Estate Planner Jobs
Estate Planner jobs are open across wealth management firms, banks, law firms, insurance companies, and trust departments, from entry-level associate to senior and principal, with specializations in tax planning, trust and estate administration, and high-net-worth client advisory. Scan the live roles below and apply to whichever ones fit.
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See related jobsSummary Job Description: Under the direction and supervision of the Realty Manager, the Transactions Property & Estate Planner is a “hybrid” position, with duties to be split evenly between: (1) drafting and executing Last Wills and Testament for AVCP’s Trust clients; and (2) processing AVCP Realty’s “Transactions” casefiles. This position will complement the similar “Probate” Property & Estate Planner position in AVCP Realty. Duty station will be Bethel, Alaska, for the duration of employment.
Performance Responsibilities: include the following. Other duties may be assigned.
- Maintains strict confidentiality of the department and clientele.
- Possesses the ability to continue case preparation to completion regardless of the status of the case file.
- Prepares the most complicated transactions cases.
- Ensures transactions are prepared in accordance with federal regulations and BIA policies and are in the long-range best interests of the landowner.
- Compiles transactions package for submission to the Bureau of Indian Affairs (BIA) for approval.
- In conjunction with the current Probate Property & Estate Planner, frequently travels to villages throughout the Yukon-Kuskokwim Delta Region to host Wills Clinics, encourage Trust clients to draft Wills, and address fractionation.
- Creates and maintains an accurate Wills Clients database.
- Must demonstrate flexibility in assisting AVCP Realty’s Transaction Section with solving and processing complex Transaction cases.
- Provides routine reports in a timely manner, and ad hoc reports upon request.
- Initiates and performs the above duties with minimal supervision.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have strong written, verbal and analytical skills. Proven record of completing Last Wills and Testament and processing Probate cases involving restricted property (i.e., Native allotment parcels and Federal Townsite lots). Fluency in Yup’ik and English is preferred.
EDUCATION and EXPERIENCE: At a minimum, a high school diploma or GED is required; a BA/BS Degree from an accredited university is preferred. Demonstrated research skills, and knowledge of land laws affecting the State of Alaska is highly desirable. Must possess a working knowledge of Wills drafting and laws of intestate succession. Proven ability to produce written work products with grammatical clarity and factual accuracy. Familiarity with the Native Alaskan subsistence way of life and cross-cultural interaction.
Summary Job Description: Under the direction and supervision of the Realty Manager, the Transactions Property & Estate Planner is a “hybrid” position, with duties to be split evenly between: (1) drafting and executing Last Wills and Testament for AVCP’s Trust clients; and (2) processing AVCP Realty’s “Transactions” casefiles. This position will complement the similar “Probate” Property & Estate Planner position in AVCP Realty. Duty station will be Bethel, Alaska, for the duration of employment.
Performance Responsibilities: include the following. Other duties may be assigned.
- Maintains strict confidentiality of the department and clientele.
- Possesses the ability to continue case preparation to completion regardless of the status of the case file.
- Prepares the most complicated transactions cases.
- Ensures transactions are prepared in accordance with federal regulations and BIA policies and are in the long-range best interests of the landowner.
- Compiles transactions package for submission to the Bureau of Indian Affairs (BIA) for approval.
- In conjunction with the current Probate Property & Estate Planner, frequently travels to villages throughout the Yukon-Kuskokwim Delta Region to host Wills Clinics, encourage Trust clients to draft Wills, and address fractionation.
- Creates and maintains an accurate Wills Clients database.
- Must demonstrate flexibility in assisting AVCP Realty’s Transaction Section with solving and processing complex Transaction cases.
- Provides routine reports in a timely manner, and ad hoc reports upon request.
- Initiates and performs the above duties with minimal supervision.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have strong written, verbal and analytical skills. Proven record of completing Last Wills and Testament and processing Probate cases involving restricted property (i.e., Native allotment parcels and Federal Townsite lots). Fluency in Yup’ik and English is preferred.
