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Estate Planner Jobs (NOW HIRING)

Robert Half

Remote Estate Planning Attorney

Torrance, CA · Remote

$51.46 - $65/hr

A leading wealth advisory firm is seeking a Temporary Trust & Estate Planning Attorney to provide consultative estate planning support for high-net-worth clients. This role is focused on reviewing ...

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

$70K - $80K/yr

Wellness resources Estate Planning Paralegal The Harbor Lawyers Greater Houston (On-site) The Harbor Lawyers is a growing firm handling estate planning matters throughout Texas and California. Join a ...

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 ...

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 ...

Robert Half

Estate Planning Attorney

Los Gatos, CA · On-site

$100K - $130K/yr

We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist ...

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 ...

W3Global Inc.

Estate Planning Attorney

El Segundo, CA

$150K - $250K/yr

Attorney - Estate Planning, Trust Administration, Probate & Litigation This is an Attorney position with a primary focus on Estate Planning, Trust Administration, Probate, and Litigation, while also ...

Orion Placement

Associate Attorney - Estate

Appleton, WI · On-site

$110K - $165K/yr

Join an established, highly respected estate planning and elder law practice with decades of experience serving Wisconsin families. * Work across sophisticated matters involving estate planning ...

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands ...

Collabera

Estate Planning Attorney

Atlanta, GA · 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 ...

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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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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

Aspen Careers, LLC

Cincinnati, OH • Hybrid

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Join a Sophisticated Private Wealth Team – Senior Trust & Estates Attorney Opportunity in Cincinnati!

Aspen Careers is partnering with a highly regarded full-service law firm, to identify a Senior Trust & Estates Attorney for its Cincinnati office. This opportunity offers the chance to work closely with individuals and families on sophisticated estate planning, wealth transfer, and fiduciary administration matters within a collaborative and respected private client practice.

Job Title: Trust & Estates Attorney
Location: Cincinnati, Ohio – Hybrid Opportunity

Why You Should Apply:

  • Join a respected Trust & Estates practice with a strong reputation across Ohio
  • Advise clients on sophisticated estate planning and wealth management matters
  • Work on trusts, wills, fiduciary administration, and tax-efficient wealth transfer strategies
  • Collaborate with experienced attorneys in a supportive, team-oriented environment
  • Opportunity to build meaningful long-term client relationships
  • Exposure to high-net-worth family planning and complex estate matters
  • Hybrid flexibility with a collegial and professional culture

The Ideal Candidate:

  • 5+ years of experience in trust & estates, estate planning, or related practice area in a law firm
  • Strong legal research, writing, and analytical skills
  • Experience drafting estate planning documents including wills, trusts, and powers of attorney
  • Strong understanding of federal and state tax considerations related to trusts and estates
  • Experience advising clients on estate planning, trust administration, and tax-efficient wealth transfer strategies
  • Ability to independently manage matters and client relationships
  • Emotional intelligence and sensitivity in advising clients on family and wealth management matters
  • Exceptional project management and organizational skills
  • Ability to manage multiple projects and competing deadlines
  • Licensed to practice law
  • Collaborative mindset with strong interpersonal and relationship-building skills
  • Ability to develop creative solutions to complex estate planning needs

About the Firm:

  • Respected full-service law firm with a strong regional presence
  • Known for its collaborative culture and long-standing client relationships
  • Strong reputation across private wealth, corporate, litigation, and business practice areas
  • Commitment to mentorship, attorney development, and long-term career growth
  • Team-oriented environment focused on client service and collaboration

What's in it for You?

  • Competitive compensation package
  • Comprehensive benefits package including medical, dental, and vision coverage
  • Retirement savings plan
  • Hybrid work flexibility
  • Professional development and mentorship opportunities
  • Supportive and collaborative team environment
  • Opportunity to work on sophisticated estate planning and wealth management matters

Ready to take your career to the next level? Let's chat! Whether you're interested in this opportunity or exploring other legal opportunities in Ohio, reach out to Kelsey today:

Call or Text: (380) 210-2527
Email: kross@aspen-careers.com

Join a firm that values growth, collaboration, and your future!