Estate Planning Jobs

Provide high-trust executive, client, and personal support to a California-based estate planning attorney in a remote Executive Assistant role that emphasizes organization, discretion, and proactive problem-solving.

Lead and scale Bartlett’s Family Office Services as a senior specialist advising UHNW, multigenerational families on governance, investments, philanthropy, and coordinated advisory solutions.

Lead strategic, in-market relationships with Side’s real estate partners to drive performance, retention, and organic growth across the SF Bay Area.

AIR Communities is hiring a Finance Manager for West Operations in Irvine to lead operational financial analysis, forecasting, and decision support for regional property performance.

Drive face-to-face sales of an in-demand estate planning product using qualified pre-set appointments and benefit from uncapped commissions and strong company support.

As a Senior Occupancy Planner at JLL you'll develop occupancy plans, lead move sequencing and use CAFM/IWMS and AutoCAD to deliver data-driven space solutions across enterprise portfolios.

Lead the architectural and urban design for WGU’s new national headquarters campus, steering multidisciplinary teams to deliver a cohesive, sustainable, and people-focused mixed-use environment.

Brown Brothers Harriman is hiring a Single Family Office Relationship Manager in New York to develop and close UHNW and family office relationships across investments, trust, and family office services.

A hands-on summer internship with M/I Homes in Detroit supporting sales, marketing, CRM management, and community events to learn the new-home sales process.

Advance your career as an Associate Wealth Advisor at a New York City wealth management firm, collaborating with advisors to create tailored financial plans for high-net-worth clients.

Crusoe seeks an experienced Executive Assistant to provide high-touch, on-site support to Real Estate leadership, driving operational efficiency for a rapidly scaling data center and real estate organization in San Francisco.

A Summer 2026 Solutions Management Intern at JLL will support the creation of integrated facility management solutions through data analysis, solution documentation, and cross-team collaboration in Chicago.

Experienced outbound appointment setter needed to book warm, pre-qualified estate and asset protection consultations with weekly pay and high commission potential.

Customer Care Specialist for a growing AI-driven estate planning startup, responsible for delivering high-quality SaaS support and driving customer satisfaction across email, chat, and phone.

Lead a wealth advisory team at Mariner to deliver comprehensive, customized wealth plans and cultivate high-net-worth client relationships.

Proven outside sales closers are needed to conduct in-home or virtual consultative meetings with warm leads to sell estate planning solutions to seniors, with uncapped commission and flexible scheduling.

Lead a Mariner advisory team in New Orleans to deliver comprehensive wealth plans and customized investment strategies for high-net-worth clients.

Lead Intuitive Surgical's global real estate and workplace services organization to deliver scalable, secure, and employee-centric facilities that support the company's global growth and operations.