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Estate Planning Assistant Jobs in Silver Spring, MD

Jobot

Estate Planning & Administration Attorney

Mclean, VA · On-site

$110K - $160K/yr

Counsel trustees, executors, and fiduciaries regarding trust and estate administration. * Assist ... Estate planning and estate administration experience * Strong drafting skills * Experience working ...

Vertis Wealth

Estate and Document Attorney

Laurel, MD · On-site

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients ...

Vertis Wealth

Estate and Document Attorney

Laurel, MD · Remote

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients ...

Orion Placement

Estates and Trusts Attorney

Arlington, VA · On-site

$85K - $130K/yr

... planning documents in partnership with paralegals and support staff * Guide fiduciaries through the full estate and trust administration process, from initial intake through final closing * Assist ...

Addison Group

Legal Assitant

Fairfax, VA · On-site

$24 - $27/hr

Draft, format, and proofread estate planning documents, including wills, trusts, powers of attorney, and healthcare directives * Assist with probate and trust administration, including preparation ...

Addison Group

Legal Assitant

Fairfax, VA · On-site

$24 - $27/hr

Draft, format, and proofread estate planning documents, including wills, trusts, powers of attorney, and healthcare directives * Assist with probate and trust administration, including preparation ...

Addison Group

Legal Assitant

Fairfax, VA · On-site

$24 - $27/hr

Draft, format, and proofread estate planning documents, including wills, trusts, powers of attorney, and healthcare directives * Assist with probate and trust administration, including preparation ...

ROCS

Administrative and Legal Assistant

Herndon, VA · On-site

This individual will play a key role in managing case files, preparing estate planning documents ... File legal documents both in person and electronically as required. * Assist in organizing and ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

... * Assist our engineering and product teams with prioritizing and creating product plans and roadmaps * Research and present investment strategies * Coordinate tax filing and estate planning What will ...

Katten

Real Estate Assistant

Washington, DC · On-site

... planning, private credit and private wealth. Katten represents public and private companies in ... Real Estate Assistant For those contemplating law school, this is an opportunity to work under the ...

Katten

Real Estate Assistant

Washington, DC · Hybrid

... planning, private credit and private wealth. Katten represents public and private companies in ... Real Estate Assistant For those contemplating law school, this is an opportunity to work under the ...

MedStar Health

Executive Assistant

Columbia, MD · On-site

$65K - $117K/yr

MedStar Health is seeking an experienced, proactive, and highly organized Executive Assistant to ... Bonus Experience Candidates with experience in philanthropy, planned giving, estate planning, legal ...

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All JobsEstate Planning JobsEstate Planning Assistant JobsEstate Planning Assistant Jobs in Silver Spring, MD

Estate Planning Assistant information

See Silver Spring, MD salary details

$20.2K

$69.3K

$101.8K

How much do estate planning assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for estate planning assistant in Silver Spring, MD is $69,321.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $83,200.00 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.

What are the most commonly searched types of Estate Planning jobs in Silver Spring, MD?

The most popular types of Estate Planning jobs in Silver Spring, MD are:

What are popular job titles related to Estate Planning Assistant jobs in Silver Spring, MD?

For Estate Planning Assistant jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Estate Planning Assistant jobs in Silver Spring, MD look for?

The top searched job categories for Estate Planning Assistant jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Estate Planning Assistant jobs?

Cities near Silver Spring, MD with the most Estate Planning Assistant job openings:

Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in Silver Spring, MD as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $69,321 per year, or $33.3 per hour.

Estate Planning & Administration Attorney

Jobot

Bethesda, MD

$135K - $185K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Associate Attorney- Estate Planning & Trust Administration Sophisticated Trusts & Estates Practice | Bethesda, MD | 1,650 Billable Hour Target
This Jobot Job is hosted by: Anne-Laure McGrory
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $135,000 - $185,000 per year
A bit about us:
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Founded decades ago and based in Bethesda, Maryland, we are a highly respected boutique law firm dedicated to providing sophisticated legal counsel in estate planning, trust and estate administration, and family law throughout the Washington, D.C. metropolitan area. Our attorneys are recognized for combining deep technical knowledge with practical advice and personalized client service. We foster a collaborative, collegial environment where attorneys have the opportunity to work on sophisticated matters while building long-term client relationships and maintaining an excellent quality of life.
Why join us?
---------
Competitive Compensation
401(k): Participation beginning on your first day
Comprehensive Benefits: Medical, Dental, Vision, Life & Long-Term Disability Insurance
Flexible Spending Account (FSA)
Employee Assistance Program
Professional Development Assistance
Generous PTO & Paid Holidays
Collaborative Boutique Environment: Work alongside highly respected Trusts & Estates attorneys in one of the region's premier estate planning practices
Work-Life Balance: 1,650 annual billable hour target
Established Reputation: Over four decades serving clients throughout the Washington metropolitan area
Job Details
---------
Key Responsibilities & Duties:
  • Draft sophisticated estate planning documents including wills, revocable trusts, irrevocable trusts, powers of attorney, and advance medical directives
  • Manage estate and trust administration matters from inception through completion
  • Advise fiduciaries regarding trust and estate administration
  • Prepare and review probate filings and related court documents
  • Counsel clients regarding estate planning strategies and wealth preservation
  • Assist clients with estate settlement and trust administration issues
  • Communicate directly with clients, financial advisors, accountants, and other professionals
  • Conduct legal research related to estate planning, fiduciary matters, and taxation
  • Maintain strong client relationships through exceptional service and responsiveness
  • Handle sophisticated estate planning matters with minimal supervision

Qualifications:
  • Juris Doctor (JD) from an accredited law school
  • Active state bar license (Maryland preferred; waiver/reciprocity may be considered)
  • Minimum 5 years of experience practicing Trusts & Estates law
  • Strong experience with estate and trust administration
  • Significant drafting experience involving sophisticated estate planning documents
  • Experience advising fiduciaries and administering estates
  • Strong understanding of probate and trust administration
  • Excellent written and verbal communication skills
  • Ability to independently manage matters while working collaboratively within a team
  • LL.M. in Taxation is a strong plus

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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About Jobot

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Jobot is a revolutionary Recruiting Rirm that combines the latest in AI technology with our custom software, Jax, and partners it with Jobot Pros experienced recruiters to fill jobs and provide incredible service to our clients and candidates in the process. We are disrupting the Recruiting space and have grown from 0 to over 750 folks in 5 years. Jobot is committed to workplace flexibility. Come join us at the beautiful Jobot House in Newport Beach, CA or work from anywhere in the United States with strong WiFi. We have recruiters in New York, Hawaii and all over the US. We typically fly top performers to California a few times a year to enjoy the weather and celebrate in style.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

2018

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