139 Estate Planning jobs in the United States

Estate Planning Attorney

11901 Riverside, New York Sheryll Law, PC

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Job Description

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for our clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply! Compensation: $90,000 - $151,000 yearly Responsibilities: * Represent clients in court proceedings as needed * Maintain client files to ensure they are properly organized and up to date * Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action * Discuss plans with clients for distributing clients' assets * Collaborate with senior partners and paralegals to effectively move files through the civil litigation process * Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it * Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate * Being a mentor to less-experienced team members and an advocate for team member growth and education * Contributing to the success of the team, even if it means going outside of your job description * Keeping unneeded drama out of the office and contributing to our solid team culture * Helping to grow the firm's presence throughout Suffolk and Nassau Counties Qualifications: * Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required * Member in good standing and actively involved with the ABA (American Bar Association) * Candidates should be great communicators, specifically in situations when emotions and stress are high * 4-year degree with a legal background and J.D. degree are necessary for this position * Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation * Licensed to practice law in the state of New York (DO NOT APPLY IF YOU ARE NOT LICENSED IN NEW YORK) * At least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate planning and probate * The right candidate must be able to report to the office as required * High emotional intelligence * Business and tech-savvy, or a quick learner * Experience and comfort with one-on-one consultation meetings with clients on your own About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning—we want to help clients implement their plans and safeguard their legacies for generations to come. #WHLAW2 Compensation details: Yearly Salary PI838c2b4feff

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Estate Planning Attorney

11901 Riverside, New York

Posted 5 days ago

Job Viewed

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Job Description

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for our clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply!Compensation:

$90,000 - $151,000 yearly

Responsibilities:
  • Represent clients in court proceedings as needed
  • Maintain client files to ensure they are properly organized and up to date
  • Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
  • Discuss plans with clients for distributing clients’ assets
  • Collaborate with senior partners and paralegals to effectively move files through the civil litigation process
  • Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it
  • Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate
  • Being a mentor to less-experienced team members and an advocate for team member growth and education
  • Contributing to the success of the team, even if it means going outside of your job description
  • Keeping unneeded drama out of the office and contributing to our solid team culture
  • Helping to grow the firm's presence throughout Suffolk and Nassau Counties
Qualifications:
  • Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
  • Member in good standing and actively involved with the ABA (American Bar Association)
  • Candidates should be great communicators, specifically in situations when emotions and stress are high
  • 4-year degree with a legal background and J.D. degree are necessary for this position
  • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
  • Licensed to practice law in the state of New York (DO NOT APPLY IF YOU ARE NOT LICENSED IN NEW YORK)
  • At least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate planning and probate
  • The right candidate must be able to report to the office as required
  • High emotional intelligence
  • Business and tech-savvy, or a quick learner
  • Experience and comfort with one-on-one consultation meetings with clients on your own
About Company

Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. 

Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind.

We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes.

We are committed to providing more than just estate planning—we want to help clients implement their plans and safeguard their legacies for generations to come.

#WHLAW2




Compensation details: Yearly Salary





PId55f b-

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Estate Planning Attorney

52404 Cedar Rapids, Iowa Shuttleworth & Ingersoll, P.L.C.

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Job Description

*Estate Planning Attorney*

Shuttleworth & Ingersoll, PLC seeks an attorney with at least three years of law firm or equivalent experience to support the firms estate planning practice, including estate planning, probate, and trust administration. Candidates should have a strong understanding of Iowa estate and tax law, excellent communication skills, and a client-focused approach. Candidates should have a background in advising clients on estate planning strategies, drafting and reviewing estate planning documents, and representing clients in probate and trust administration matters. Candidates will also be required to collaborate with other attorneys on complex estate, tax, or business succession matters and maintain and grow client relationships. Candidates should possess excellent academic credentials, and have strong writing, analytical, organizational, leadership and communication skills.

*Lateral Attorneys*

Our lateral attorneys can expect to be challenged with a wide variety of sophisticated legal projects. As a collaborative firm, our attorneys find great satisfaction from being an extremely valuable part of a hardworking, close-knit team.

We pride ourselves on having a positive, upbeat working environment for attorneys and staff. Our firm strongly encourages open communication between each of the partners and associates. We believe this open communication gives lateral attorneys a wonderful opportunity to learn from the many experienced attorneys at Shuttleworth & Ingersoll.

Shuttleworth & Ingersoll, PLC is actively accepting inquiries from experienced attorneys (mid-level associates through partner level) looking to relocate and/or grow and expand their practice in a positive and collaborative legal atmosphere. With office locations in Cedar Rapids, Waterloo/Cedar Falls, and Iowa City/Coralville, Shuttleworth is deepening its presence across the state and welcomes applicants looking to practice primarily in the Cedar Valley, Cedar Rapids and Iowa City regions.

As a full-service law firm, Shuttleworth provides lateral attorneys with the resources to serve all facets of their clients legal requirements, while also providing exceptional opportunities and structure for continued business development.

