estate planning counselor

Fisher Investments

<div>Overview:
<div>
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.</div> 
The Opportunity:<div> 
As an Estate Planning Professional, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients&rsquo; lives. You will report to the Estate Planning Team Leader.</div> 
The Day-to-Day:<ul><li>
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information</li><li>
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers</li><li>
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals</li><li>
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners</li><li>
You will manage daily calls with clients and internal partners</li></ul>
Your Qualifications:<ul><li>
5+ years of experience working in the trust/estate planning field</li><li>
Experience working on complex estates with an understanding of trusts</li><li>
Experience handling sensitive materials and information</li><li>
Experience building credibility and trust in a short amount of time</li></ul>
Why Fisher Investments:<div> 
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:</div><ul><li>
100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>
A 50% 401(k) match, up to the IRS maximum</li><li>
20 days of PTO, plus 10 paid holidays</li><li>
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER</div>

Estate Planning Professional

Aspen Legal Services

Job Summary:Aspen Legal Services is seeking a dedicated and detail-oriented Associate Attorney to join our legal team. The ideal candidate will have strong research and writing skills, the ability to articulate complex legal concepts clearly, proficiency in drafting legal documents, and familiarity with estate planning drafting and litigation. We are located in Sandy UT, but after a probationary period, remote work is an option. Aspen Legal Services requires only 1,560 billable hours per year (approximately 6 hours daily), with a competitive salary range of $85,000 to $130,000.Duties:<ul><li>Assist with estate planning transactional and litigation matters.</li><li>Conduct comprehensive legal research.</li><li>Draft legal documents, including estate planning documents, wills, trusts, pleadings, motions, and briefs, with a high degree of accuracy.</li><li>Review and summarize case files and legal documents to identify key issues.</li><li>Collaborate with clients to gather necessary information for ongoing cases.</li><li>Stay updated on relevant laws and regulations to ensure compliance in all legal matters.</li></ul>Requirements:<ul><li>Juris Doctor (JD) degree from an accredited law school.</li><li>0-10 years of legal experience. At least 2 years is preferred.</li><li>Estate Planning and Litigation experience is essential.</li><li>Must be licensed to practice in the state of Utah.</li></ul>Benefits:<ul><li>Medical &amp; Dental Insurance</li><li>Matching 401(k)</li><li>Paid Time Off</li><li>Student Loan Repayment (SLR) Benefit</li></ul>Job Type: Full-timePay: $85,000.00 - $130,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Experience:<ul><li>Litigation: 1 year (Required)</li><li>Legal: 2 years (Required)</li><li>estate planning : 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li><li>Spanish (Preferred)</li></ul>License/Certification:<ul><li>Utah Bar License (Required)</li></ul>Work Location: Hybrid remote in Sandy, UT 84070

Estate Planning Attorney

United Placement Group

Expand Your Practice with No Out-of-Pocket Costs
 Are you an experienced estate planning attorney ready to take your practice to the next level—without the burden of prospecting, marketing, or back-office management? At Legacy Assurance Plan, we connect you with qualified clients, provide full administrative support, and allow you to focus on what you do best: practicing law and making an impact.
 Why Choose Legacy Assurance Plan?
 With over 40 years of proven success helping tens of thousands of families secure their financial futures, Legacy Assurance Plan offers attorneys a unique opportunity to grow their practice while achieving true work-life balance. You’ll enjoy:
 <ul>
<li>Hybrid Flexibility: Work remotely and meet clients in person as needed—your schedule, your control.</li>
<li>Qualified Client Introductions: Receive warm, no-cost client leads—never pay for marketing or referrals.</li>
<li>Comprehensive Support: Our full-service team handles client communication, document preparation, deed coordination, and delivery logistics.</li>
<li>Professional Growth: Be part of a national network of estate planning professionals with continued business support and training.</li>
</ul>
What You’ll Bring: 
<ul>
<li>JD from an accredited law school</li>
<li>State Bar admission and active good standing</li>
<li>3+ years of experience in estate planning, business formation, or trust and probate work</li>
<li>Commitment to client education and compassionate representation</li>
<li>Familiarity with special needs or Medicaid planning is a plus</li>
<li>Must reside in the state where licensed and maintain an active private practice</li>
</ul>
Join Legacy Assurance Plan
 This is your opportunity to expand your client base, enjoy schedule flexibility, and focus solely on delivering the highest standard of estate planning services—without marketing, overhead, or lead costs.
 If you’re ready to grow your practice and reclaim your time, apply today and discover how Legacy Assurance Plan supports your success while enhancing the lives of your clients.
 
Legacy Assurance Plan
 Helping families protect what matters most for over four decades.

Estate Planning Attorney - Hybrid/Flexible Schedule

Dolan & Associates, P.C.

