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Estate Planner Jobs (NOW HIRING)

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 ...

Jobot

Estate Planning Attorney

Queens, NY · On-site

$100K - $200K/yr

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 ...

WizeHire, Inc

Estate Planning Attorney

Foley, AL · On-site

$85K - $150K/yr

Our estate planning attorney position will allow you to completely focus on being an attorney rather than spending your time working on marketing, intake meetings, bills, and other administrative ...

STEIN LAW LLC

Estate Planning Attorney

Atlanta, GA · On-site

$120K - $150K/yr

Paid time off Stein Law seeks to add an estate planning attorney to our growing firm. Our ideal candidate is an attorney with 3 to 5 years of recent experience in estate planning with taxable estates ...

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

$80K - $85K/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 ...

Orion Placement

Estate Planning Attorney

Santa Barbara, CA · On-site

$165K - $280K/yr

Build meaningful expertise across estate planning, probate, and conservatorships while working alongside experienced attorneys. * Take on substantive matters and have a direct impact on clients ...

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 ...

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 ...

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 ...

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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.
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 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 September 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Estate Planning Attorney

New York, NY • Hybrid

Kosmos
See more jobs at Kosmosexternal

$175K - $275K/yr

Full-time

Re-posted 13 days ago

Job description

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 administration, including knowledge of relevant state and federal tax laws. Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving; estate planning for retirement assets; and tax-efficient family wealth transfer strategies is a preferred.

Our Private Client team, one of the largest and most sophisticated in the country, advises on all aspects of estate, gift and charitable planning, closely held businesses, administration of estates and trusts, and fiduciary litigation.  Our Private Client lawyers collectively have hundreds of years of experience serving the unique needs of our clients, including individuals and their families, fiduciaries, and a broad range of tax-exempt entities. 

Requirements
  • Minimum of 3 years of demonstrated experience in sophisticated private client matters involving trusts and estates, including tax and succession planning
  • Excellent technical, professional and client service skills
  • Strong written and verbal communication and advocacy skills
  • Team-oriented with an emphasis on collaboration
  • Effective and efficient problem-solving capabilities with the ability to work independently and proactively, and to develop creative solutions to meet client and team needs
  • Member of New York State bar in good standing (required)