To express interest, please contact Vince Geis or Brian Bergstrom. _All inquiries will be kept confidential._

*Vince Geis or Brian Bergstrom*
235 6th Street SE
Cedar Rapids, Iowa 52401

Job Type: Full-time

Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Vision insurance

Work Location: In person

by Jobble

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Estate Planning Attorney

94563 Orinda, California Robert Half

Posted 3 days ago

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Job Description

Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents.
Responsibilities:
- Develop tailored estate plans for clients, incorporating their unique financial and personal needs.
- Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney.
- Advise clients on estate tax implications and assist in the preparation of necessary tax forms.
- Provide guidance on asset protection strategies and wealth transfer planning.
- Conduct thorough consultations to understand client goals and recommend appropriate legal solutions.
- Stay informed about changes in estate law to ensure compliance and provide up-to-date advice.
- Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies.
- Represent clients in legal proceedings related to estate planning, when necessary. Requirements - A minimum of 3 years of experience in estate planning or a related legal field.
- Strong knowledge of estate law, including trusts, wills, and tax planning.
- Proficiency in drafting estate planning documents such as revocable and irrevocable trusts.
- Familiarity with estate tax return preparation and associated regulations.
- Excellent communication and client relationship management skills.
- Licensed to practice law in the state of California.
- Strong analytical and problem-solving abilities to address complex legal issues.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

01613 Robert Half

Posted 3 days ago

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Job Description

Description
We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you will provide expert guidance and legal support to clients, helping them navigate estate planning, tax matters, and probate processes. This position is ideal for an individual who is passionate about delivering exceptional service and fostering long-term client relationships.
Responsibilities:
- Draft and review comprehensive estate planning documents, including wills, trusts, and powers of attorney.
- Provide legal advice to clients regarding estate tax strategies and asset protection.
- Oversee probate and estate administration processes, ensuring compliance with all relevant regulations.
- Collaborate with clients to identify their needs and develop tailored estate planning solutions.
- Conduct legal research to stay updated on changes in estate planning and tax laws.
- Represent clients in probate court proceedings and other related legal matters.
- Manage client cases from inception to resolution, ensuring timely and effective communication.
- Work closely with financial advisors and other professionals to create integrated estate plans.
- Help clients navigate complex trust and estate tax issues with precision and clarity.
Requirements - Active Massachusetts bar license is required.
- Minimum of 2 years of experience as an Estate Planning Attorney.
- Strong knowledge of estate planning, trust and estate tax, and probate processes.
- Exceptional written and verbal communication skills.
- Proven ability to manage multiple cases and meet deadlines effectively.
- Detail-oriented with strong analytical and problem-solving abilities.
- Experience with probate and estate administration is highly preferred.
- Commitment to delivering high-quality legal services and client satisfaction.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

21117 Owings Mills, Maryland Robert Half

Posted 4 days ago

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Job Description

Description We are looking for an experienced Estate Planning Lawyer to join our team in Owings Mills, Maryland. In this role, you will work closely with clients to provide tailored legal guidance on estate planning matters, ensuring their assets are protected and their wishes are clearly documented. This position offers an opportunity to collaborate with professionals across disciplines while delivering empathetic and expert service to clients.
Responsibilities:
- Conduct consultations with clients to understand their estate planning goals and needs.
- Draft and customize estate planning documents such as wills, trusts, powers of attorney, and healthcare directives.
- Provide strategic advice on wealth preservation, tax implications, and asset protection.
- Assist in the administration of trusts and probate estates, ensuring compliance with legal requirements.
- Research and analyze tax-related issues, including the preparation and filing of federal and state estate tax returns.
- Advise clients on estate and gift tax planning by applying knowledge of the Internal Revenue Code and Treasury Regulations.
- Collaborate with financial advisors, accountants, and other professionals to develop comprehensive estate plans.
- Guide clients through sensitive and emotional situations with professionalism and empathy.
- Stay updated on changes in estate planning laws and regulations to provide accurate advice. Requirements
- A minimum of 5 years of experience in estate planning and related legal matters.
- Proficiency in drafting wills, trusts, powers of attorney, and advanced directives.
- Strong understanding of federal and state laws regarding estates, trusts, and taxes.
- Maryland bar license required; additional bar admissions are a plus.
- Excellent written and verbal communication skills to explain complex legal concepts clearly.
- Exceptional interpersonal skills with the ability to build trust and rapport with clients.
- Familiarity with the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning.
- Ability to collaborate effectively with financial and legal professionals.
Qualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy' LinkedIn page. Be sure to include an updated resume.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

