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Estate Planning Assistant Jobs in Silver Spring, MD

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 · 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 ...

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 ...

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 ...

CivicMinds, Inc.

Financial Advisor

Washington, DC · On-site

... , Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA) * Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client ...

New

Avison Young

Assistant Property Manager

Tysons, VA

$70K - $82K/yr

Real estate can have a significant positive impact on people's lives - and we're in the business of ... Planning: * Assist as needed in the development and preparation of a variety of budgets, financial ...

Avison Young

Assistant Property Manager

Tysons, VA

$70K - $82K/yr

Real estate can have a significant positive impact on people's lives - and we're in the business of ... Planning: * Assist as needed in the development and preparation of a variety of budgets, financial ...

Avison Young

Assistant Property Manager

Tysons, VA · On-site

$70K - $82K/yr

Real estate can have a significant positive impact on people's lives - and we're in the business of ... Planning: * Assist as needed in the development and preparation of a variety of budgets, financial ...

Range

Senior Financial Planner

Mclean, VA · On-site

... * 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 Paralegal

Washington, DC · Hybrid

... planning, private credit and private wealth. Katten represents public and private companies in ... Coordinate and assist with documentation for closing and post-closing requirements. * Perform lease ...

Katten

Real Estate Paralegal

Washington, DC · On-site

... planning, private credit and private wealth. Katten represents public and private companies in ... Coordinate and assist with documentation for closing and post-closing requirements. * Perform lease ...

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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 23, 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 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 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, 89% Full Time, 8% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $69,321 per year, or $33.3 per hour.

Private Client Services Associate Attorney (Midlevel) - Chicago

Direct Counsel

Washington, DC • On-site

$365K - $420K/yr

Other

Medical, Dental, Vision, Retirement

Posted yesterday

New

Job description

Private Client Services Associate Attorney - Midlevel

Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.

4–6 Years Experience | Multiple Locations

The Role
  • Advise individuals and families on sophisticated estate and tax planning.
  • Handle complex trust and estate administration, including trust modifications and decanting.
  • Advise on business interests, unique assets, transfer tax matters, and family office structures.
  • Assist with tax controversy matters before the IRS.
  • Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
  • 4–6 years of trust and estate planning/administration experience.
  • Strong transactional and estate planning background.
  • Excellent drafting, analytical, and communication skills.
  • Strong academic credentials.
  • LL.M. in Taxation preferred but not required.
Compensation & Benefits
  • $365,000–$420,000 annual salary, depending on experience.
  • Discretionary bonus
  • 401(k)
  • Medical, dental, and vision insurance
  • Paid holidays and leave
  • Family care benefits

Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York, NY | San Francisco, CA | Washington, D.C.

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