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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 ...

Orion Placement

Estate Planning Paralegal

Sarasota, FL · Hybrid

$65K - $85K/yr

Experienced Estate Planning Legal Assistants are encouraged to apply. About Us We are a well-established Florida law firm dedicated to helping individuals, families, and business owners protect what ...

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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 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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$19.5K

$67.1K

$98.5K

How much do estate planning assistant jobs pay per year?

As of Aug 14, 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?

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.
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Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% 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 • On-site

Full-time

Medical, Life

Re-posted 3 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.