97075 Beaverton, Oregon Robert Half

Posted 15 days ago

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Job Description

Description
A multi office regional law firm is seeking an Estate Planning Attorney to add to their team in Portland, OR.
Salary range is 110-170k DOE with additional bonus earnings. They provide a full benefits package including medical, dental, vision and life insurance, PTO, 401k with 5% match, unlimited PTO/Sick Time, paid court holidays, paid volunteer time, paid CLE and bar dues and other perks.
Requirements
+ Ideal candidates will have 3+ years' experience as an attorney, practicing estate planning in Oregon State.
+ Barred in Oregon State, in good standing
+ Juris Doctor with strong academic credentials
+ Skilled at legal writing and research
+ Comfortable with marketing activity to generate new cases and/or has a book of business to bring along
To expedite your application, email your resume to Amy(period)Dillahunty(at)RobertHalf(period)com
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

98194 Seattle, Washington Robert Half

Posted 16 days ago

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Job Description

Description
We are looking for an experienced and dedicated attorney to join our Estate Planning group in our Seattle office. This role involves crafting tailored estate planning solutions, advising high-net-worth clients on wealth transfer strategies, and providing legal guidance on trust administration and charitable planning. The ideal candidate will bring creativity, empathy, and a commitment to excellence to our team while delivering exceptional service to our diverse clientele.
Responsibilities:
- Draft and review customized estate planning documents to meet the unique needs of individual clients.
- Provide legal counsel on wealth transfer strategies, including gift and estate planning for high-net-worth individuals.
- Advise clients on the administration of trusts and estates, ensuring compliance with legal requirements.
- Guide clients through charitable planning processes, including the creation and management of charitable trusts.
- Develop and execute succession planning strategies for business owners and families.
- Collaborate with clients to address disputes related to estates, trusts, and probate matters.
- Work closely with meticulous fiduciaries and families across multiple generations to achieve their estate planning goals.
- Stay updated on relevant laws and regulations to provide accurate and effective legal advice.
- Contribute to the growth of the firm by building strong client relationships and expanding the client base.
Firm offers full benefits including 401K, profit sharing, 4 weeks PTO, 11 paid holidays, Medical/Dental/Vision coverage, yearly bonuses, and more!
To submit your resume confidentially please send to Sam(dot)Sheehan(at)RobertHalf(dot)(com)
Requirements
Juris Doctor
Active license in WA
2+ YOE in Estate Planning or Elder Law
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

98194 Seattle, Washington Robert Half

Posted 16 days ago

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Job Description

Description
A multi office regional law firm is seeking an Estate Planning Attorney to add to their team in Tacoma or Olympia.
Salary range is 120-170k DOE with additional bonus earnings. They provide a full benefits package including medical, dental, vision and life insurance, PTO, 401k with 5% match, unlimited PTO/Sick Time, paid court holidays, paid volunteer time, paid CLE and bar dues and other perks.
Requirements
+ Ideal candidates will have 3+ years' experience as an attorney, practicing Estate Planning in Washington State.
+ Barred in Washington State, in good standing
+ Juris Doctor with strong academic credentials
+ Skilled at legal writing and research
+ Comfortable with marketing activity to generate new cases and/or book of business to bring along
To expedite your application, email your resume to Amy(period)Dillahunty(at)RobertHalf(period)com
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Estate Planning Attorney

28203, North Carolina Revel Staffing

Posted 292 days ago

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Job Description

Permanent
Job Title: Wealth, Trust, and Estate Planning Attorney Location: On-site in Charlotte, NC About Our Client Our client is a premier private wealth practice on the East Coast, dedicated to providing comprehensive legal solutions for high-net-worth individuals and businesses. Renowned for their innovative estate and wealth planning strategies, they deliver tailored solutions that safeguard and enhance clients' assets. With a strong commitment to excellence and personalized service, they have established a solid reputation within the legal community. Position Overview As a Wealth, Trust, and Estate Planning Attorney, you will play a crucial role in delivering exceptional legal services to our clients. Your responsibilities will include: Drafting wills, trusts, and other estate planning documentsAdvising clients on federal estate and gift tax implicationsManaging estate administration and sophisticated tax planning for individuals and entitiesCollaborating with partnerships, corporations, and closely-held businesses on estate planning initiativesEngaging in charitable planning strategiesConducting thorough research and clearly presenting complex legal solutions

Qualifications

2-4 years of experience in trusts and estates lawAdmission to the North Carolina State BarProficient in drafting estate planning documents, including wills and trustsStrong understanding of federal estate and gift tax lawsPreferred experience in estate administration and tax planning for partnerships and corporationsExcellent research, writing, and presentation abilitiesStrong interpersonal skills with a collaborative mindset

Why This Is a Great Opportunity

Join a respected leader in wealth planningEngage with high-net-worth clients and complex estate planning mattersOpportunities for professional growth and career advancementCompetitive compensation and comprehensive benefits packageEnjoy a collaborative work environment that prioritizes work-life balance

Benefits Include:

401(k) with matching contributionsDental, health, and vision insuranceFlexible spending and health savings accountsLife insurancePaid time off and parental leaveRelocation assistanceRetirement plan

Feel free to let me know if you'd like any adjustments or additional information included!

Apply Now
 

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