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Estate Planner Jobs (NOW HIRING)

Bonham Solutions

Estate Planning Partner

Durham, NC · On-site

$250K - $399K/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 ...

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 ...

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 ...

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 ...

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 ...

Collabera

Estate Planning Attorney

New York, NY · Remote

Attorney Editor - Estate Planning Duration: 9 month (may extend) Location: Work from home Summary: Estate planning State Specialist contractors, with substantial experience in estate planning law in ...

Bodman PLC

Estate Planning Paralegal

Grand Rapids, MI · On-site

Organizes and maintains probate, estate planning, real estate, and entity documents. Work collaboratively with attorneys and other team members in all stages of estate planning, wealth transfers and ...

Orion Placement

Estate Planning Attorney

Sarasota, FL · Hybrid

$140K - $250K/yr

Handle sophisticated estate planning and probate matters with meaningful client interaction. * Enjoy a flexible hybrid schedule that supports work-life balance. * Be part of a collegial, family ...

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 ...

LHH US

Estate Planning Attorney

Lake Oswego, OR · Hybrid

$140K - $160K/yr

Estate Planning Attorney Location: Lake Oswego, Oregon Schedule: Hybrid - 4 days in-office/1 remote Salary: $140,000-$160,000 + bonus Employment Type: Direct Hire LHH is partnering with a well ...

TMV Global Inc

Estate Planning Attorney

Roseland, NJ · On-site

Estate Planning Attorney Location: Roseland, NJ Full Time Summary: We are seeking an Estate Planning Attorney with 2+ years of experience in estate planning, trusts, and tax law. The ideal candidate ...

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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
What cities are hiring for Estate Planner jobs? Cities with the most Estate Planner job openings:
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.

Estate Planning Partner

Bonham Solutions

Durham, NC • On-site

$250K - $399K/yr

Full-time

Re-posted 23 days ago

Job description

About the Firm

Established and highly respected law firm in the Durham, North Carolina area is seeking an experienced estate planning attorney to join the practice in a partner-level role. This is a unique opportunity for an attorney who is looking for long-term stability, leadership potential, and the opportunity to eventually become a successor to an established estate planning practice. The firm is open to attorneys currently based in the Raleigh-Durham area or candidates planning to relocate to the region.

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 into a high-level role without the pressure of bringing an existing book of business or contributing a financial buy-in. The incoming attorney will work closely with firm leadership and play a key role in the long-term future and transition of the practice.

Responsibilities

  • Handle a broad range of estate planning matters for individuals and families
  • Draft and review wills, trusts, powers of attorney, and related estate planning documents
  • Advise clients on wealth preservation, estate administration, and long-term planning strategies
  • Build and maintain strong client relationships
  • Collaborate closely with firm leadership on long-term practice development and succession planning
  • Provide high-level legal counsel and strategic guidance to clients

Qualifications

  • J.D. from an accredited law school
  • Licensed and in good standing with the North Carolina Bar or eligible for admission
  • Minimum of 5 years of estate planning experience required, with additional experience strongly preferred
  • Strong technical estate planning knowledge and client relationship skills
  • Ability to independently manage sophisticated matters
  • Interest in long-term leadership and succession within the practice

Compensation & Benefits

  • Starting compensation of approximately $250,000+ annually
  • Base salary plus commission/bonus structure
  • No required book of business
  • No financial buy-in required
  • Established client base and steady workflow
  • Long-term growth and leadership opportunity within the firm
  • Supportive and well-established practice environment

Why Join
This is a rare opportunity for an experienced estate planning attorney to step into a true long-term partner-track role without the traditional barriers of a required book of business or buy-in. The firm is seeking someone who wants to become an integral part of the future of the practice while enjoying the support and reputation of an established Durham-area firm.