Estate Planning Attorney: Job Duties, Skills and Salary 2025

What Does an Estate Planning Attorney do?

An Estate Planning Attorney specializes in advising clients on managing and allocating their assets in preparation for end-of-life scenarios and succession planning.

This role involves drafting legal documents such as wills, trusts, powers of attorney, and healthcare directives to ensure that clients' wishes are honored and their assets are distributed according to their plans. Estate Planning Attorneys also provide guidance on minimizing estate taxes, setting up guardianships, and protecting assets from creditors. They work closely with clients to understand their financial and family situations and provide tailored advice to meet their specific needs.

Their expert knowledge in law and tax regulation ensures that estate plans are comprehensive, legally sound, and effectively executed.

Key Duties & Responsibilities

Estate Planning Attorneys in the Legal field handle essential tasks and contribute significantly to achieving team and organizational goals. Here are some of their primary responsibilities:

• Consult with clients to gather information about their financial assets, family dynamics, and estate planning goals.
• Draft and review estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives.
• Advise clients on strategies for asset protection, estate tax reduction, and wealth preservation.
• Assist in the administration of estates and trusts, including the coordination with financial advisors and accountants.
• Represent clients in probate court proceedings and manage estate litigation.
• Stay updated on changes in estate law and tax implications affecting estate planning.
• Conduct seminars and workshops to educate the public and potential clients about estate planning.

How to Become an Estate Planning Attorney

Launching a career as an Estate Planning Attorney requires a specific education. We outline the essential qualifications, skills, and steps to enter this field.

Qualification

• Juris Doctor (JD) degree from an accredited law school.
• Licensed to practice law in the state where they operate.
• Additional certifications in estate planning, such as Certified Estate Planner (CEP) or similar, are advantageous.
• Experience in estate planning, probate law, and tax law.

Requirements & Skills

• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills to effectively convey legal advice and build client relationships.
• Attention to detail and precision in document drafting and legal compliance.
• Discretion and confidentiality when handling sensitive financial and personal information.
• Ability to empathize with clients and provide guidance during potentially difficult life decisions.

Estate Planning Attorney Salary Guide

Wondering what Estate Planning Attorneys earn? Explore salary ranges by experience, and career tips to maximize your earning potential.

The average salary for an Estate Planning Attorney in the U.S. is approximately $105,000 per year and can vary from entry-level to senior positions. Estate Planning Attorneys may receive a wide range of benefits.

Estate Planning Attorney Salary Career Steps