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Estate Planning Advisor Jobs (NOW HIRING)

Bonham Solutions

Attorney - Estate Planning

Hartford, CT · On-site

$120K - $160K/yr

Handle estate planning matters including wills, trusts, powers of attorney, and related documents ... Advise clients on planning strategies, wealth preservation, and asset protection goals * Work ...

Aprio

Estate Planning Attorney

Chicago, IL · 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

New York, NY · 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

Fairfield, 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

Boston, MA · 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

Fairfield, 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 ...

Jobot

Estate Planning Attorney

Chicago, IL · On-site +1

$150K - $250K/yr

Direct client and financial-advisor relationships you own, not inherited file management Job Details ----- You'll counsel individuals and families on sophisticated estate planning and asset ...

Aprio

Estate Planning Attorney

Nashville, TN · 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

Atlanta, GA · 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

Washington, DC · 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

Dallas, TX · 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

Overland Park, 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 ...

Law Firm

Estate Planning Paralegal

Troy, MI · On-site

$85K - $95K/yr

Successful candidate will be involved in all aspects of estate planning functions, such as assisting/advising clients of asset protection, power of attorney, business transfer and succession planning ...

Orion Placement

Estate Planning Attorney

Sarasota, FL · Hybrid

$140K - $250K/yr

Advise individuals and families on estate planning strategies and wealth preservation. * Prepare probate and estate administration documents. * Build and maintain strong relationships with high-net ...

Aprio

Estate Planning Attorney

San Francisco, 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 ...

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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 9, 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:
What states have the most Estate Planning Advisor jobs? States with the most job openings for Estate Planning Advisor jobs include:
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.

Attorney - Estate Planning

Bonham Solutions

Hartford, CT • On-site

$120K - $160K/yr

Full-time

Re-posted 20 days ago

Job description

An established and highly regarded boutique law firm in the East Hartford, Connecticut area is seeking an Estate Planning Attorney to join its team. The firm has built an outstanding reputation locally for providing high-quality legal services, personalized client attention, and long-standing community trust. This is an excellent opportunity to join a respected practice offering strong compensation, excellent benefits, and long-term career stability. Candidates must have at least 1 year of experience in estate planning to be considered for this opportunity.

Responsibilities:

  • Handle estate planning matters including wills, trusts, powers of attorney, and related documents
  • Assist with probate, trust administration, and estate settlement matters
  • Advise clients on planning strategies, wealth preservation, and asset protection goals
  • Work closely with clients and support staff to ensure exceptional service and efficient case management

Qualifications:

  • Active Connecticut Bar license in good standing
  • 1–3+ years of relevant experience required
  • Background in estate planning strongly preferred
  • Candidates with experience in trusts, probate, or estate administration will also be considered
  • Strong communication, drafting, and client service skills

Compensation & Benefits:

  • Competitive salary depending on experience
  • Excellent insurance benefits
  • Additional competitive benefits package
  • Opportunity with a stable, well-respected local firm with an exceptional reputation

Apply today to learn more about this excellent opportunity!