ZipRecruiter

Log In

1

Estate Planning Assistant Jobs (NOW HIRING)

Bonham Solutions

Estate Planning Attorney

Hempstead, NY

$130K - $160K/yr

About the Opportunity The firm is seeking an attorney with prior estate planning experience who can confidently assist clients with planning, wealth preservation, and related matters. Candidates with ...

Equivity, Inc.

Estate Planning Paralegal

Dallas, TX · 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 ...

next page

Showing results 1-20

All JobsEstate Planning Assistant Jobs

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 Jun 9, 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 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.
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 86% Full Time, 11% 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.

Estate Planning Attorney

Bonham Solutions

New York, NY • On-site

Full-time

Posted 4 days ago

Job description

An established law firm is seeking an Estate Planning Attorney to join its growing practice in New York City. This is an excellent opportunity for an attorney who enjoys meaningful client relationships, sophisticated planning work, and the opportunity to work closely with firm leadership in a collaborative, hands-on environment. The firm is led by an experienced attorney and supported by a strong team of paralegals and administrative staff, allowing attorneys to focus on delivering high-quality legal services while receiving ample support. The practice is centered on helping clients navigate complex estate planning, elder law, and related matters.

Position Highlights:

  • Established mid-sized firm that has an excellent reputation and is continuing to grow steadily
  • Strong support staff in place, including experienced paralegals and administrative personnel
  • Opportunity for substantial client interaction and hands-on responsibility
  • Stable practice with long-term growth potential

Responsibilities:

  • Draft and oversee estate planning documents including wills, trusts, powers of attorney, and healthcare directives
  • 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 relationships with professionalism, empathy, and responsiveness
  • Collaborate with support staff to ensure efficient case handling and excellent client service

Qualifications:

  • Active New York Bar license in good standing
  • 2–5+ years of New York-specific trusts/estates experience required
  • Prior experience in estate planning required
  • Probate, estate administration, elder law, or related experience will also be considered
  • Strong drafting, communication, and organizational skills
  • Comfortable working in a boutique environment with direct responsibility and client contact

Compensation & Benefits:

  • Competitive salary depending on experience plus bonuses available
  • Opportunity to join a respected boutique practice with strong mentorship and autonomy
  • Supportive team environment with direct exposure to sophisticated client matters

Apply today to learn more about this excellent opportunity!