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Remote Estate Planning Legal Jobs (NOW HIRING)

Estate Planning Attorney

New York, NY · On-site +1

$150K - $175K/yr

Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Estate Planning Attorney

Dallas, TX · On-site +1

$150K - $175K/yr

Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Estate Planning Attorney

San Francisco, CA · On-site +1

$150K - $175K/yr

Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Estate planning State Specialist contractors, with substantial experience in estate planning law in Florida / New York Remote work from 30-40 hours per week State Bar Admission - New York or Florida ...

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Remote Estate Planning Legal information

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How much do remote estate planning legal jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for remote estate planning legal in the United States is $22.56, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $23.80 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Estate Planning Legal professional, and why are they important?

To thrive as a Remote Estate Planning Legal professional, you need a strong understanding of estate and trust law, relevant state bar licensure, and experience in drafting wills, trusts, and related documents. Familiarity with legal research databases, secure document management platforms, and virtual meeting tools is essential. Exceptional attention to detail, client communication, and time management skills help set top professionals apart. These abilities are crucial for providing accurate legal guidance, maintaining compliance, and ensuring client satisfaction in a remote environment.

What big law firms allow remote work?

Many large law firms now offer remote work options for estate planning legal roles, especially for experienced attorneys with strong digital communication skills and familiarity with legal technology. Remote work policies vary by firm and position, often requiring periodic in-office meetings or client consultations. Candidates should review specific firm policies and demonstrate proficiency with legal research tools and document management systems.

Can I be an estate planner without being a lawyer?

Remote estate planning professionals typically need to be licensed attorneys to provide legal advice and draft legal documents. However, some roles in estate planning, such as paralegals or estate planning assistants, do not require a law license but still require relevant knowledge and skills. It is important to check state regulations and employer requirements for specific job roles.

What are some common challenges faced by remote estate planning legal professionals, and how can they be addressed?

Remote estate planning legal professionals often encounter challenges related to client communication, document security, and the need to stay updated with varying state laws. Establishing clear communication channels—such as regular video calls and secure client portals—can help build trust and ensure accuracy. Additionally, using secure, compliant document management systems is essential for maintaining confidentiality. Staying connected with colleagues through virtual meetings and ongoing legal education supports collaboration and professional growth.

What is the 5 by 5 rule in estate planning?

The 5 by 5 rule in estate planning refers to ensuring that a person's estate plan addresses five key documents—such as a will, power of attorney, healthcare directive, living trust, and beneficiary designations—and that these are reviewed and updated at least every five years. For estate planning professionals, understanding this rule helps clients maintain effective and current estate plans, especially when considering changes in laws or personal circumstances.

What is the difference between Remote Estate Planning Legal vs Remote Probate Legal?

AspectRemote Estate Planning LegalRemote Probate Legal
CredentialsLegal degree, State Bar admission, estate planning certificationsLegal degree, State Bar admission, probate certifications
Work EnvironmentLaw firms, estate planning firms, online legal servicesLaw firms, probate courts, online legal services
Industry UsageEstate planning, asset management, elder lawProbate process, estate administration, wills and trusts

Remote Estate Planning Legal professionals focus on creating estate plans, wills, and trusts, while Remote Probate Legal specialists handle the probate process, estate settlement, and court filings. Both roles require legal credentials and often work in similar environments, but they serve different stages of estate management.

What is a remote estate planning legal professional?

A remote estate planning legal professional is a lawyer or legal expert who assists clients with creating wills, trusts, powers of attorney, and other estate planning documents, all while working remotely rather than in a traditional office. They offer legal advice and draft documents through virtual meetings, email, or secure online platforms. This allows clients to manage their estate planning needs from anywhere, making the process more convenient and accessible. Remote estate planning professionals must still follow all legal regulations and maintain client confidentiality.

How to get clients as an estate planning attorney?

Estate planning attorneys can attract clients by building a strong referral network with financial advisors, accountants, and other legal professionals, and by establishing a professional online presence through a website and social media. Participating in community events, offering free seminars, and obtaining relevant certifications can also enhance credibility and visibility. Consistent marketing and excellent client service are key to growing a client base in this field.
More about Remote Estate Planning Legal jobs
What cities are hiring for Remote Estate Planning Legal jobs? Cities with the most Remote Estate Planning Legal job openings:
What are the most commonly searched types of Estate Planning Legal jobs? The most popular types of Estate Planning Legal jobs are:
What states have the most Remote Estate Planning Legal jobs? States with the most job openings for Remote Estate Planning Legal jobs include:
What job categories do people searching Remote Estate Planning Legal jobs look for? The top searched job categories for Remote Estate Planning Legal jobs are:
Infographic showing various Remote Estate Planning Legal job openings in the United States as of July 2026, with employment types broken down into 63% Full Time, 32% Part Time, and 5% Contract. Highlights an 100% Remote job distribution, with an average salary of $46,930 per year, or $22.6 per hour.
Estate Planning Attorney

Estate Planning Attorney

Aprio

New York, NY • On-site, Remote

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 3 days ago


Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Legal team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team.
 
We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
Position Responsibilities:
  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. 
  • 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 and recommendations. 
  • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. 
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. 
  • Stay current with federal and state laws impacting estate planning, probate, and tax matters. 
  • Represent clients in probate court and in the administration of trusts and estates as needed. 
  • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service. 
Qualifications:
  • Juris Doctor (JD) degree from an accredited law school. 
  • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. 
  • At least five years of dedicated experience in estate planning, with direct client interaction. 
  • Demonstrated expertise in drafting and implementing estate planning documents. 
  • Strong understanding of estate, gift, and generation-skipping transfer tax laws. 
  • Excellent communication, negotiation, and problem-solving skills. 
  • Ability to handle sensitive matters with discretion and empathy. 
  • Proficiency with legal research and practice management software. 
Preferred Skills:
  • Experience with high-net-worth clients and complex estate structures. 
  • Background in probate litigation or trust administration. 
  • Ability to deliver presentations and educational seminars to clients and community groups. 
  • Experience working with accountants and financial planners to provide coordinated solutions for clients.
$150,000 - $175,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on April 6, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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