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Estate Planning Associate Jobs in Ohio (NOW HIRING)

Brumbaugh Law Firm

Associate Attorney

Sandusky, OH · On-site

Description Brumbaugh Law Firm is a reputable law firm committed to providing comprehensive legal services in Estate Planning and Elder Law, Probate, and Asset Protection. We prioritize client ...

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

Socket.dev

Senior Wealth Planner

Cincinnati, OH · On-site

$150 - $230/hr

This role requires deep experience in estate planning, advanced tax strategies, and ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

New

Brumbaugh Law Firm

Associate Attorney

Sandusky, OH

$105K/yr

Brumbaugh Law Firm is a reputable law firm committed to providing comprehensive legal services in Estate Planning and Elder Law, Probate, and Asset Protection. We prioritize client satisfaction and ...

Northwestern Mutual

Be Seen First

Business Development and Financial Planning Associate

Kenwood, OH · On-site

$65K - $112K/yr

... planning solutions, all while owning your business. · Continuously enhancing your skill set ... estate, hospitality, military service, and entrepreneurship. We're proud of what we've built--and ...

Robert W Baird & Co

Trust Strategist

Cincinnati, OH · On-site

$116K - $150K/yr

Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars * Assist Trust Counsel and Baird Trust associates ...

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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.

Associate Attorney

Brumbaugh Law Firm

Sandusky, OH • On-site

Full-time

Re-posted 2 days ago

Job description

Description
Brumbaugh Law Firm is a reputable law firm committed to providing comprehensive legal services in Estate Planning and Elder Law, Probate, and Asset Protection. We prioritize client satisfaction and strive to offer tailored solutions to meet their unique needs. As we continue to expand our team, we are seeking a seasoned Long Term Care Planning Attorney licensed in the State of Ohio to join us.
This leadership role involves overseeing the Long-Term Care team, meeting directly with clients, reviewing legal documents, and crafting innovative strategies to meet each client's unique goals. The ideal candidate will bring deep expertise in elder law, Medicaid planning, and asset protection, along with a passion for client advocacy and team development.
Responsibilities
$43
Qualifications
• Juris Doctor (J.D.) degree from an accredited law school.
• Active license to practice in the State of Ohio.
• Experience practicing estate planning and/or elder law.
• Strong understanding of Ohio estate planning and elder laws
• Excellent drafting and analytical skills, with keen attention to detail.
• Demonstrated ability to communicate effectively with clients and colleagues.
• Proven track record of delivering high-quality legal services and achieving favorable outcomes for clients.
• Ability to work independently and collaboratively in a dynamic, fast-paced environment.
• Proficiency in legal research tools and software.
• Ability to close high-value sales.

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