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Is an Estate Planning Career Right for You?

An estate planning practice can give you independence, flexibility, and the satisfaction of helping people. And it’s a great time to get started—there’s a growing need for estate planners. Learn more here.

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Learn all about practicing as an estate planner.

Checklist: What Does an Estate Planning Attorney Do?

Checklist: What Skills Should an Estate Planning Attorney Have?


The Role of an Estate Planning Attorney

Get a detailed understanding of what an estate planning attorney does. Download a free excerpt from CEB’s, California Estate Planning.


How Satisfied are Estate Planning Attorneys with their Work?

Job Satisfaction: 4 out of 5 highly satisfied*



CA Estate Planning Atty. Avg. Salary: $113,749*



Resources for Practice

Check out CEB’s renowned resources to help estate planners every step of the way:

Is There a Need for Estate Planning Attorneys?

Yes! Estate planning is needed now more than ever. While the number of Americans over 65 years old will double by 2060, only 44% of U.S. adults have a will—and only 37% have an advance directive.1 As baby boomers age, they have specific ideas about retirement, end-of-life decisions, and quality of life. And demographics alone don’t explain the growth of work in the specialized area of elder law.2 The scope of the area has increased to include many forms of advising, as aging in America has gotten more complex.

1. Gallup, 2016; Reuters, 2017. 2. Robert Denney, 2017.

Career Fit

Find out if estate planning matches your skill set.

Explore Practice Areas

How to choose your practice area.

Access a free CLE program (and get 1 hour of MCLE credit).


Find out if you’d be a successful estate planner!

Or take the American Bar Association legal career quiz.

A Practitioner on Trust and Estate Planning—and Litigation

Watch former trust and estate litigator Julie R. Woods (now a Research Attorney at Contra Costa Superior Court) discuss her typical workday at Hartog, Baer & Hand, Orinda.



“I really like that I get to help families. I sleep very well at night.”
- Julie R. Woods


Getting Started

You’ve decided to get into estate planning practice. Now what?

Five Steps You Can Take to Get Started

  • 1. Network.
  • 2. Take a course.
  • 3. Plan your own estate.
  • 4. Volunteer.
  • 5. See probate cases in court.

How Do You Transition from a Different Practice Area?

Changing practice areas takes courage. Find out if it’s the right choice for you. Explore further on our blog.

Need Change? Take Inventory of Your Legal Career

Check out CEBblog’s estate planning articles!

How CEB Can Help

Take Our Online Practice Skills Estate Planning Course

Register for our online course and learn to confidently meet with clients in as little as 30 hours. Find out more!


Explore Our OnLAW Estate Planning Library

Take our entire estate planning library with you. Access CEB’s legal analysis and guidance, forms, and links to cited cases and codes on the go with CEB’s OnLAW Estate Planning Library.

Estate Planning Library