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Estate Planning Intern Jobs (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Estate Planning * Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we ...

Hantz Group

Planning Analyst - Intern

Tecumseh, MI · On-site

$15.25 - $19.75/hr

Estate Planning * Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we ...

Hantz Group

Planning Analyst - Intern

Traverse City, MI · On-site

$15.25 - $19.75/hr

Estate Planning * Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we ...

Hantz Group

Planning Analyst - Intern

Saginaw, MI · On-site

Estate Planning * Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we ...

Reafco

Real Estate Investment Intern

Columbus, OH

$1 - $20/hr

The Real Estate Investment Intern program provides structured exposure to investment-focused ... Observing renovation planning and budgeting processes Interns work alongside licensed professionals ...

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How much do estate planning intern jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for estate planning intern in the United States is $17.36, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $19.23 per hour, depending on experience, location, and employer.

Can you get an internship at a real estate agency?

An internship at a real estate agency can be available for students or individuals interested in real estate careers. These internships often involve learning about property management, sales, and market analysis, and may require relevant coursework or certifications. Internships provide practical experience and networking opportunities within the real estate industry.

How to start a career in estate planning?

To start a career as an estate planning intern, gain knowledge of estate laws and legal documents through relevant coursework or certifications. Seek internships or entry-level positions at law firms or financial planning firms that specialize in estate planning to gain practical experience and develop skills in drafting wills, trusts, and estate documents.

What is the difference between Estate Planning Intern vs Estate Planning Associate?

AspectEstate Planning InternEstate Planning Associate
Required CredentialsTypically pursuing or recent graduate of law or related fieldLaw degree or equivalent, with some experience
Work EnvironmentInternship setting, learning-focused, supervisedProfessional legal environment, more independent responsibilities
Employer & Industry UsageLegal firms, estate planning departments, internships for studentsLaw firms, estate planning practices, early-career role

The main difference between an Estate Planning Intern and an Estate Planning Associate lies in experience and responsibilities. Interns are usually students or recent graduates gaining exposure, while Associates are early-career professionals handling more complex estate planning tasks under supervision. Both roles are common in legal settings focused on estate planning, but the Associate position involves greater responsibility and requires relevant credentials.

What are the key skills and qualifications needed to thrive as an Estate Planning Intern, and why are they important?

To thrive as an Estate Planning Intern, you need foundational knowledge of estate law, attention to detail, and strong research skills, typically supported by coursework in law or related fields. Familiarity with legal research databases, document management systems, and Microsoft Office is usually expected. Strong written and verbal communication, discretion, and organizational skills help you stand out in this role. These abilities ensure accurate preparation of legal documents, effective client interaction, and support for attorneys in a confidential and detail-driven environment.

What does a planning intern do?

A planning intern assists with estate planning tasks such as preparing legal documents, organizing client information, and supporting attorneys or estate planners. They may also research relevant laws, use document management software, and gain exposure to the estate planning process under supervision.

What are the big 4 internships?

The Big 4 internships typically refer to summer internship programs offered by Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These internships provide hands-on experience in areas like audit, consulting, tax, and advisory services, often serving as a pathway to full-time employment in the firms' graduate programs.

What kinds of tasks and projects can an Estate Planning Intern expect to handle on a daily basis?

As an Estate Planning Intern, you can expect to assist attorneys and paralegals with a variety of tasks, such as drafting basic legal documents (like wills and trusts), conducting legal research, and organizing client files. You’ll likely attend client meetings or observe consultations to gain insight into estate planning strategies and client communications. Collaboration is common, as you’ll work closely with team members to ensure documents are accurate and deadlines are met. This hands-on experience is a valuable introduction to both the legal and client-service aspects of estate planning.

What does an Estate Planning Intern do?

An Estate Planning Intern assists attorneys and financial advisors in preparing legal documents related to wills, trusts, and estate management. Their duties may include conducting legal research, organizing client files, drafting basic documents, and supporting client meetings under supervision. This role provides hands-on experience in estate planning law, helping interns understand the process of asset distribution, tax planning, and client communication. Interns also gain valuable exposure to the ethical and practical aspects of working in a legal environment.
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Estate Planning Intern jobs near you
Planning Analyst - Intern

Planning Analyst - Intern

Hantz Group

Maumee, OH • On-site

$14.50 - $18.75/hr

Internship

Posted 7 days ago

Job description

Planning Analyst Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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