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Estate Planning Associate Jobs in Iowa (NOW HIRING)

BrownWinick

Estate Planning Paralegal

Des Moines, IA · On-site

Paralegal provides substantive legal support to estate planning, as well as trust and probate ... Associate degree and 3 years of paralegal experience * An equivalent combination of education and ...

AMS Staffing, Inc.

Associate Attorney- 3631007

Ames, IA · Hybrid

$125K - $135K/yr

Associate Attorney Location: Ames, IA 50010 Salary/Pay Rate: $125,000 - $135,000K/year plus bonus ... Trusts & Estates / Estate Planning * Tax Responsibilities * Assist attorneys in representing ...

First Community Trust

Investment Associate

Dubuque, IA · On-site

$60K - $75K/yr

Our purpose is to help clients achieve their personal, financial and estate planning goals with ... About the Role We are seeking a full-time Investment Associate to support portfolio management ...

JBA International

Associate Attorney

Waterloo, IA · On-site +1

$80K/yr

... law services, estate planning, and business litigation representation. The firm provides ... Seeking an ambitious associate attorney with 2-5+ years' experience in civil litigation or workers ...

UMB Financial

Trust Sales Advisor

Dubuque, IA · On-site

$110K - $235K/yr

You will create and lead presentations to external and internal COIs on estate planning techniques ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial Corporation

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer

Dubuque, IA

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$91K - $196K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer Sr

Dubuque, IA · On-site

$117K - $173K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Deloitte

Tax Senior - Private Wealth

Des Moines, IA

$79K - $98K/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 ...

Deloitte

Tax Senior - Private Wealth

Davenport, IA

$77K - $95K/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 ...

TIAA

Senior Director, Wealth Management - Iowa

Ames, IA

$155K - $180K/yr

... estate planning, portfolio management, and insurance planning. * Evaluates and assigns Advisors ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Estate Planning Associate information

What are Estate Planning Associates?

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.
Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Estate Planning Attorney

Estate Planning Attorney

Shuttleworth & Ingersoll PLC

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 24 days ago

Job description

*Estate Planning Attorney*
Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years of law firm or equivalent experience to support the firm’s estate planning practice, including estate planning, probate, and trust administration. Candidates should have a strong understanding of Iowa estate and tax law, excellent communication skills, and a client-focused approach. Candidates should have a background in advising clients on estate planning strategies, drafting and reviewing estate planning documents, and representing clients in probate and trust administration matters. Candidates will also be required to collaborate with other attorneys on complex estate, tax, or business succession matters and maintain and grow client relationships. Candidates should possess excellent academic credentials, and have strong writing, analytical, organizational, leadership and communication skills.
*Lateral Attorneys*
Our lateral attorneys can expect to be challenged with a wide variety of sophisticated legal projects. As a collaborative firm, our attorneys find great satisfaction from being an extremely valuable part of a hardworking, close-knit team.
We pride ourselves on having a positive, upbeat working environment for attorneys and staff. Our firm strongly encourages open communication between each of the partners and associates. We believe this open communication gives lateral attorneys a wonderful opportunity to learn from the many experienced attorneys at Shuttleworth & Ingersoll.
Shuttleworth & Ingersoll, PLC is actively accepting inquiries from experienced attorneys (mid-level associates through partner level) looking to relocate and/or grow and expand their practice in a positive and collaborative legal atmosphere. With office locations in Cedar Rapids, Waterloo/Cedar Falls, and Iowa City/Coralville, Shuttleworth is deepening its presence across the state and welcomes applicants looking to practice primarily in the Cedar Valley, Cedar Rapids and Iowa City regions.
As a full-service law firm, Shuttleworth provides lateral attorneys with the resources to serve all facets of their client’s legal requirements, while also providing exceptional opportunities and structure for continued business development.
To express interest, please contact Vince Geis or Brian Bergstrom. _All inquiries will be kept confidential._
*Vince Geis or Brian Bergstrom*
235 6th Street SE
Cedar Rapids, Iowa 52401
Job Type: Full-time
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Vision insurance
Work Location: In person

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