Estate Planning Attorney Job Descriptions, Average Salary, Interview Questions

What Does an Estate Planning Attorney Do?

People use estate planning attorneys to help them plan for how their assets will be distributed after they die. To do this, an estate planning attorney drafts documents like wills, trusts, and powers of attorney. These documents can reduce or even eliminate any questions about how an estate should be dispensed.

Though drafting documents is a large part of an estate planning attorney’s job, they can also advise clients about charitable contributions, retirement plans, and life insurance policies. They also collaborate with financial managers and insurance professionals, so teamwork and communication skills are essential. If a case goes to probate court, estate planning attorneys take part in litigating those cases.

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National Average Salary

Estate planning attorney salaries vary by experience, industry, organization size, and geography. Click below to explore salaries by local market.

The average national salary for an Estate Planning Attorney is:

$122,563

Estate Planning Attorney Job Descriptions

When it comes to recruiting an estate planning attorney, having the right job description can make a big difference. Here are some real world job descriptions you can use as templates for your next opening.

Candidate Certifications to Look For

  • The CEP Certification. This certification offered by NICEP is one of the nation’s highest echelon educational/support organizations in the area of estate planning. 
  • The CTEP (the Chartered Trust and Estate Planner). This certification is offered by the Global Academy of Finance and Management. Candidates need to have met annual continuing education requirements, which may vary. 
  • TheAEP (Accredited Estate Planner). This certification is awarded by the National Association of Estate Planners and Councils. Candidates will need to take two graduate-level courses to qualify.

Sample Interview Questions

  • How long have you been a practicing lawyer?
  • Why did you go into estate planning?
  • Do you have an example of going above and beyond what was required of you?
  • How do you make sure to communicate clearly with clients?
  • How have you helped a client create an estate plan that meets their specific needs?
  • How much experience do you have drafting legal documents such as wills, trusts, and powers of attorney?
  • What strategies do you use to keep your clients informed about changes in estate planning law and regulations?
  • Can you share a time when you helped your client to achieve a positive outcome after resolving an estate dispute?
  • In order to ensure that your clients’ estate plans are flexible and adaptable to changing circumstances over time, what strategies do you employ?
  • Have you ever had to consult with other professionals, such as tax advisors or financial planners, in order to ensure that your clients’ estate plans were comprehensive?
  • During the estate planning process, how do you make sure your clients fully understand the legal documents and processes involved?
  • In your experience, how have you helped clients minimize estate taxes and other financial considerations?
  • In order to make sure each client receives the attention and support they need, how do you prioritize and manage multiple estate planning cases simultaneously?

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