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Silverman Schermer, PLLC

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Estate Planning Associate

Fort Lauderdale, FL · On-site

$100K - $140K/yr

Estate Planning Associate - Private Client Group Silverman Schermer, PLLC - Fort Lauderdale, FL Silverman Schermer, a boutique business, tax and estate planning firm, is seeking a motivated associate ...

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Trust & Estate Planning Associate

Tampa, FL · On-site

Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa ... planning documents for high net worth individuals; drafting complex charitable giving documents ...

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Estate Planning Associate information

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$38.5K

$78.3K

$108K

How much do estate planning associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for estate planning associate in the United States is $78,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $91,500.00 per year, depending on experience, location, and employer.

What are Estate Planning Associates?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by Estate Planning Associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an Estate Planning Associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
What cities are hiring for Estate Planning Associate jobs? Cities with the most Estate Planning Associate 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 Associate jobs? States with the most job openings for Estate Planning Associate jobs include:
Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Estate Planning Associate

Silverman Schermer, PLLC

Fort Lauderdale, FL • On-site

$100K - $140K/yr

Full-time

Medical, Retirement, PTO

Posted 12 days ago

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Job description

Estate Planning Associate – Private Client Group

Silverman Schermer, PLLC – Fort Lauderdale, FL

Silverman Schermer, a boutique business, tax and estate planning firm, is seeking a motivated associate attorney to join our growing team in the Private Client group. This role is designed for a practicing attorney who is looking to build or deepen a sophisticated estate planning and private client practice serving high net worth individuals, families, and closely held business owners.

About the Role

 

The associate will work alongside senior attorneys in our Private Client group, which serves entrepreneurial families, business owners, and high net worth individuals across a broad range of planning and administration matters. Our practice integrates estate planning, tax, and business succession work in a way that reflects the complexity of our clients’ lives and enterprises. Prior estate planning experience is preferred but not required — we are most interested in candidates with the right foundation and the ambition to develop a meaningful practice in this area.

Responsibilities

 

              •            Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives.

              •            Assist with sophisticated planning strategies for high net worth clients, including wealth transfer, asset protection, and business succession structures.

              •            Conduct legal research and prepare memoranda on tax issues affecting estate plans, trust administration, and business ownership transitions.

              •            Support attorneys in estate and trust administration matters.

              •            Collaborate on integrated planning engagements that span estate planning, entity structure, and transactional work for private client families and their operating companies.

Qualifications

 

              •            J.D. from an accredited law school; Florida Bar admission required (or eligibility and commitment to sit for the Florida Bar).

              •            Approximately two years of experience in private practice; estate planning, taxation, or probate experience is preferred but not required.

              •            Undergraduate background in finance, accounting, or a related business discipline is a plus.

              •            Strong research, writing, drafting, and interpersonal skills.

              •            Professional, detail-oriented, and comfortable working directly with high net worth clients and in a collaborative, close-knit firm environment.

Compensation

 

Salary is competitive and commensurate with experience.

This position offers the opportunity to practice alongside experienced transactional and estate planning attorneys in a firm where associates receive meaningful client exposure and substantive responsibility from the outset. Candidates who are intellectually curious, business-minded, and drawn to the complexity of private client work are encouraged to apply.