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Estate Planning Assistant Jobs (NOW HIRING)

Bonham Solutions

Attorney - Estate Planning

Hartford, CT

$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 ...

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Bonham Solutions

Estate Planning Attorney

New York, NY

$120K - $250K/yr

Advise clients on estate planning strategies, asset protection, and elder law matters * Assist with probate, estate administration, and Surrogate's Court matters as needed * Manage client ...

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Bonham Solutions

Attorney - Estate Planning

Marietta, GA

$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 ...

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Equivity, Inc.

Estate Planning Paralegal

Fresno, CA · Remote

$25/hr

Draft estate planning documents, including revocable and irrevocable trusts, wills, powers of ... goals * Assist with complex or customized drafting scenarios, including trust provisions ...

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Equivity, Inc.

Estate Planning Paralegal

Montgomery, AL · Remote

$25/hr

Draft estate planning documents, including revocable and irrevocable trusts, wills, powers of ... goals * Assist with complex or customized drafting scenarios, including trust provisions ...

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Bonham Solutions

Estate Planning Attorney

Roswell, GA

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 ...

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ANDREW C SIGERSON PC LLO

Estate Planning Attorney

Minot, ND · On-site

$60K - $75K/yr

Estate Planning Attorney Location: 7 Third Street SE, Suite 202 Minot, North Dakota 58701 If you ... Asset Distribution: Assist clients in ensuring their assets are distributed according to their ...

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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 Jul 3, 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, and why are they important?

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 is the 5 by 5 rule in estate planning?

The 5 by 5 rule in estate planning refers to the guideline that estate plans should be reviewed and updated at least every five years or after significant life events, whichever comes first. Estate planning assistants often help clients track these updates and ensure documents like wills and powers of attorney remain current.

How hard is it to become a real estate paralegal?

Becoming a real estate paralegal typically requires a high school diploma or associate degree, with many professionals obtaining a paralegal certificate. Relevant skills include knowledge of real estate law, strong organizational abilities, and proficiency with legal research tools; experience in real estate transactions can also be beneficial.

What qualifications do you need to be an estate planner?

To become an estate planning assistant, candidates typically need a bachelor's degree in law, finance, or a related field. Relevant skills include knowledge of estate laws, strong organizational abilities, and proficiency with legal or financial software. Certification is not always required but can enhance job prospects and credibility.

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.

Is estate planning in demand?

Estate planning assistants are in demand due to the aging population and increasing need for estate and trust management services. Professionals in this field should have strong organizational skills and knowledge of legal documents, with job growth expected to align with the broader legal and financial services sectors.
More about Estate Planning Assistant jobs
What cities are hiring for Estate Planning Assistant jobs? Cities with the most Estate Planning Assistant job openings:
What are the most commonly searched types of Estate Planning jobs? The most popular types of Estate Planning jobs are:
What states have the most Estate Planning Assistant jobs? States with the most job openings for Estate Planning Assistant jobs include:
What job categories do people searching Estate Planning Assistant jobs look for? The top searched job categories for Estate Planning Assistant jobs are:
Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Estate Planning Attorney

Smart Systematic Recruiting

New York, NY • Hybrid

$120K - $130K/yr

Full-time

Posted 14 days ago

Be an early applicant

Job description

Estate Planning Attorney (Probate, Guardianships, Medicaid Planning) Hybrid

New York, NY / Hackensack, NJ

Salary: $120,000 $130,000

Hybrid Schedule | Temp-to-Perm Opportunity

NY Wills & Estates is seeking an experienced Estate Planning Attorney to join our growing team. This hybrid role offers the opportunity to handle meaningful client work in probate, guardianships, estate planning, and Medicaid planning while collaborating closely with Managing Attorney Vlad Portnoy.

If you are an attorney who enjoys working directly with clients, managing estate matters from start to finish, and practicing in Surrogates Court, this position offers a strong opportunity for professional growth in a supportive and highly professional environment.

This position begins as a temporary role with the intention of transitioning to a permanent position after a 90-day evaluation period.


Responsibilities
  • Manage probate and estate administration matters in Surrogates Court
  • Draft wills, trusts, powers of attorney, and healthcare proxies
  • Assist with Medicaid planning and eligibility strategies
  • Draft and support special needs trusts
  • Prepare and file Article 81 guardianship petitions
  • Appear in Mental Hygiene Court when necessary
  • Meet with clients and provide consultation regarding estate planning matters
  • Draft petitions, motions, and supporting legal documents
  • Manage deadlines and communications within the firms case management system
  • Conduct legal research and collaborate on case strategy
  • Participate in weekly and monthly case review meetings

Qualifications
  • Licensed attorney in New York or New Jersey
  • 57 years of experience in estate planning, probate, or Surrogates Court matters
  • Strong client consultation and communication skills
  • Experience drafting estate planning documents
  • Ability to manage a varied caseload independently
  • Highly organized and detail-oriented

Preferred Qualifications

  • Licensed in both New York and New Jersey
  • Experience with Medicaid planning
  • Experience with Article 81 guardianships
  • Special needs planning experience
  • Litigation experience

Technology Used

  • Caret Legal
  • WealthCounsel
  • LexisNexis
  • Microsoft Office
  • Adobe Acrobat
  • Google Calendar
  • Zoom
  • Microsoft Teams
  • ACRIS

AboutNY Wills & Estates

At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, wed love to have you on our team.