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

Eide Bailly LLP

Tax Manager - High Net Worth Tax

Irvine, CA

$123K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... to assist them with the transition of wealth from one generation to the next. A typical day as a ... Performing technical research on individual, trust and estate planning and compliance matters for ...

Eide Bailly LLP

Tax Manager - High Net Worth Tax

Irvine, CA

$123K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... to assist them with the transition of wealth from one generation to the next. A typical day as a ... Performing technical research on individual, trust and estate planning and compliance matters for ...

Eide Bailly LLP

Tax Manager - High Net Worth Tax

Irvine, CA · On-site

$123K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... to assist them with the transition of wealth from one generation to the next. A typical day as a ... Performing technical research on individual, trust and estate planning and compliance matters for ...

Colorado Railroad Museum

Tax Manager - High Net Worth Tax

Irvine, CA · On-site

$123 - $153/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... to assist them with the transition of wealth from one generation to the next. A typical day as a ... Performing technical research on individual, trust and estate planning and compliance matters for ...

Withum

Gift & Estate Valuation Associate

Irvine, CA · On-site

$65K - $90K/yr

The team's work spans gift and estate tax planning, financial reporting, transaction advisory ... Additionally, candidate may assist on valuations for financial reporting and advisory purposes ...

Withum

Gift & Estate Valuation Associate

Irvine, CA · On-site

$65K - $90K/yr

The team's work spans gift and estate tax planning, financial reporting, transaction advisory ... Additionally, candidate may assist on valuations for financial reporting and advisory purposes ...

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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 Aug 18, 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 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.

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 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 August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $69,957 per year, or $33.6 per hour.

Career In Real Estate

Keller Williams Riverside

Riverside, CA

$135K/yr

Full-time

Re-posted 10 days ago

Job description

We are looking for motivated individuals who want to start a career in real estate with a clear path from licensing education into building an active real estate business and earning rewarding commissions. This opportunity provides the structure, resources, and guidance to help you understand the industry while preparing to become a productive real estate professional.

You will begin with state-approved pre-licensing education while gaining exposure to the activities successful agents use to create business. Instead of only learning coursework, you will have the opportunity to become familiar with prospecting, client communication, relationship building, market knowledge, and the daily routines that support consistent production.

As you progress toward your real estate license, you will develop a better understanding of how agents find clients, create appointments, work with buyers and sellers, and manage opportunities. Coaching and practical guidance will help you prepare for the transition from completing your licensing requirements to beginning your real estate career.

Once licensed, the focus shifts toward taking consistent action, having real client conversations, and developing the skills needed to generate business. You will continue learning through training, accountability, and support as you work toward building a sustainable real estate career.

If you are ready to complete your licensing requirements and begin building your business, apply today.

Compensation:

$135,000 at plan commissions


Responsibilities:
  • Guide clients through the home buying and selling process, ensuring a seamless and positive experience.
  • Develop and maintain a comprehensive understanding of the local real estate market to provide clients with informed advice.
  • Engage in proactive prospecting activities to generate new leads and expand your client base.
  • Foster strong relationships with clients by maintaining regular communication and providing exceptional service.
  • Collaborate with team members to share insights and strategies for achieving sales goals.
  • Utilize digital tools and platforms to enhance marketing efforts and increase property visibility.
  • Attend industry events and networking opportunities to build professional connections and stay updated on market trends.

Qualifications:
  • Experience in completing state-approved pre-licensing coursework for real estate.
  • Ability to build and manage client relationships using proven systems.
  • Proven track record of maintaining professionalism and effective communication.
  • Willingness to attend training and coaching sessions to enhance sales and business skills.
  • Ability to assist clients with buying and selling real estate, adhering to established models.
  • Commitment to continuous learning and development in the real estate industry.
  • Strong organizational skills to manage multiple client interactions and transactions.

About Company

At Keller Williams Riverside, you will find more than just an office. You will discover the number one real estate community in all of Riverside, where culture and education come together to build lasting success. Who you work with matters, and our office is built on collaboration, integrity, and growth. Agents here gain access to amazing coaching, hands-on training, and proven systems that help you learn to master every stage of the real estate process. Our commitment to culture ensures you are surrounded by like-minded professionals who support one another’s achievements and celebrate success together. From skill-building classes to business planning and mentorship from top producers, you will be equipped with the tools and guidance needed to reach your goals. Whether you are just starting your career or expanding your production, Keller Williams Riverside is the place where education, culture, and opportunity create momentum.