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Estate Planning Associate Jobs (NOW HIRING)

5 Legal

Trust & Estate Planning Associate

Tampa, FL

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 ...

Jobot

Estate Planning Associate Attorney

Chicago, IL · Hybrid

$120K - $180K/yr

We're currently looking to welcome an experienced Estate Planning Associate Attorney to our growing team. Why join us? ----- Competitive salary and incentive structure Full benefits: medical, dental ...

MIO Partners

Wealth Planning Associate

New York, NY · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Support estate tax calculations and illustrative planning scenarios using approved assumptions and ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Support estate tax calculations and illustrative planning scenarios using approved assumptions and ...

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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 Sep 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 is an estate planning associate?

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 August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Trust & Estate Planning Associate Attorney

Direct Counsel

Tampa, FL

$225K - $260K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Trust & Estate Planning Associate Attorney – Tampa, Florida

Direct Counsel is seeking a Trust & Estate Planning Associate Attorney to join a highly respected Am Law firm in its Tampa office.

This opportunity is ideal for an attorney with 1–3 years of experience in trust and estate planning, or a candidate who has recently completed an LL.M. in Taxation, with a focus on estate planning and related tax matters. The successful candidate will join a sophisticated estate planning practice advising high-net-worth individuals, families, businesses, and charitable organizations.

Key Responsibilities:

  • Draft complex estate planning documents, including wills, trusts, and related instruments.

  • Advise clients on estate, gift, and generation-skipping transfer tax planning strategies.

  • Assist with estate and trust administration matters.

  • Support business succession planning for high-net-worth individuals and family-owned businesses.

  • Prepare federal gift and estate tax returns.

  • Assist with probate proceedings for both taxable and non-taxable estates.

  • Draft charitable giving and tax-exempt organization planning documents.

  • Provide ongoing counseling to individuals and entities regarding wealth transfer and preservation strategies.

  • Collaborate with attorneys across the firm on sophisticated tax and estate planning matters.

Qualifications:

  • J.D. from an ABA-accredited law school.

  • LL.M. in Taxation or 1–3 years of relevant trust and estate planning experience.

  • Active membership and good standing with the Florida Bar.

  • Experience drafting estate planning and related tax documents strongly preferred.

  • Familiarity with estate, gift, and generation-skipping transfer tax issues.

  • Strong legal drafting, research, and analytical skills.

  • Excellent written and verbal communication abilities.

  • Strong interpersonal skills and client-service orientation.

  • Ability to manage multiple matters in a detail-oriented, deadline-driven environment.

  • Outstanding academic credentials.

Why Apply?

This is an excellent opportunity to join a nationally recognized estate planning practice that provides sophisticated tax, trust, and wealth management counsel to a diverse client base. Attorneys in this group benefit from meaningful client interaction, hands-on experience with complex planning matters, and a collaborative environment that supports long-term professional development.

Compensation: $225,000 – $260,000, commensurate with experience and qualifications.

Benefits: Comprehensive benefits package including medical, dental, vision, 401(k), disability and life insurance, adoption assistance, and dependent care support.