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Estate Planning Associate Jobs (NOW HIRING)

Robert Half

Estate Planning Associate

Los Angeles, CA · On-site

$150K - $250K/yr

High-End Firm Seeks Estate Planning Associate A highly regarded law firm is seeking an Estate Planning Associate to join its sophisticated transactional practice. This established firm advises high ...

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 ...

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 ...

Silverman Schermer, PLLC

Be Seen First

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 ...

5 Legal

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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$38.5K

$78.3K

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How much do estate planning associate jobs pay per year?

As of Jun 7, 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 May 2026, with employment types broken down into 95% Full Time, 1% 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

Estate Planning Associate

Robert Half

Los Angeles, CA • On-site

$150K - $250K/yr

Full-time

Medical, Retirement, PTO

Posted 15 days ago

Job description

High-End Firm Seeks Estate Planning Associate



A highly regarded law firm is seeking an Estate Planning Associate to join its sophisticated transactional practice. This established firm advises high net worth individuals, business owners, and families on complex estate planning, tax planning, and business succession matters. The Estate Planning Associate will work closely with prominent clients on advanced planning strategies involving trusts, tax minimization, charitable giving, and business transactions. This is an excellent opportunity for an Estate Planning Associate seeking sophisticated work, mentorship, and a long-term partnership track within a collaborative boutique environment.


Estate Planning Associate Responsibilities:

• Draft and implement sophisticated estate planning strategies for high net worth individuals and families

• Handle gift tax and estate tax planning matters designed to preserve generational wealth and minimize transfer taxes

• Advise clients regarding probate and trust administration matters

• Assist with business succession planning, charitable planning, and related transactional matters

• Conduct tax research involving entity formation, reorganizations, real estate exchanges, compensation planning, and related issues


Hours: LOW BILLABLES

• Low billable requirement of 1,600 hours annually


Perks:

• Sophisticated estate planning and tax work for high-profile clientele

• Firm culture prioritizes work-life balance and long-term attorney development

• No attorneys billed more than 1,600 hours last year

• Opportunity to build a long-term book of business and partnership track

• We’ve placed attorneys with the firm who value the sophisticated practice and collaborative environment


Salary:

• Base salaries $115,000-$220,000 (DOE)

• Guaranteed bonus structure based on collections plus discretionary bonus opportunities

• 10% origination compensation on collected business originated by the attorney


Benefits:

• Anthem Blue Cross healthcare coverage with 100% employee premium paid by the firm

• Simple IRA plan with firm matching contributions up to 3% of salary

• 18 days accrued PTO annually

• Paid parking

• Paid State Bar dues, approved professional memberships, and CLE expenses

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

  1. Active California Bar license
  2. 2+ years of estate planning experience
  3. Strong academic credentials
  4. Background handling sophisticated estate planning and tax planning matters


TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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