EDUCATION and EXPERIENCE: At a minimum, a high school diploma or GED is required; a BA/BS Degree from an accredited university is preferred. Demonstrated research skills, and knowledge of land laws affecting the State of Alaska is highly desirable. Must possess a working knowledge of Wills drafting and laws of intestate succession. Proven ability to produce written work products with grammatical clarity and factual accuracy. Familiarity with the Native Alaskan subsistence way of life and cross-cultural interaction.
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Find Estate Planner JobsEstate Planner Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in estate planner jobs.
- Bachelor's degree in finance, accounting, law, or a related field
- Certified Financial Planner (CFP) or Certified Trust and Fiduciary Advisor (CTFA) designation
- Proficiency in estate planning software such as eMoney, MoneyGuidePro, or similar platforms
- Knowledge of federal and state estate tax law, gift tax rules, and trust administration
- Experience preparing or reviewing wills, trusts, powers of attorney, and beneficiary designations
- Strong client relationship and communication skills for working with high-net-worth individuals and families
Tips for Your Estate Planner Job Search
Lead with credentials on your resume
Certifications like CFP, CTFA, or an LL.M. in taxation are shortlisted far more often than years of experience alone. Put them in your header, not buried in a credentials section, so hiring managers spot them in the first scan.
Tailor your resume to the client tier
A role at a boutique family office and one at a large bank trust department want different things. Emphasize ultra-high-net-worth client work for the former and process, compliance, and volume for the latter. Matching that language to the posting matters.
Apply early to roles that fit
Migrate Mate lists estate planner openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by estate complexity
Job listings that mention multi-generational wealth transfer, charitable trusts, or business succession planning signal a more technical scope. If that's your strength, filter for those terms so you're applying where your specific experience is the clearest fit.
Prepare a client scenario for your interview
Most estate planner interviews include a case discussion or technical walkthrough. Have one real scenario ready that shows how you identified a tax or asset-protection gap and what you recommended. Concrete examples outperform generic process answers.
Negotiate continuing education support upfront
Estate planning law changes frequently, and many employers budget for CFP renewal, state bar CLE, or CTFA maintenance. Asking about this during the offer stage signals professional seriousness and sets expectations before you accept.
Estate Planner Jobs: Frequently Asked Questions
Which companies are hiring the most estate planners?
The companies hiring the most estate planners right now include Southern Farm Bureau Life Insurance Company, Amazon, and Tempus Fugit Law, with the largest share of openings in Alaska, Virginia, and Massachusetts, based on current listings on Migrate Mate as of November 2026. Wealth management divisions of large banks and independent trust companies consistently post the highest volume of roles.
How many estate planner jobs are remote?
About 100% of estate planner openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Document review, plan drafting, and client communications can be done remotely, but roles requiring in-person meetings with clients or notarization tend to be on-site or hybrid.
How do you become an estate planner?
Start by earning a degree in finance, accounting, or law, then gain experience in a related role such as financial planning, trust administration, or tax preparation. Pursue a CFP certification or, if you hold a law degree, focus on estate and tax law coursework. Build familiarity with estate planning software and work toward serving clients with increasingly complex wealth transfer needs.
How do you get hired as an estate planner with little or no experience?
Entry points include trust operations analyst roles at banks, associate financial planner positions, or paralegal work at estate planning law firms. These roles expose you to trust documents, beneficiary administration, and client workflows without requiring a CFP on day one. Employers hiring at this level typically value attention to detail, comfort with legal documents, and a clear path toward obtaining your designation.
What does the estate planner interview process look like?
Most estate planner interviews include an initial phone screen with HR, followed by a technical interview with a senior planner or department head covering tax law, trust structures, and common client scenarios. Some firms add a case study or written exercise. Final rounds often involve meeting team members or a practice leader, with questions focused on client communication style and how you handle complex family dynamics.
Where can I find and apply to estate planner jobs?
You can find and apply to estate planner jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits. New postings are added regularly, so checking back frequently gives you the best chance of catching roles early.
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