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Estate Planning Assistant Jobs (NOW HIRING)

Robert Half

Estate Planning Attorney

Los Gatos, CA · On-site

$100K - $130K/yr

We are looking for an Estate Planning Attorney to support clients with a wide range of matters ... file records. * Assist with trust and estate administration tasks by tracking required ...

Law Firm

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Estate Planning Paralegal

Phoenix, AZ · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... assist with gathering signature pages; 3. Prepare and proofread estate planning documents, manage pre and post-execution matters and assist with preparing binders for clients; 4. Handle entity ...

New

Dunes Law Firm - Real Estate, Estate Planning, Business Law - Myrtle Beach, SC

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Estate Planning, Probate & Real Estate Attorney

Myrtle Beach, SC · On-site

$65K - $85K/yr

  • Medical

  • Retirement

  • PTO

Estate Planning: Attend initial client meetings, assess client needs, draft and review estate ... Probate: Assist clients with administration of probate estates and trusts. * Real Estate: Review ...

Bonham Solutions

Attorney - Estate Planning

Hartford, CT · On-site

$120K - $160K/yr

Handle estate planning matters including wills, trusts, powers of attorney, and related documents * Assist with probate, trust administration, and estate settlement matters * Advise clients on ...

Bonham Solutions

Attorney - Estate Planning

Marietta, GA · On-site

$120K - $160K/yr

Guide families through the probate and estate administration processes with empathy and efficiency. * Assist clients with long-term care planning, Medicaid asset protection, etc Qualifications ...

Wealth Inc

Paralegal, Estate Planning

New York, NY · On-site

$90K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... can assist with first-line legal support * Stay current on developments in trusts and estates ... Solid understanding of estate planning structures including revocable and irrevocable trusts, wills ...

Bonham Solutions

Estate Planning Attorney

Atlanta, GA · On-site

$120K - $160K/yr

Guide families through the probate and estate administration processes with empathy and efficiency. * Assist clients with long-term care planning, Medicaid asset protection, etc Qualifications ...

Bonham Solutions

Estate Planning Attorney

Roswell, GA · On-site

$100K - $160K/yr

Guide families through the probate and estate administration processes with empathy and efficiency. * Assist clients with long-term care planning, Medicaid asset protection, and related elder law ...

Robert Half

Estate Planning Paralegal

Seattle, WA · On-site

$32 - $40/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Robert Half is partnering with a law firm in the Seattle, WA to identify an Estate Planning Paralegal who is ready to IMMEDIATELY jump in to assist and possibly join their team. This position offers ...

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

$70K - $80K/yr

  • Medical

  • Vision

  • Retirement

  • PTO

Wellness resources Estate Planning Paralegal The Harbor Lawyers Greater Houston (On-site) The ... Billing and Project Support: Assist with billing and invoicing, including coordination with ...

Jobot

Estate Planning Attorney

Jacksonville, FL

$180K - $300K/yr

Advise clients on estate planning methods, tax considerations, and asset protection techniques * Assist with probate proceedings, including preparing required filings, representing clients in court ...

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Estate Planning Assistant information

See salary details

$19.5K

$67.1K

$98.5K

How much do estate planning assistant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for estate planning assistant in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 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.
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Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Estate Planning Attorney

Robert Half

Los Gatos, CA • On-site

$100K - $130K/yr

Full-time

Posted 15 days ago

Job description

We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records.
Responsibilities:
• Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements.
• Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts.
• Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties.
• Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission.
• Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters.
• Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records.
• Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.• Active license to practice law and the ability to work in an attorney capacity on estate-related matters.
• Demonstrated experience in estate planning, probate, and estate administration.
• Working knowledge of trust administration processes and trust accounting principles.
• Ability to prepare legal motions, briefs, and other court-ready documents with strong attention to detail.
• Familiarity with probate law, conservatorships, and related court procedures.
• Experience handling discovery or civil litigation tasks is valued.
• Strong written communication and organizational skills for managing multiple active matters.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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