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Estate Planning Assistant Jobs (NOW HIRING)

W3Global Inc.

Attorney - Estate Planning

Mankato, MN

$100K - $175K/yr

Implement asset protection strategies. * Assist with long-term care and Medicaid planning. * Handle ... Guide clients through important estate, business, and succession decisions. * Work closely 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 ...

FarrLaw Firm

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Estate Planning Paralegal

Punta Gorda, FL · On-site

Proficiency in Microsoft Office (especially Outlook and Word) * 2+ years of experience in probate or estate planning (paralegal or legal assistant) * Knowledge of fiduciary accounting is a plus

Robert Half

Estate Planning Associate

Los Angeles, CA · On-site

$150K - $250K/yr

... Assist with business succession planning, charitable planning, and related transactional matters • Conduct tax research involving entity formation, reorganizations, real estate exchanges ...

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Estate Planning Assistant information

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$19.5K

$67.1K

$98.5K

How much do estate planning assistant jobs pay per year?

As of Jun 11, 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 common mistakes to avoid in estate planning?

Estate planning assistants should ensure all documents are accurate, up-to-date, and legally valid to prevent disputes or invalidations. Common mistakes include failing to update plans after life changes, neglecting to specify beneficiaries clearly, and overlooking necessary legal or tax considerations. Attention to detail and thorough review are essential to avoid costly errors in estate plans.

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 ensuring that beneficiaries are designated to receive assets within five years of the estate owner's passing and that estate plans are reviewed and updated every five years. Estate planning assistants often help clients implement these timelines by managing documents and schedules to ensure compliance and accuracy.

What does an estate planning legal assistant do?

An estate planning legal assistant supports attorneys by preparing legal documents such as wills, trusts, and powers of attorney. They organize client information, conduct research, and use legal software to ensure accurate and efficient estate planning processes.

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 in estate planning roles.

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:
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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

Law Offices Of David L Carrier P C

Grand Rapids, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description


The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids.

Our firm is open to candidates who are just beginning their career and are searching for their first attorney position and we are also open to attorneys who are searching for a different area of law or who want to work on a part-time basis. The firm will train the right individual who have the passion for estate planning law to assist our clients in safeguarding their assets and estate. We have satellite locations in Holland, Portage and Norton Shores. Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients.

We encourage you to apply for this great opportunity!

Job Details:

We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful.

What we are looking for in an attorney:

  • Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred
  • Someone dynamic, driven, and dedicated
  • Someone committed to the success of the firm. Our success is your success!
  • Someone who is compassionate, as elder law and estate planning is sensitive work
  • Someone who truly enjoys talking with and helping people
  • Someone who has confidence and is a problem solver
  • You must be a member of the Michigan Bar to apply

Job responsibilities will include but are not limited to:

  • Meeting with clients to answer questions and propose an estate plan for them
  • Handling the sales aspects of the first meeting, “closing the deal”
  • Following up with clients that you met with if you were not able to “close the deal” at the initial meeting
  • Meeting with clients to review their estate plans that may be outdated
  • Having direct contact with clients via phone, virtual, and in-person
  • Creating posts for our various marketing platforms, including writing articles, blogs, etc.

You will stand out as a candidate if:

  • You have experience or interest in Estate Planning and/or Elder Law
  • You have an existing client base and have experience with bringing in your own clients

This is a salaried position, with a commission structure.

Benefits:

  • Medical and Dental
  • Teladoc
  • EyeMed Vision
  • Short-term Disability
  • PTO and Holidays
  • Pine Rest – Employee Assistance Program (EAP)
  • 401(k) with 3% match


This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.