Estate Planning Attorney Jobs
Estate Planning Attorney jobs are open across law firms, financial institutions, trust companies, and nonprofit organizations, from entry-level associates to senior counsel and partners, with specializations in trust administration, elder law, and wealth transfer planning. See the openings below and apply to the ones that match your experience.
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This isn't a seat-warmer role. We're looking for an estate planning attorney who brings exceptional legal skill, genuine client empathy, and the drive to do their best work — every single day.
At Carolina Estate Planning, we've built a firm where talented attorneys can focus on what they do best: delivering rigorous, thoughtful estate plans that protect families and create lasting legacies. You'll work directly with firm owners, handle sophisticated client matters, and play a meaningful role in a firm that's growing fast and doing it right.
If you hold yourself to a high standard, thrive in a fast-paced environment, and believe that great legal work can genuinely change people's lives, we built this role for you.
Compensation: Base salary: $110,000 – $140,000, commensurate with experience. Incentive compensation: Performance-based bonus structure.
Compensation:
$110,000 – $140,000 yearly DOE + Performance-based Bonus
Responsibilities:
Educate clients about options for retirement, donating to charity, and purchasing insurance
Prepare wills, trusts, and power of attorney documents
Discuss plans with clients for distributing clients’ assets
Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
Attend court proceedings as needed to represent clients
What You'll Do
You'll own the client relationships from first consultation through final delivery, guiding families through some of the most important legal decisions of their lives. Day-to-day, that means:
Consulting with prospective clients and leading them through our proprietary estate planning process
Providing expert legal counsel and delivering superior estate planning and asset protection work products
Researching, designing, and executing complex, customized estate plans — wills, trusts, powers of attorney, and more
Educating clients on retirement strategies, charitable giving, and insurance options
Guiding clients through the probate process with clear, actionable advice that cuts through complexity
Representing clients in uncontested guardianship and probate hearings
Maintaining detailed, organized client records that ensure seamless service and full compliance
Attending court proceedings as needed
Qualifications:
Bachelor’s degree with a legal background and J.D. degree are required
Great communication skills, particularly in stressful and emotional situations
At least 1-2 years of working in a law firm on estate planning and probate law issues is necessary
Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
Active member of the ABA (American Bar Association)
What You Bring
Required:
Active North Carolina Bar license in good standing
J.D. from an accredited law school
5+ years of estate planning, probate, and trust administration experience
Proven ability to lead and manage in a fast-paced, service-oriented environment
Exceptional communication skills — especially in high-stakes, emotionally sensitive situations
Strong working knowledge of complex trust planning, probate, and trust administration
Preferred:
LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation
Experience with WealthDocx Estate Planning or ElderDocx Elder Law software
Active involvement with the American Bar Association (ABA)
Who Thrives Here
Our core values aren't aspirational — they're operational. The right candidate will recognize themselves in all of them:
Integrity — You hold yourself to the highest ethical standards, always.
Impact & Influence — You want your work to matter beyond the billable hour.
Initiative — You anticipate problems and solve them before they escalate.
Everyone Gets Helped — You believe great legal work ripples outward, and you show up fully for every person you encounter.
100% Accountability — You own your outcomes, no excuses.
Growth Mindset — You're committed to continuous improvement, and you push those around you to grow, too.
Rigor — You know that in estate planning, the difference between good and exceptional lives in the details.
About Company
We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work:
Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them.
Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work.
Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity.
Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy.
If you want to be exceptionally good at what you do, we'd like to hear from you.
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Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
What Employers Look For
The qualifications that appear most often in estate planning attorney jobs.
- J.D. from an ABA-accredited law school and active state bar membership
- Experience drafting wills, trusts, powers of attorney, and advance directives
- Knowledge of federal and state estate tax laws and gift tax regulations
- Familiarity with trust administration and probate court procedures
- Strong client counseling skills and ability to explain complex planning concepts clearly
- Experience with estate planning software such as WealthCounsel or Leimberg tools
Tips for Your Estate Planning Attorney Job Search
Tailor your resume to practice area
Highlight the specific documents you've drafted, such as revocable trusts, pour-over wills, or irrevocable life insurance trusts. Generic litigation language won't land you an estate planning role, so lead with transactional, planning-focused work from your first bullet.
Apply early to roles that fit
Migrate Mate lists estate planning attorney openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Get your LL.M. or CPA credentials visible
An LL.M. in taxation or a CPA license signals depth to hiring partners at wealth management firms and boutique estate practices. Put these credentials at the top of your resume, not buried in a continuing education section.
Target firms by client base, not just size
A 10-attorney estate boutique serving high-net-worth families requires a different pitch than a bank trust department serving middle-market clients. Research each employer's client profile and frame your experience around the complexity of estates you've handled.
Prepare for a drafting exercise in interviews
Many estate planning interviews include a live or take-home drafting component, often a simple trust or will scenario. Practice drafting clean, precise foundational documents so you can demonstrate technical competence under timed conditions.
Negotiate billing expectations before you accept
Estate planning roles vary widely between hourly billing, flat-fee structures, and origination credit models. Ask directly how billable hours are counted for planning work versus administration, since that affects your workload and performance metrics from day one.
Estate Planning Attorney Jobs: Frequently Asked Questions
Which companies are hiring the most estate planning attorneys?
The companies hiring the most estate planning attorneys right now include Law Office of Bryan Fagan, Butler & College, and United Placement, with the largest share of openings in Texas, California, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is consistent across private law firms, bank trust departments, and financial planning organizations.
How many estate planning attorney jobs are remote?
About 49% of estate planning attorney openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven and document-heavy nature of the work. Sub-areas such as trust document drafting and tax planning analysis tend to be more remote-compatible than roles requiring regular in-person client meetings or probate court appearances.
How do you become an estate planning attorney?
You earn a J.D. from an ABA-accredited law school, pass the bar exam in your target state, and pursue experience in transactional or estate-focused practice areas during law school through clinics or internships. Many practitioners then complete an LL.M. in taxation to deepen their technical credentials and pursue roles at estate boutiques, trust companies, or wealth management firms.
How do you get hired as an estate planning attorney with little experience?
Start by targeting smaller estate boutiques and elder law firms, which are more likely to train associates than large wealth management departments. Highlight any trust or probate clinic work, law review articles on estate law, or exposure to wills and powers of attorney during law school. A demonstrated interest in tax law and strong drafting samples can offset limited years of practice.
What does the estate planning attorney interview process look like?
The process typically begins with a phone or video screen with a hiring partner, followed by an in-person or video interview covering your experience with specific planning documents, client scenarios, and tax concepts. Many firms include a drafting exercise or hypothetical planning scenario. Final-round interviews often involve meeting additional partners or senior staff who assess fit with the firm's client relationships and practice culture.
Where can I find and apply to estate planning attorney jobs?
You can find and apply to estate planning attorney jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience, practice focus, and preferred location, then apply directly to each listing that matches what you're looking for.
See All 108+ Estate Planning Attorney Jobs
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