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Estate Planner Jobs (NOW HIRING)

The Gigele Law Firm

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Estate Planning Paralegal

Stuart, FL · On-site

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 ...

Synectics Inc

Estate Planning Attorney

Houston, TX

$130K - $150K/yr

* A prestigious boutique law firm specializing in Estate Planning utilizes sophisticated estate planning, business, gift, and asset protection techniques, as well as simple to complex Probate & Trust ...

Bonham Solutions

Estate Planning Partner

Durham, NC

$250K/yr

Position Overview The firm is seeking an estate planning attorney with substantial experience handling sophisticated estate planning matters. This opportunity is ideal for someone looking to step ...

CareerPro Staffing

Estate Planning Attorney

Dayton, NJ

$350K - $600K/yr

Estate Planning Attorney Retirement & Wealth Planning Firm | Confidential Client Locations: Central New Jersey Employment Type: Full-Time, On-Site Overview A well-established, rapidly growing ...

Talent Search PRO

Estate Planning Attorney

Roseland, NJ

$110K - $120K/yr

Provide legal counsel to clients on tax planning, estate planning, and the administration of trusts and estates. * Draft and review wills, trusts, powers of attorney, and other estate planning ...

Bonham Solutions

Estate Planning Attorney

Andover, MA · On-site

A well-established, mid-sized law firm with multiple offices throughout Massachusetts is seeking an Estate Planning Attorney to join its growing team. This position can be based in the firm's Andover ...

Orion Placement

Estate Planning Attorney

Clifton, NJ · Hybrid

$200K - $300K/yr

Lead and grow an expanding estate planning practice with real ownership and visibility. * Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the ...

W3Global Inc.

Estate Planning Attorney

Houston, TX

$110K - $150K/yr

Our firm is seeking an Associate Attorney with 2+ years of experience in wills, trusts, probate, estate planning, and estate administration. What We're Looking For * Strong work ethic with a hands-on ...

Orion Placement

Estate Planning Attorney

Clifton, NJ · Hybrid

$200K - $300K/yr

Lead and grow an expanding estate planning practice with real ownership and visibility. * Work directly with clients in a trusted advisory role, helping families protect their assets and plan for the ...

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Estate Planner information

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How much do estate planner jobs pay per year?

As of Jun 10, 2026, the average yearly pay for estate planner in the United States is $125,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,500.00 and $137,500.00 per year, depending on experience, location, and employer.

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 is a professional who helps individuals and families organize and manage their assets to ensure a smooth transfer of wealth after death or incapacitation. They assist with creating wills, trusts, powers of attorney, and other legal documents to protect assets and minimize taxes. Estate planners also offer guidance on charitable giving, guardianship arrangements, and strategies to avoid probate, ensuring clients' wishes are carried out efficiently.

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 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.
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Estate Planner jobs near you
Infographic showing various Estate Planner job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $125,000 per year, or $60.1 per hour.
Estate Planning Attorney

Estate Planning Attorney

ECG Resources

Saint Louis, MO

Other

Posted 23 days ago

Job description

Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level group

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~

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