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Estate Planning Associate Jobs in Indiana (NOW HIRING)

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$73K - $98K/yr

... service associates, and compliance team members. The ideal candidate will have a passion for ... planning, tax planning, estate planning and risk management to achieve their financial goals.

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

... and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services. Qualifications Required : * Ability to perform job ...

Coastal Ridge Real Estate

Leasing Consultant

South Bend, IN · On-site

$16.25 - $19/hr

Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...

Coastal Ridge Real Estate

Leasing Consultant

South Bend, IN

$16.25 - $19/hr

Participate in community marketing initiatives, outreach efforts, and resident event planning and ... As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit ...

Stange Law Firm

Attorney/Lawyer (Fort Wayne)

Fort Wayne, IN · On-site

$90K - $120K/yr

... estate planning, and other family law matters. Family law experience is preferred, but not required ... Senior Associate opportunities available for attorneys with five or more years of litigation ...

Stange Law Firm

Attorney/Lawyer (Fort Wayne)

Fort Wayne, IN · On-site +1

$90K - $120K/yr

... estate planning, and other family law matters. Family law experience is preferred, but not required ... Senior Associate opportunities available for attorneys with five or more years of litigation ...

Stange Law Firm

Attorney/Lawyer

Fort Wayne, IN · On-site +1

$90K - $120K/yr

... estate planning, and other family law matters. Family law experience is preferred, but not required ... Senior Associate opportunities available for attorneys with five or more years of litigation ...

Stange Law Firm

Attorney/Lawyer

Indianapolis, IN · On-site +1

$90K - $120K/yr

... estate planning, and other family law matters. Family law experience is preferred, but not required ... Senior Associate opportunities available for attorneys with five or more years of litigation ...

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All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Indiana

Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in Indiana?

The most popular types of Estate Planning jobs in Indiana are:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Private Wealth Management Wealth Advisor

Regions Financial Corporation

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 160 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
  • Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
  • Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
  • Generates large new business opportunities on a consistent basis
  • Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
  • Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
  • Ensures that account administration complies with fiduciary principles
  • Coordinates client service activities with other wealth management partners
  • Mentors and coaches junior trust advisors

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in Business, Finance, Economics, Accounting or a related field
  • Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
  • Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
  • Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

Preferences
  • Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
  • Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies
  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines simultaneously
  • Advanced analytical and problem-solving skills, including attention to detail
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent presentation and sales abilities
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong organizational skills

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
Median:
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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