ZipRecruiter

Log In

1

Estate Planning Assistant Jobs in Riverside, CA (NOW HIRING)

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 ...

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 ...

Holstrom, Block & Parke, APLC

Be Seen First

Legal Assistant

Corona, CA · On-site

$17 - $22/hr

Holstrom, Block & Parke, a Professional Law Corporation, is seeking a full-time Legal Assistant for ... Holstrom, Block & Parke is a growing multi-office family law, probate, and estate planning firm ...

PacSun

Director, Real Estate

Anaheim, CA · On-site

$180K - $230K/yr

Real Estate Strategy & Planning : Assist in the execution of a comprehensive real estate strategy aligned with business objectives, ensuring profitable expansion and optimization of the retail ...

Holstrom, Block & Parke, APLC

Be Seen First

Intake Specialist

Corona, CA · On-site

$18 - $22/hr

Applicants should have knowledge of family law, Estate Planning, Probate, Trust Administration and ... follow up after retention · Assist on cases as needed by faxing, mailing, drafting any ...

JBA International

Trust Administration Attorney

Irvine, CA · On-site

$150K - $225K/yr

Mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex ... Working with paralegals, legal assistants, and other attorneys * Engage in direct communications ...

next page

Showing results 1-20

All JobsEstate Planning JobsEstate Planning Assistant JobsEstate Planning Assistant Jobs in Riverside, CA

Estate Planning Assistant information

See Riverside, CA salary details

$20.3K

$70K

$102.8K

How much do estate planning assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for estate planning assistant in Riverside, CA is $69,957.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $84,000.00 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.
What are popular job titles related to Estate Planning Assistant jobs in Riverside, CA? For Estate Planning Assistant jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Estate Planning Assistant jobs in Riverside, CA look for? The top searched job categories for Estate Planning Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Estate Planning Assistant jobs? Cities near Riverside, CA with the most Estate Planning Assistant job openings:
Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in Riverside, CA as of July 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $69,957 per year, or $33.6 per hour.

Estate Planning Paralegal

Law Firm

Tustin, CA • On-site

$55K - $70K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 24 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

About the Firm:
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 Administration.
Role Overview:
As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients.

Pay: Pay is contingent upon experience.
Primary Responsibilities:

  • Estate Planning Paralegal Tasks:
    • Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software
    • Notarize estate planning documents
    • Perform some legal research
    • Assist with phone answering and intake
    • Calendaring and scheduling appointments
    • Input legal costs into client files using legal software
    • Assist in drafting trust administration documents
  • Other Duties:
    • Billable hours per day
    • Quickly learn the basics of our other firm offerings
    • Obtain Notary License (Firm will cover associated costs)


Required Skills and Qualifications:

  • Minimum of 2 year of relevant experience
  • Excellent written and oral communication skills
  • Strong organizational and multitasking abilities
  • Must be detail-oriented and proactive
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to work well in a team environment with attorneys and fellow paralegals
  • Must have a stable work history
  • Worked with any estate planning software

Work Environment & Schedule:

This position will begin as an in-office role, with the opportunity to transition to a hybrid schedule based on performance and team needs.

  • Flexible scheduling options available:

    • Four 10-hour days (one full weekday off)

    • Four 9-hour days + half-day Friday

    • Standard 8-hour Monday–Friday schedule

  • Must be okay with small dogs in the workplace