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Special Needs Planning Jobs (NOW HIRING)

Masonic Villages

Special Needs Caregiver

Elizabethtown, PA · On-site

$16.59 - $21.60/hr

  • PTO

Special Needs Caregiver Part Time | Evenings (2pm - 10pm) | Every other weekend and 1 evening per ... Employer matched Retirement Savings with free financial planning *** * Employer - sponsored ...

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Special Needs Planning information

What is the difference between Special Needs Planning vs Financial Advisor?

AspectSpecial Needs PlanningFinancial Advisor
CredentialsCertifications like Certified Special Needs Planner (CSPN), CFPCFP, CFA, or other financial planning certifications
Work EnvironmentFocus on families, legal and government programs, estate planningBroader financial services, investment management, retirement planning
Employer & IndustryNonprofits, financial planning firms, government agenciesFinancial institutions, independent firms, banks

Special Needs Planning professionals focus on creating tailored plans for individuals with disabilities, including legal, educational, and government benefits. Financial Advisors provide comprehensive financial guidance for a wide range of clients, including investment and retirement planning. While both roles require financial knowledge, Special Needs Planning emphasizes legal and support systems for disabled individuals, making it distinct from general financial advising.

What qualifications do I need to work with special needs planning?

To work in special needs planning, professionals typically need a relevant degree such as social work, psychology, or law, along with knowledge of government benefits and legal considerations. Certification or licensing may be required depending on the role, and strong communication and organizational skills are essential for effective planning and advocacy.

What are good jobs for special needs planning people?

Jobs suitable for individuals with expertise in special needs planning include special needs financial planner, case manager, disability services coordinator, and estate planning attorney. These roles often require knowledge of legal, financial, and social services, as well as strong communication and organizational skills.
More about Special Needs Planning jobs

What cities are hiring for Special Needs Planning jobs?

Cities with the most Special Needs Planning job openings:

What states have the most Special Needs Planning jobs?

States with the most job openings for Special Needs Planning jobs include:

What job categories do people searching Special Needs Planning jobs look for?

The top searched job categories for Special Needs Planning jobs are:

Special Needs Planning jobs near you
Infographic showing various Special Needs Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Estate and Special Needs Planning Attorney (In-Office)

Hiring & Empowering Solutions

Yuma, AZ

$110K - $185K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Build a Career That Truly Changes Lives


Do you want your work to make a lasting impact on families while being part of a supportive, high-performing team?


Our firm has the privilege of practicing in ESTATE and SPECIAL NEEDS PLANNING, an area of law that profoundly impacts families and creates lasting peace of mind. Because special needs planning is a practice area that many firms don't offer, you'll have UNIQUE OPPORTUNITIES for mentorship, professional growth, and developing a highly valuable legal skill set.


You’ll receive comprehensive training, work alongside experienced mentors, and become part of a firm that values excellence, collaboration, and genuine work-life balance.


Location: In-Office (Arizona)

Schedule: Monday–Friday, 8:00 AM–5:00 PM (with some flexibility)

Salary: Starting at $110,000 base pay, depending on experience


ATTORNEY (EP and Special Needs Planning)


Key Responsibilities

  • Client Counseling & Education: Lead in-depth design meetings that uncover each individual’s and family's real dynamics and goals, then translate complex options into clear, compassionate guidance clients can act on with confidence.
  • Document Drafting, Review & Editing: Draft, review, and refine estate planning documents including powers of attorney, healthcare directives, wills, trusts, and special needs trusts, ensuring every document is accurate and tailored to the client's plan.
  • Consultation and Planning: Meet with clients before signing to confirm they fully understand their customized plan, answering questions and addressing concerns so they leave feeling confident, not confused.
  • Collaboration: Work seamlessly as a peer alongside a highly experienced support team of paralegals and legal assistants.
  • Case & File Management: Own your caseload from design meeting through signing, tracking file status, following up on stalled matters, and directing paralegal support on drafts and next steps to keep every file moving.
  • Special Needs Practice Growth: Build real expertise in special needs planning, including first-party special needs trusts, third-party special needs trusts, and government benefits planning (SSI, Medicaid), with hands-on mentorship as you grow into this specialty.
  • Trust & Probate Administration Support: As you grow in the role, or depending on your experience, take on trust administration and probate matters alongside our estate planning caseload.


Qualifications & Candidate Profile

  • Active Arizona law license in good standing.
  • Experience in estate planning or probate law is required. Experience with special needs planning is a plus, but not required—we will heavily train the right person.
  • Exceptional patience, empathy, and verbal communication skills. The ideal candidate must be able to translate complex statutes into clear, compassionate guidance at the client's level.
  • A reliable, high-confidence "technician" with the drive to self-initiate and continuously learn.
  • A genuine passion and strong "why" for serving individuals and families through difficult situations and conversations.


Software & Tools Utilized

  • Clio Manage / Clio Grow / Clio Draft
  • WealthCounsel
  • Microsoft Business


Compensation & Benefits

  • Competitive starting salary of $110,000, based on experience.
  • Performance-based incentive compensation tied to KPIs.
  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) with 4% employer contribution.
  • Paid vacation (accrual-based).
  • One week of paid sick leave.
  • Paid bereavement leave.
  • Jury duty leave.
  • Voting leave and other applicable paid leave.
  • Firm-paid professional dues.
  • Continuing Legal Education (CLE) support.
  • Ongoing professional development and mentorship.


Our Core Values

Everything we do is guided by five core values:

  • Candor – Honest, respectful communication.
  • Reliability – We do what we say we'll do.
  • Evolving – We continuously learn and improve.
  • Driven – We pursue excellence every day.
  • Detail-Oriented – Exceptional service comes from exceptional attention to detail.


Why You'll Love Working Here


What makes our firm different isn't just the work—it's the people and the purpose behind it.


We also believe that a fulfilling legal career shouldn't come at the expense of your personal life. You'll enjoy a healthy work-life balance, a supportive and collaborative team, and leadership that genuinely invests in your success. We work with incredible clients, stay actively involved in our community, and celebrate wins together.


If you're looking for a place where your work is meaningful, your growth is supported, and your contributions truly matter, we'd love to meet you.


We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.