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Estate Planning Assistant Jobs in Silver Spring, MD

Kroll

Analyst, Real Estate Advisory

Washington, DC · On-site

$60K - $90K/yr

... planning purposes. Our services help owners and investors maximize property values. Our Analysts ... Review industry surveys and benchmarks, economic and demographic trends * Assist with preparing and ...

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Ceritypartners

Senior Tax Manager

Baltimore, MD · On-site +1

Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking. Be willing if needed to occasionally assist in preparing complex real estate partnership returns ...

Ceritypartners

Senior Tax Manager

Reston, VA · On-site +1

Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking. Be willing if needed to occasionally assist in preparing complex real estate partnership returns ...

Chowdhury Divorce Law Group

Family Law Paralegal

Fairfax, VA · On-site +1

$51K - $71K/yr

Our family law and estate planning firm in Fairfax, Virginia is looking for an experienced paralegal to assist the attorneys in preparing and organizing various legal documents for upcoming cases and ...

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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 Sep 5, 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, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $69,321 per year, or $33.3 per hour.

VP, Assistant Branch Manager - Gaithersburg, MD

Charles Schwab Inc.

Gaithersburg, MD • On-site

$104K - $174K/yr

Full-time

Re-posted 12 days ago

Job description

Your Opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to center your work around development and growth - for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.
In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.
What you have
Required Qualifications:
  • Bachelor's degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required
  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
  • Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.

Preferred Qualifications:
  • A minimum of 5 years in the financial services industry with leadership experience preferred
  • Ability to provide ongoing employee coaching, development, and recognition
  • Demonstrated business development experience with a strong drive for results
  • Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
  • Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results
  • A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
  • CFP® designation is preferred
  • Strong brokerage and industry knowledge

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process.

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