Benefits

At Carolina Family Estate Planning, we believe in investing in our team's well-being so each of us can bring our best to our clients every day. You'll receive a competitive base salary of $95,000 to $120,000 based on experience plus the opportunity to earn more through incentive-based compensation tied to Key Performance Indicators (KPIs) and Measures of Success. Our comprehensive benefits package offers medical, dental, and vision insurance, life insurance and disability coverage, and a retirement plan with matching contributions. Beyond these, we cover attorneys' bar dues, insurance, and applicable CLE expenses. Enjoy paid time off, 12 paid holidays, and assistance with setting up your own estate plan, ensuring you're supported both in your professional endeavors and personal well-being.

What Makes Carolina Family Estate Planning Different

At Carolina Family Estate Planning, we're working to transcend the paperwork. The compassionate and professional legal counsel we provide our clients marks the beginning of an ongoing conversation about family relationships, personal values, and community. Clear communication and follow-through are essential as we ensure peace of mind through well-crafted plans that reflect our clients' hopes and wishes.

Our core values of integrity, proactivity, accountability, teamwork, innovation, and thriving guide our every action. These values have not only shaped our identity but have also propelled us to become one of the fastest-growing firms in the country. We're recognized for our commitment to our team and clients and for our unique approach that continually sets new standards in estate planning.

A Day in the Life at Carolina Family Estate Planning

As an attorney at our firm, you'll be instrumental in making estate planning approachable for our clients. You'll use your expertise to help demystify how clients' planning will work, aiding families in confidently navigating their planning choices. Your responsibilities will include delivering educational presentations, conducting 1-on-1 meetings to provide advice and review decisions, and collaborating with paralegals and legal assistants to draft legal documents and manage filings. Regular team meetings support our continuous improvement and ensure we provide excellent, proficient service.

Work Schedule & Ideal Candidate Profile

Position Type: Full-Time

Location: Cary, NC

Typical Schedule: 8:30 AM - 5:00 PM, with flexibility for client workshop presentations.

You are a licensed North Carolina attorney with at least 2 years of recent experience in estate planning, probate, and estate and trust administration. You're an expert at simplifying complex legal concepts for families, impeccably organized, and detail-oriented. You thrive on challenges and possess a positive, team-centric attitude. You demonstrate uncompromising integrity, you're proactive in nature, and you're committed to your own personal growth. If this sounds like you, we're eager to meet you and look forward to welcoming you to our team.

Join Us:

Are you prepared to help us change the way people think about estate planning and leave a lasting impact on families for years to come? Submit your application and embark on a fulfilling career path with Carolina Family Estate Planning.

About Carolina Family Estate Planning

Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.

At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.

As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.

If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.

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