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Estate Planning Jobs (NOW HIRING)

Robert Half

Estate Planning Paralegal

Maple Grove, MN · On-site

$55K - $75K/yr

A growing and client-focused estate planning practice in the northwest metro is seeking an experienced Estate Planning Paralegal to support attorneys in delivering comprehensive estate planning and ...

Orion Placement

Estate Planning Attorney

Atlanta, GA · On-site +1

$150K - $200K/yr

Join a highly respected estate planning and wealth preservation practice with a reputation for exceptional client service. * Work with sophisticated estate planning, probate, estate administration ...

Karisch Jonas Law

Estate Planning Paralegal

Austin, TX · On-site

$60K - $70K/yr

Description Small, established estate planning law firm in Austin is looking for a skilled paralegal to join our team. You'll work on drafting estate planning documents, managing client relationships ...

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Estate Planning information

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$34.5K

$61.1K

$97K

How much do estate planning jobs pay per year?

As of Jul 29, 2026, the average yearly pay for estate planning in the United States is $61,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by estate planning professionals when working with clients?

Estate planning professionals often encounter challenges such as navigating complex family dynamics, addressing clients' emotional concerns about legacy and inheritance, and interpreting frequently changing tax laws. Effective communication is essential, as clients may have sensitive or conflicting wishes regarding asset distribution. Additionally, coordinating with other professionals like accountants and financial advisors is often necessary to ensure a comprehensive plan, which requires strong collaboration and project management skills.

What does an estate planner do?

An estate planner helps clients organize and prepare their estate documents, such as wills, trusts, and powers of attorney, to ensure their assets are distributed according to their wishes. They analyze financial situations, advise on estate tax strategies, and often work with legal and financial professionals to create comprehensive plans. Certification and knowledge of estate laws are important for this role.

What is estate planning?

Estate planning is the process of arranging for the management and transfer of a person's assets after their death or incapacitation. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure that your wishes are carried out, your loved ones are provided for, and your estate is distributed according to your preferences. Estate planning can also help minimize taxes, avoid probate, and reduce potential disputes among heirs. Consulting with an estate planning attorney can help tailor a plan to your specific needs and goals.

Is estate planning in demand?

Estate planning is a growing field due to an aging population and increasing awareness of wealth transfer strategies. Estate planners and attorneys with certifications like the Certified Estate Planner (CEP) are in demand to help clients manage their assets and plan for inheritance. The job often requires strong legal knowledge, attention to detail, and familiarity with estate planning tools and laws.

How to start a career in estate planning?

To start a career in estate planning, gain a relevant degree such as law, finance, or estate planning, and obtain certification like the Certified Estate Planner (CEP) or Accredited Estate Planner (AEP). Developing skills in legal documentation, tax laws, and client consultation is essential, and gaining experience through internships or entry-level positions can help build expertise in the field.

What are the key skills and qualifications needed to thrive as an Estate Planning Attorney, and why are they important?

To thrive as an Estate Planning Attorney, you need a Juris Doctor degree, state bar licensure, and expertise in wills, trusts, probate, and tax law. Familiarity with estate planning software, legal research databases like Westlaw or LexisNexis, and documentation management systems is typically required. Excellent interpersonal skills, attention to detail, and strong ethical judgment help build client trust and ensure precise legal work. Mastery of these skills is crucial for protecting client assets, ensuring legal compliance, and delivering tailored estate solutions.

What is the 5 by 5 rule in estate planning?

The 5 by 5 rule in estate planning refers to the guideline that individuals should review and update their estate plan every five years or after major life events, such as marriage, divorce, or the birth of a child. Estate planners and attorneys often recommend this schedule to ensure documents like wills and trusts remain current and reflect the person's wishes.

What is the difference between Estate Planning vs Notary Public?

AspectEstate PlanningNotary Public
Required CredentialsLegal or financial certifications, often a lawyer or financial advisorCommissioned by state, no specific legal degree required
Work EnvironmentLaw firms, financial institutions, or private practicePublic settings, legal offices, or client homes
Industry UsageLegal and financial planning for estate transferAuthenticating documents and signatures
Common Search/ComparisonEstate Planning vs Notary Public

Estate Planning involves creating legal strategies to manage and transfer assets after death, often requiring specialized legal or financial credentials. Notary Publics authenticate signatures and documents but do not provide estate or legal planning services. While both roles operate within legal environments, their functions and credentials differ significantly.

More about Estate Planning jobs
What cities are hiring for Estate Planning jobs? Cities with the most Estate Planning job openings:
What are the most commonly searched types of Estate Planning jobs? The most popular types of Estate Planning jobs are:
What states have the most Estate Planning jobs? States with the most job openings for Estate Planning jobs include:
What job categories do people searching Estate Planning jobs look for? The top searched job categories for Estate Planning jobs are:
Estate Planning jobs near you
Infographic showing various Estate Planning job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 6% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $61,134 per year, or $29.4 per hour.
Estate Planning Paralegal

Estate Planning Paralegal

The Parents Estate Planning Law Firm, PC

Acton, MA

$75K/yr

Full-time

Posted 5 days ago

Job description

The Parents Estate Planning Law Firm in Acton, MA, is an estate planning firm focused on the estate planning needs of young families, families who have children with special needs, and empty nesters. We are seeking an experienced Paralegal with 2+ years of experience to join our tight-knit team.


The ideal candidate will have experience in estate planning, enjoy working with people, and have an interest in helping young families navigate the complexities of planning for their children's futures. We are not your typical estate planning firm! Because we work exclusively with young families and empty nesters, we put very different plans into place for clients.


The Paralegal we hire will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients.


Our team is dedicated to providing exceptional estate planning services. We have high standards and provide white-glove service to all who meet with us. We are compassionate and take a personalized approach to ensuring clients secure their future and protect their loved ones. And we enjoy doing what we do!


This is an in-office position, Monday-Friday. We offer health, dental, and vision insurance along with paid vacation, holidays, and a strong work-life balance.


If you are interested in working for a firm that values collaboration and welcomes your ideas and input, this is the opportunity for you, and we would love to meet with you.

Compensation:

$65,000 - $75,000 yearly


Responsibilities:
  • Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible.
  • Build relationships with clients via phone, email, and in-person.
  • Communicate with financial advisors regarding the client's trust and proper funding.
  • Ensure Attorneys are prepared for the week ahead.
  • Proofread documents.
  • Work with clients to ensure all materials are provided for drafting.
  • Move clients' matters through our internal processes and meet deadlines as they pertain to signing meetings and final meetings.
  • Prepare various estate planning legal documents.
  • Prepare various Trust administration documents.
  • Act as a witness at all signing meetings.

Qualifications:
  • Talented communicator and writer
  • Must have great time-management skills, and organizational skills
  • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
  • At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting
  • 2+ years of experience in legal services within a law firm setting.
  • Experience as a Paralegal in Estate Planning is a significant plus.
  • Candidates who have completed a Paralegal professional certification will receive preference.
  • Experience with technology, including Microsoft Office, Dropbox, Visio, and Adobe Acrobat. Ease in learning new tools and systems.
  • Superior customer service and interpersonal ability.
  • Excellent communication, professional writing and grammar skills.
  • Solid time management and organizational skills.
  • Strong attention to detail.
  • Enthusiasm for process improvement and trying new things.
  • Willingness to go the extra mile to ensure excellent customer service and client satisfaction.
  • This is an in-person position, Monday-Friday, 9:00 am - 5:00 pm.

About Company

The Parents Estate Planning Law Firm, PC is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of young families, families who have children with special needs, as well as empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.

Our Mission:

To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.