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Estate Planning Assistant Jobs (NOW HIRING)

Orion Placement

Trust & Estate Attorney

Concord, NH

$115K - $135K/yr

Advise clients on estate planning, trust administration, probate, charitable planning, and business succession planning. * Assist with federal estate and gift tax issues connected to estate planning ...

NY Wills & Estates

Estate Planning Attorney

New York, NY · On-site

$120K - $130K/yr

Responsibilities • Manage probate and estate administration matters in Surrogate's Court • Draft wills, trusts, powers of attorney, and healthcare proxies • Assist with Medicaid planning and ...

NY Wills & Estates

Estate Planning Attorney

New York, NY · Hybrid

$120K - $130K/yr

Estate Planning Attorney (Probate, Guardianships, Medicaid Planning) - Hybrid New York, NY ... Draft wills, trusts, powers of attorney, and healthcare proxies * Assist with Medicaid planning and ...

Orion Placement

Estate Planning Attorney

Lisle, IL · Hybrid

$140K - $190K/yr

Work with high-net-worth individuals, families, and business owners on personalized planning strategies * Assist with trust administration, estate settlement, and related post-death administration ...

Bodman PLC

Estate Planning Paralegal

Grand Rapids, MI · On-site

We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of client matters.

Law Firm

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Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Estate Planning and Trust ...

Orion Placement

Estate Planning Attorney

Lisle, IL · Hybrid

$140K - $190K/yr

Work with high-net-worth individuals, families, and business owners on personalized planning strategies * Assist with trust administration, estate settlement, and related post-death administration ...

Law Firm

Be Seen First

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Estate Planning and Trust ...

Bodman PLC

Estate Planning Paralegal

Grand Rapids, MI · On-site

Description We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of ...

Talent Search PRO

Estate Planning Attorney

Roseland, NJ · On-site

$110K - $120K/yr

Provide legal counsel to clients on tax planning, estate planning, and the administration of trusts ... Advise clients on estate and gift tax issues, including strategies for minimizing taxes. * Assist ...

Talent Search PRO

Estate Planning Attorney

Roseland, NJ · On-site

Provide legal counsel to clients on tax planning, estate planning, and the administration of trusts ... Advise clients on estate and gift tax issues, including strategies for minimizing taxes. * Assist ...

Bonham Solutions

Estate Planning Attorney

Andover, MA · On-site

Advise clients on estate planning strategies, wealth preservation, and asset protection * Assist with trust funding and basic estate administration matters as needed * Conduct client consultations ...

The Gigele Law Firm

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Estate Planning Paralegal

Stuart, FL · On-site

Draft and coordinate wills, trusts, powers of attorney, and related estate planning documents * Assist with more advanced trust and estate planning matters, including special needs trusts and ...

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Estate Planning Assistant information

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$19.5K

$67.1K

$98.5K

How much do estate planning assistant jobs pay per year?

As of Jun 9, 2026, the average yearly pay for estate planning assistant in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

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

To thrive as an Estate Planning Assistant, you need strong organizational skills, attention to detail, and a foundational understanding of legal and financial concepts, often supported by an associate degree or relevant certification. Familiarity with document management systems, Microsoft Office Suite, and estate planning software is typically required. Excellent communication, discretion, and the ability to manage sensitive information are standout soft skills in this role. These skills are crucial for ensuring accurate document preparation, maintaining client trust, and supporting attorneys in delivering effective estate planning services.

What are some common challenges Estate Planning Assistants face when managing client documentation?

Estate Planning Assistants frequently handle sensitive legal and financial documents, which requires a high level of attention to detail and confidentiality. One common challenge is ensuring that all paperwork is accurately completed and complies with changing legal requirements. Additionally, coordinating with clients, attorneys, and financial advisors can involve juggling multiple schedules and priorities. Effective organization and communication skills are essential to keep processes running smoothly and to prevent delays in the estate planning workflow.

What does an Estate Planning Assistant do?

An Estate Planning Assistant supports attorneys and clients in the process of organizing and managing a person's assets for distribution after death or incapacitation. Their tasks often include preparing legal documents such as wills, trusts, and powers of attorney, maintaining client files, scheduling meetings, and conducting research. They play a key role in ensuring that all paperwork is accurate and filed on time, and may also communicate directly with clients to gather information or provide updates. Estate Planning Assistants help streamline the workflow and ensure the estate planning process runs smoothly.
More about Estate Planning Assistant jobs
What cities are hiring for Estate Planning Assistant jobs? Cities with the most Estate Planning Assistant 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 Assistant jobs? States with the most job openings for Estate Planning Assistant jobs include:
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Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Estate Planning Attorney

Gierach Law Firm

Naperville, IL

Full-time

Medical, Life

Posted 27 days ago

Job description

The Gierach Law Firm is looking to add an Estate Planning Attorney to our growing Naperville office. The ideal candidate will be empathetic, communicative, and highly detailed in their work and will play a crucial role in helping clients secure their legacies and ensure their wishes are honored.
Key Responsibilities:

  • Draft, review, and finalize estate planning documents. To include wills, trusts, powers of attorney, and advance healthcare directives.
  • Advise clients on tax implications, strategies for asset protection, and other legal considerations related to estate planning.
  • Assist clients with probate and trust administration processes.
  • Handle a diverse caseload and be available for any client needs.
  • Stay up to date on changes in federal and state estate planning laws and regulations to provide timely and effective counsel.

Knowledge, Skills, Abilities:

  • Maintaining exceptional professionalism and confidentiality in all communications.
  • Demonstrated ability to anticipate client needs.
  • Ability to work independently and within a team environment.
  • Proficient in Microsoft Office Suite and experience with legal practice management software such as Smokeball.

Minimum Job Requirements:

  • Minimum of 5 years of relevant experience in estate planning and probate law.
  • A portable book of business or trusted client base preferred.
  • Bar admitted and able to practice law in the State of Illinois.

Pay and Benefits:

  • Compensation is commensurate with experience
  • Employee Medical Plan
  • Disability Insurance
  • Life Insurance

To Apply:

Please submit cover letter along with your resume and send to BrianT@GierachLawFirm.com. Please, no direct inquiries or agency submissions.