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Estate Planning Associate Jobs in Ohio (NOW HIRING)

AlerStallings LLC

Associate Attorney

Dublin, OH · On-site

$125K - $150K/yr

AlerStallings law firm is looking for an experienced estate planning associate to support our clients in the Columbus area, with a home base in Dublin, Ohio. We know getting started in the legal ...

AlerStallings LLC

Associate Attorney

Dublin, OH · On-site

$125K - $150K/yr

AlerStallings law firm is looking for an experienced estate planning associate to support our clients in the Columbus area, with a home base in Dublin, Ohio. We know getting started in the legal ...

AlerStallings

Associate Attorney

Dublin, OH · On-site

$125K - $150K/yr

AlerStallings law firm is looking for an experienced estate planning associate to support our clients in the Columbus area, with a home base in Dublin, Ohio. We know getting started in the legal ...

LHH US

Real Estate Planning Specialist

Columbus, OH · On-site

$34 - $40/hr

A growing and dynamic organization in Columbus, OH is seeking a Real Estate Planning Specialist to ... Jessica Robbins Benefit offerings available for our associates include medical, dental, vision ...

LHH US

Real Estate Planning Specialist

Columbus, OH

$34 - $40/hr

A growing and dynamic organization in Columbus, OH is seeking a Real Estate Planning Specialist to ... Jessica Robbins Benefit offerings available for our associates include medical, dental, vision ...

Monzingo | Legal

Associate Attorney

Tipp City, OH · On-site

Experience or interest in learning wills, estate planning law, and trusts is preferred. This is a ... The firm seeks an Associate Attorney who is entrepreneurial, dedicated to growth and development ...

Monzingo | Legal

Associate Attorney

Tipp City, OH · On-site

Experience or interest in learning wills, estate planning law, and trusts is preferred. This is a ... The firm seeks an Associate Attorney who is entrepreneurial, dedicated to growth and development ...

LHH US

Real Estate Expansion Specialist

Columbus, OH · On-site

$33 - $40/hr

Maintain and improve datasets, mapping tools, and reporting resources used for planning and ... Jessica Robbins Benefit offerings available for our associates include medical, dental, vision ...

LHH US

Real Estate Expansion Specialist

Columbus, OH · On-site

$33 - $40/hr

Maintain and improve datasets, mapping tools, and reporting resources used for planning and ... Jessica Robbins Benefit offerings available for our associates include medical, dental, vision ...

W3Global Inc.

Litigation Associate

Cleveland, OH · On-site

$100K - $200K/yr

Job Type: Full time : Having foundational experience in estate planning, trust administration, tax planning, probate, and related areas, the Trusts and Estates Senior Associate or Partner works ...

Oxford Financial GRP

Sr. Wealth Strategist

Cincinnati, OH · On-site

$118K - $153K/yr

Reviews or creates and maintains estate planning related technical education summaries and materials. * Provides subject matter expertise and training opportunities to internal associates.

Raymondjames

Financial Planning Consultant

Beachwood, OH · On-site

$35K - $43K/yr

Provides guidance on estate planning options and techniques. Responds to and directs education ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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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 Ohio?

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

What cities in Ohio are hiring for Estate Planning Associate jobs?

Cities in Ohio with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Trust & Estate Planning Associate - Youngstown, OH

Roetzel & Andress

Canfield, OH • On-site

Full-time

Re-posted 29 days ago

Job description

Trust & Estate Planning Associate – Youngstown, OH
Our firm is seeking an experienced Associate to join our Estate Planning and Probate practice in Youngstown, Ohio. We are dedicated to providing exceptional legal services and sophisticated estate planning solutions to our clients. If you have a passion for estate planning and trust administration and thrive in a collaborative environment, this opportunity is for you.
Position Overview
Our Estate Planning and Probate practice is renowned for serving high-net worth individuals, closely held businesses, and family offices with comprehensive wealth succession planning. We provide sophisticated legal counsel tailored to the unique needs of each client, helping them preserve assets, efficiently transfer wealth, and achieve long-term financial goals. The team leverages deep expertise in estate and trust administration, corporate structure and transactions, tax planning, and charitable giving strategies to deliver exceptional outcomes for clients seeking to secure their legacies for future generations. Responsibilities
  • Experience drafting estate planning documents
  • Experience working on complex trusts, estates, and guardianship cases
  • Ability to draft pleadings and attend hearings in guardianship litigation matters
  • Exceptional research and writing skills
  • Strong work ethic and desire for professional development
  • Ability to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently while using sound judgment in decision-making
  • Ability to manage relationships with clients and colleagues
Qualifications
  • Minimum of 3+ years’ experience in estate planning, estate administration, and trust administration
  • Knowledge of federal estate, gift, and generation-skipping transfer taxes
  • Demonstrated ability to draft both basic and complex estate planning documents
  • Experience representing fiduciaries in estate and trust administration
  • Charitable estate planning background, including private foundations and charitable trusts
  • Proficiency in leveraging AI for estate planning practice
  • Licensed to practice law in Ohio
How to Apply
Qualified candidates should submit a cover letter, resume, salary requirement and references for confidential consideration to Marianne Cecchi at mcecchi@ralaw.com.
Roetzel & Andress is an Equal Opportunity Employer.
Roetzel & Andress maintains a policy of non-discrimination and inclusion with respect to all employees and applicants for employment. All decisions as to employment with the Firm are governed solely on the basis of merit, competence, and qualifications, and are not influenced or informed in any manner by the employee’s or applicant’s race, color, religion, sex, age, national origin, ancestry, disability, marital or parental status, sexual orientation, gender identity, military status, veteran status, or any other basis prohibited by statute.
 

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