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Estate Planning Consultant Jobs (NOW HIRING)

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Estate Planning Attorney

Dallas, TX · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

Hackensack, NJ · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

Topeka, KS · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

New York, NY · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

Boston, MA · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

Fairfield, NJ · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

Aprio

Estate Planning Attorney

Los Angeles, CA · On-site +1

$150K - $175K/yr

Draft, review, and revise estate planning documents tailored to individual client needs ... Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance ...

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Estate Planning Consultant information

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How much do estate planning consultant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for estate planning consultant in the United States is $49.72, according to ZipRecruiter salary data. Most workers in this role earn between $24.28 and $62.50 per hour, depending on experience, location, and employer.

What does an estate planning consultant do?

An Estate Planning Consultant helps clients organize and manage the distribution of their assets upon death or incapacitation. They advise on legal documents such as wills, trusts, powers of attorney, and healthcare directives to ensure a client’s wishes are followed and their beneficiaries are protected. Consultants often work closely with attorneys, financial advisors, and tax professionals to create comprehensive estate plans tailored to individual needs. Their goal is to minimize taxes, avoid probate, and provide peace of mind for clients and their families.

What are some common challenges estate planning consultants face when working with clients, and how can these be managed?

Estate Planning Consultants often encounter sensitive family dynamics and complex financial situations when advising clients. Navigating differing opinions among beneficiaries or heirs, addressing tax implications, and ensuring that all legal documents comply with current regulations are frequent challenges. Successful consultants manage these by maintaining clear communication, exercising empathy, and collaborating closely with attorneys, accountants, and financial advisors to create comprehensive and personalized estate plans.

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

To thrive as an Estate Planning Consultant, you need strong knowledge of estate and tax law, financial planning principles, and a relevant degree or certification such as CFP or JD. Familiarity with legal research databases, estate planning software, and document drafting tools is typically required. Excellent interpersonal skills, discretion, and the ability to explain complex legal concepts clearly are standout soft skills in this field. These abilities ensure accurate, compliant, and client-centered estate plans that protect assets and fulfill each client's wishes.

What is the difference between Estate Planning Consultant vs Financial Advisor?

AspectEstate Planning ConsultantFinancial Advisor
CredentialsCertifications like CFP, estate planning certificationsCFP, CFA, or similar financial planning credentials
Work EnvironmentLaw firms, estate planning firms, financial institutionsBanks, independent firms, financial planning companies
Employer & IndustryLegal and estate planning industryFinancial services industry

While both roles involve financial and estate considerations, Estate Planning Consultants focus specifically on estate transfer strategies, legal documents, and estate laws. Financial Advisors provide broader financial planning, investment advice, and wealth management. Understanding these differences helps clients choose the right professional for their estate and financial needs.

How much does an estate planning consultant make?

The average salary for an estate planning consultant typically ranges from $50,000 to $90,000 annually, depending on experience, location, and certifications. Senior or specialized consultants can earn higher salaries, especially in larger firms or metropolitan areas.

What degree do you need to be an estate planning consultant?

Estate planning consultants typically hold a bachelor's degree in fields such as law, finance, accounting, or estate planning. Many professionals also pursue certifications like the Certified Estate Planner (CEP) or Certified Financial Planner (CFP) to enhance their credentials and expertise.
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What states have the most Estate Planning Consultant jobs?

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What are popular job titles related to Estate Planning Consultant jobs?

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Estate Planning Consultant jobs near you
Infographic showing various Estate Planning Consultant job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $103,425 per year, or $49.7 per hour.

Tax Attorney - Estate Planning

Trabuco Canyon, CA • On-site

Regal Executive Search
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Regal Executive Searchexternal

Full-time

Re-posted 3 hours ago

Job description


Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities
  • You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
  • You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
  • You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
  • You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
  • You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
  • You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
  • You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
  • You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
  • You will have productivity bonuses and no billable hour requirement!

Qualifications and Education Requirements
  • Must have a law degree and a minimum five (5) years' experience in estate planning.
  • Must possess excellent verbal and written communication and customer service skills.
  • Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
  • Must possess excellent administrative skills and the ability to multitask.
  • Must possess a high level of integrity, discretion, and
  • Must be self-motivated to produce and excel with minimal supervision.
  • Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
  • Must have the ability to learn new software with minimal assistance.

Preferred Skills
  • Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.

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Tim Bramley

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