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Estate Planning Advisor Jobs (NOW HIRING)

Synectics Inc

Estate planning Attorney

Tysons Corner, VA · On-site

$100K - $135K/yr

This full time role offers immediate client contact, collaboration with outside advisors, and ... Meet with clients to discuss estate planning issues, solutions, and administration strategies.

New

Wealth Inc

Paralegal, Estate Planning

New York, NY · On-site

$90K - $100K/yr

About Us Wealth.com is the industry's leading AI wealth management platform, empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By ...

LHH US

Estate Planning Attorney

Lake Oswego, OR · Hybrid

$140K - $160K/yr

Advise clients on estate planning, wealth transfer, and asset protection strategies * Meet directly with clients to assess goals and develop customized planning solutions * Explain complex legal ...

Jobot

Estate Planning Attorney

Chicago, IL · Hybrid

$175K - $225K/yr

Advise high-net-worth individuals and families on estate planning strategies Draft and review wills, trusts, and comprehensive estate planning documents Handle complex estate, gift, and generation ...

LHH US

Estate Planning Attorney

Lake Oswego, OR · Hybrid

$140K - $160K/yr

Advise clients on estate planning, wealth transfer, and asset protection strategies * Meet directly with clients to assess goals and develop customized planning solutions * Explain complex legal ...

W3Global Inc.

Estate Planning Attorney

El Segundo, CA · On-site

$150K - $250K/yr

Draft estate planning documents (wills, trusts, powers of attorney, etc.) and advise clients on estate planning matters. * Prepare and draft legal documents, pleadings, and litigation-related filings.

W3Global Inc.

Estate Planning Attorney

Dallas, TX

$130K - $170K/yr

Advise clients on comprehensive estate planning strategies, including wills, trusts, powers of attorney, and advanced directives * Design and implement complex estate plans tailored to high-net-worth ...

Aprio

Estate Planning Attorney

Minneapolis, MN · On-site +1

$150K - $175K/yr

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate ...

Aprio

Estate Planning Attorney

Los Angeles, CA · On-site +1

$150K - $175K/yr

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate ...

Jobot

Estate Planning Attorney

Queens, NY

$100K - $200K/yr

Advise clients on the legal aspects of wealth management, including tax planning and asset ... Stay current with the latest developments in estate planning and related legal fields.

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate ...

Aprio

Estate Planning Attorney

Hackensack, NJ · On-site +1

$150K - $175K/yr

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate ...

Aprio

Estate Planning Attorney

Topeka, KS · On-site +1

$150K - $175K/yr

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate ...

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Estate Planning Advisor information

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$12

$25

$45

How much do estate planning advisor jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for estate planning advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What does an estate planning advisor do?

An Estate Planning Advisor helps individuals and families organize and manage their assets to ensure their wishes are carried out after death or in the event of incapacity. They provide guidance on creating wills, trusts, powers of attorney, and other legal documents to protect assets and minimize taxes. Estate Planning Advisors also help clients navigate complex family and financial situations, ensuring that beneficiaries are taken care of according to the client’s intentions.

What are the key skills and qualifications needed to thrive as an estate planning advisor?

To thrive as an Estate Planning Advisor, you need a strong background in finance, law, and estate planning principles, often supported by a relevant degree and certifications such as CFP or JD. Familiarity with estate planning software, legal document preparation tools, and tax systems is typically required. Excellent communication, attention to detail, and empathy are vital soft skills for understanding clients' needs and explaining complex concepts. These skills and qualities ensure advisors build trust, create effective plans, and help clients achieve their long-term financial and legacy goals.

What degree do you need to be an estate planning advisor?

To become an estate planning advisor, a bachelor's degree in fields such as finance, law, accounting, or estate planning is typically required. Many advisors also pursue professional certifications like Certified Financial Planner (CFP) or estate-specific credentials to enhance their qualifications and credibility.

What is the difference between Estate Planning Advisor vs Financial Planner?