<div>If you are an experienced Estate Planning Attorney just looking for that next job, then move on to the next ad. 
But if you believe (like we do) that everyone should have an Estate Plan and that a disciplined planning approach is the only reliable solution to protect one&rsquo;s legacy and wealth, then we want to talk to you! 
Dolan &amp; Associates is a premier Estate Planning law firm in Brighton, Colorado, providing top-notch service in a concierge, compassionate, and client-focused setting for over 30 years. 
We are actively recruiting for an experienced Estate Planning Associate to join our growing team and hit the ground running. 
Great Job. Great People. Sound Interesting? 
We bring a high level of energy, positivity, and can-do attitude to work every day. Our Firm is small enough that everyone is a critical part of the team, yet big enough to offer the security and benefits you want. 
We&rsquo;re not transactional. We build long-term relationships with clients.
Plus, our office is located in convenient, beautiful Brighton, Colorado (no traffic, easy parking!). 
What You Get<ul><li>
Rewarding work helping people protect their legacy and assets</li><li>
Health insurance, paid time off and retirement plan</li><li>
Great people. A friendly and professional place to work</li></ul> 
How to Get Started
Please provide a brief description &ndash; not a full cover letter &ndash; telling us about you: what you enjoy? What motivates you?
Compensation:
$105,000 - $130,000 yearly
Responsibilities:
What You&rsquo;ll Be Doing (Besides Loving Your Job)<ul><li>
Be a key member of our legal team</li><li>
Consult with prospective clients and lead them through our proprietary Estate Planning Processes.</li><li>
Provide expert legal advice and deliver superior Estate Planning and Asset Protection work products.</li><li>
Research, design, and create customized Trust provisions.</li><li>
No contested or litigated matters!</li></ul>
Qualifications:<ul><li>
Juris Doctor of Law (JD) and active Colorado Bar license.</li><li>
Two or more years of Estate Planning, Elder Law, Probate and Trust Administration experience.</li><li>
Demonstrated ability to hit the ground running and take initiative in a fast-paced, service-oriented firm.</li></ul>
About Company 
We are an entrepreneurial estate planning law firm that is on track for aggressive growth.</div>

Trust And Estate Planning Attorney

The Legacy Elder Law Center

<div>At The Legacy Elder Law Center, we are more than just a law firm &mdash; we are a dedicated team with a shared mission to make a meaningful difference in the lives of seniors, individuals with special needs, and families navigating complex estate and fiduciary matters. Our practice areas include elder law, estate planning, special needs planning, and the resolution of disputes involving trusts, estates, fiduciary duties, and guardianships/conservatorships. 
As a rapidly growing and nationally recognized firm, we offer the resources and reputation of a leading practice while maintaining the supportive, close-knit culture of a smaller team. With our main office in charming downtown Leesburg, Virginia, and a satellite location in Woodbridge, we provide a welcoming and collegial environment where every team member&rsquo;s contributions are valued. 
We take a highly personalized, client-centered approach to the practice of law, and we believe in fostering that same level of care and respect within our team. At The Legacy Elder Law Center, you&rsquo;ll find an opportunity to grow professionally, collaborate with talented colleagues, and be part of a firm that truly values integrity, compassion, and excellence.
Compensation:
$95,000+
Responsibilities:
We are seeking an experienced, full-time attorney with extraordinary compassion and outstanding organizational and communication skills to design, draft, and implement estate and elder law plans, including strategizing and prosecuting ABD Medicaid and VA Aid &amp; Attendance benefits applications, and provide outstanding customer service to clients. 
The Estate and Elder Law Planning Attorney works closely with the firm&rsquo;s managing partner to design estate and asset protection strategies for the firm&rsquo;s clients; works directly with the firm&rsquo;s clients to customize and implement their estate and asset protection plans; oversees a staff of paralegals and support personnel to provide client services including document creation, client retitling recommendations, Medicaid and VA Aid &amp; Attendance applications and estate/trust administration/fiduciary services in our probate department; oversees the operations of the planning department to meet business goals and projections and to empower the planning staff. The Planning Associate positively represents the firm at all times through a success-oriented and professional demeanor. 
This position requires supervision and training of legal assistants and coordination of paralegal hiring. This position requires substantial management time.
Qualifications:
Position Expectations &ndash; The Associate has:<ul><li>
Virginia State Bar admission.Maryland and District Bar admission, a plus.</li><li>
A minimum of two (2) to four (4) years&rsquo; experience in estate planning and/or elder law.</li><li>
A positive attitude and ability to communicate clearly, compassionately, and empathetically with clients and team members.</li><li>
A friendly, courteous, and professional demeanor.</li><li>
A commitment to quality, critical thinking, focus and consistent follow-through with clients and team members.</li><li>
The ability to prioritize, organize and meet deadlines.</li><li>
Is a self-starter and adept at taking directions, exceeding expectations; not happy when things are &ldquo;good enough.&rdquo;</li><li>
Is confident and tenacious, willing to &ldquo;speak truth to power&rdquo; when needed.</li><li>
The ability to anticipate and easily respond to an ever-changing schedule while at the same time working to adhere to the schedule.</li><li>
The ability to exercise diplomacy and discretion.</li><li>
Commitment to effective teamwork and fulfilling role with a sense of humor, gratitude, and patience.</li><li>
Reports to the managing partner but is also expected to coordinate efforts with the Practice Manager.</li></ul>
About Company 
This position is for the individual who seeks the opportunity to take his or her practice to a new level, all within an environment that encourages independence and a great work-life balance.<ul><li>
Salary is commensurate with experience, but comes with a generous bonus structure and time off.</li><li>
We have a very family-friendly environment.</li><li>
Benefits include excellent health insurance (including dental and vision coverage),</li><li>
401(k) participation.</li><li>
Payment of all bar dues and CLE education.</li><li>
Engagement in the community and professional development are encouraged and supported by the firm.</li></ul></div>

Elder Law - Estate Planning Attorney

CITRUS CONNECT LTD

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as a Estate Planning Consultant, you will havefreedom over your schedule, fant click apply for full job details<img src="https://www.jobg8.com/Tracking.aspx?HuNA3DPAJ8tJ2avwmix9DLLp4VbSDq%2fvm" width="0" height="0" />

Estate Planning Consultant

Search 10000+ Estate planning counselor jobs near you this October. New roles added regularly across leading industries. Apply today.

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