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Estate Planning Assistant Jobs (NOW HIRING)

Orion Placement

Trust & Estate Attorney

Concord, NH · On-site

$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

$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 ...

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 ...

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 ...

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

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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 ...

Robert Half

Estate Planning Paralegal

Newport Beach, CA · On-site

$85K - $110K/yr

Orange County Firm Seeks Estate Planning Paralegal: NO BILLABLES Established and highly respected ... assist with asset transfers involving real property, business interests, and financial accounts ...

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 ...

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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 Jul 3, 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 is the 5 by 5 rule in estate planning?

The 5 by 5 rule in estate planning refers to the guideline that estate plans should be reviewed and updated at least every five years or after significant life events, whichever comes first. Estate planning assistants often help clients track these updates and ensure documents like wills and powers of attorney remain current.

How hard is it to become a real estate paralegal?

Becoming a real estate paralegal typically requires a high school diploma or associate degree, with many professionals obtaining a paralegal certificate. Relevant skills include knowledge of real estate law, strong organizational abilities, and proficiency with legal research tools; experience in real estate transactions can also be beneficial.

What qualifications do you need to be an estate planner?

To become an estate planning assistant, candidates typically need a bachelor's degree in law, finance, or a related field. Relevant skills include knowledge of estate laws, strong organizational abilities, and proficiency with legal or financial software. Certification is not always required but can enhance job prospects and credibility.

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.

Is estate planning in demand?

Estate planning assistants are in demand due to the aging population and increasing need for estate and trust management services. Professionals in this field should have strong organizational skills and knowledge of legal documents, with job growth expected to align with the broader legal and financial services sectors.
More about Estate Planning Assistant jobs
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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 89% Full Time, and 11% Part Time. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.
Estate Planning Assistant

Estate Planning Assistant

Thomas Talent Network

Naples, FL • On-site

Full-time

Posted 19 days ago

Job description

Our client is seeking an experienced Estate Planning Assistant to support a sophisticated Trusts & Estates practice focused on high-net-worth individuals, estate administration, trust administration, probate matters, and transfer tax planning.

Competitive Base Salary + Benefits

RESPONSIBILITIES:

- Manage estate and trust administration matters from opening through final distribution

- Coordinate collection, valuation, and transfer of estate and trust assets

- Assist with beneficiary distributions and trust settlements

- Prepare probate pleadings, petitions, inventories, accountings, notices, and related filings

- Coordinate electronic filings with Florida courts

- Track probate deadlines and procedural requirements

- Prepare estate inventories and asset schedules

- Assist with preparation of estate tax returns, gift tax filings, and fiduciary income tax returns

- Serve as liaison between attorneys, clients, beneficiaries, and outside advisors

QUALIFICATIONS:

- Minimum 5 years of Florida estate and trust administration experience

- Strong knowledge of probate administration procedures

- Experience with trust administration matters

- Familiarity with estate, gift, and fiduciary income tax filings

- Knowledge of federal transfer tax concepts

- Experience with Florida court e-filing systems

- Proficiency with Microsoft Office Suite

PREFERRED:

- Paralegal Certificate or formal legal training

- Bachelor's Degree

- Experience working with high-net-worth clients

- Experience with estate administration software and trust accounting