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Estate Planning Assistant Jobs (NOW HIRING)

Wealth Inc

Paralegal, Estate Planning

New York, NY · On-site

$90K - $100K/yr

... 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 ...

New

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

$70K - $80K/yr

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 ...

W3Global Inc.

Estate Planning Paralegal

Northbrook, IL · Hybrid

$60K - $70K/yr

Opportunity: Estate Planning Paralegal | Northbrook, IL | Full-time Role Overview We are a ... Collect and organize financial and asset data to assist clients with funding of revocable trusts ...

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How much do estate planning assistant jobs pay per year?

As of Jul 24, 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:
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Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $67,056 per year, or $32.2 per hour.

Paralegal / Non-Attorney Sales / Estate Planning $100k to $150k Salary

MCADOO ESTATE PLANNING LLC

Mineola, NY • On-site

$100K - $150K/yr

Full-time

Medical, PTO

Posted 11 days ago

Job description

Paralegal (Pre-Attorney Sales) Estate Planning
$100k to $150k Salary
We are a black, female owned Estate Planning law firm in Queens and Nassau County, looking for an experienced paralegal to draft documents and meet with clients. Over the past 5 years, we have figured out how to streamline the drafting and review process for paralegals; so that you can focus on your client’s needs and serve them well. As a result, your value will be maximized, and the number of administrative tasks is greatly reduced.
Since we are a flat-rate based firm, there are no billable hours to track. Your time and focus are spent on your clients.
About The Role
The Estate Planning Paralegal role is a full-time, in-office position in Nassau County. We provide extensive training. After learning our methodology and demonstrating Estate Planning knowledge and expertise, you will have the opportunity meet with client prior to their attorney meeting, answering their questions and explaining the “McAdoo Difference.”
Training
You will receive training on Estate Planning concepts, the plans and packages that McAdoo Estate Planning offers, our methods for drafting documents, and our quality assurance procedures. Our team fosters a collaborative environment where you can always turn for support and assistance.
Who We’re Looking For
  • 1 to 5 years of Estate Planning Paralegal experience
  • Experience drafting 50+ Estate Plans
  • The ability to explain why Probate is terrible and Trusts are a more suitable in all cases
  • Elder Law experience a plus 
  • An optimistic and driven attitude
  • Intuitive with great attention to detail 
  • Strong organizational skills
  • Great communication skills and office acumen
  • Confidence to explain legal concepts in plain English

About the Position
  • $100K to $150K
  • Full-time, In-Office
  • Office is in Mineola, Nassau County
  • Paid Time Off
  • Medical Benefits

Responsibilities
  • Prepare legal documents including wills, trusts, and powers of attorney.
  • Assist clients in understanding estate planning options and processes.
  • Conduct client meetings to gather necessary information for estate planning.
  • Manage case files and ensure all documentation is accurate and up-to-date.
  • Provide excellent customer service and follow up with clients post-consultation.
  • Collaborate with attorneys to streamline the estate planning process.
  • Support marketing efforts to promote estate planning services and increase client engagement.

About the Firm
We’re a high volume, client centered Estate Planning law firm with consistent year-over-year growth, with multiple attorneys and locations. We provide the training, systems, and personnel to ensure your success.

How to Apply
Please email your resume and brief cover letter to:
Scott at hr@nycestateplans.com