AspectEstate Planning AdvisorFinancial Planner
CredentialsCertified Estate Planner (CEP), CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentLaw firms, estate planning firms, financial institutionsIndependent practice, banks, financial advisory firms
Industry UsageFocuses on estate and inheritance issuesBroader financial advice including investments and retirement

While both roles require financial certifications and work closely with clients, Estate Planning Advisors specialize in estate and inheritance strategies, whereas Financial Planners provide comprehensive financial advice including investments and retirement planning. The two roles often collaborate but serve different primary client needs.

What are some common challenges estate planning advisors face when working with clients, and how can they be addressed?

Estate Planning Advisors often encounter challenges such as navigating complex family dynamics, addressing sensitive topics like inheritance, and keeping up with frequently changing laws and regulations. Building trust with clients and maintaining clear, empathetic communication are essential to overcoming these obstacles. Advisors also collaborate closely with attorneys, accountants, and financial planners to create comprehensive plans, so strong teamwork and adaptability are vital in providing effective solutions.
More about Estate Planning Advisor jobs
What cities are hiring for Estate Planning Advisor jobs? Cities with the most Estate Planning Advisor job openings:
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What job categories do people searching Estate Planning Advisor jobs look for? The top searched job categories for Estate Planning Advisor jobs are:
Estate Planning Advisor jobs near you
Infographic showing various Estate Planning Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Estate Planning Attorney

Orion Placement

Tysons Corner, VA • On-site

$110K - $165K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New

Job description

Pay: $110,000.00 - $165,000.00 per year

Why This Is a Great Opportunity

  • Join a respected boutique law firm dedicated exclusively to estate planning and estate administration.
  • Work directly with clients and make a meaningful impact by helping families protect their legacies.
  • Receive mentorship from experienced trusts and estates attorneys committed to your long-term success.
  • Handle sophisticated estate planning and trust administration matters in a collaborative environment.
  • Enjoy a stable practice focused on quality legal work rather than high-volume litigation.
  • Earn performance-based year-end bonus opportunities.
  • Build a long-term career with excellent benefits and opportunities for professional growth.

Location: This is a full-time, primarily on-site opportunity based in Tysons Corner, VA, with occasional time spent in the firm's Leesburg office. We value in-person collaboration and are looking for attorneys who enjoy working closely with an experienced team.

Note: Applicants must be licensed to practice law in Virginia and have at least 2 years of estate planning and/or estate and trust administration experience. Maryland and/or DC Bar admission is a plus but not required.

About Us

We are a well-established boutique law firm focused exclusively on estate planning, estate administration, and trust administration. Our attorneys work closely with individuals and families to develop personalized estate plans and guide clients through complex estate administration matters with compassion and exceptional service. We pride ourselves on fostering a collaborative culture where attorneys receive mentorship, meaningful responsibility, and opportunities for long-term career growth. Confidential Employer.

Job Description

  • Meet with clients to discuss estate planning goals and develop customized legal solutions.
  • Draft and review wills, trusts, powers of attorney, advance medical directives, and other estate planning documents.
  • Guide clients through probate, estate administration, and trust administration matters.
  • Develop strategies for estate administration while ensuring all deadlines and legal requirements are met.
  • Collaborate with financial advisors, accountants, and other professionals to implement comprehensive estate plans.
  • Maintain regular communication with clients throughout the planning and administration process.
  • Conduct legal research and stay current on changes affecting trusts and estates law.
  • Work closely with experienced attorneys while gradually expanding your own client responsibilities.

Qualifications

  • Juris Doctor from an accredited law school.
  • Active Virginia Bar license required.
  • 2+ years of estate planning and/or estate and trust administration experience.
  • Strong legal writing, drafting, and analytical skills.
  • Excellent communication and client relationship skills.
  • Ability to work independently while collaborating with a supportive team.
  • Maryland and/or DC Bar admission is preferred.
  • Tax law or business law experience is a plus.

Why You Will Love Working Here

You'll join a close-knit team that genuinely invests in its attorneys. We provide hands-on mentorship, meaningful client interaction, and opportunities to develop into a trusted advisor. Our benefits package includes employer-paid health insurance, dental and vision coverage, 401(k), paid vacation and sick leave, paid continuing legal education, bar memberships, professional organization memberships, and year-end bonus opportunities.

JPC-1685

Benefits:

  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance