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Estate Planning Associate Jobs in Indiana (NOW HIRING)

Description Join a Team That Makes a Difference Every Day We are seeking an experienced Elder Law and Estate Planning Attorney who shares our commitment to service, professionalism, and client ...

Trust Associate

Evansville, IN · On-site

$15 - $20/hr

The Trust Associate plays a vital support role within the Trust Administration team, working ... This position supports daily trust administration activities, organizes complex estate planning ...

New

Join a Team That Makes a Difference Every Day We are seeking an experienced Elder Law and Estate Planning Attorney who shares our commitment to service, professionalism, and client-centered care.

Trust Associate

Evansville, IN · Hybrid

$15 - $20/hr

The Trust Associate plays a vital support role within the Trust Administration team, working ... This position supports daily trust administration activities, organizes complex estate planning ...

New

No prior Estate Planning Experience required. At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and ...

Posted today

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Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

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Be Seen First

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Be Seen First

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Be Seen First

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Be Seen First

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Be Seen First

Associates at our firm take on meaningful responsibility early in their careers. This includes ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

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Estate Planning Associate information

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 are the most commonly searched types of Estate Planning jobs in Indiana?

The most popular types of Estate Planning jobs in Indiana are:

Infographic showing various Estate Planning Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Transactional and Estate Planning Associate

W3Global Inc.

Goshen, IN • On-site

$80K - $120K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 24 days ago


Job description

An established, successful, Northern Indiana law firm with multiple specialized practice groups. Our trust and estate planning and corporate/transactional practice groups are actively seeking an Indiana licensed attorney with 1-3 years of experience to join us in Goshen, Indiana.

  • The position will be focused on estate planning, trusts, and related services, as well as corporate and transactional work.

  • Candidates should possess a desire to help people plan their estates and form and grow their businesses, a strong work ethic, analytical skills, creativity, versatility, and flexibility.

  • We offer competitive salary and a comprehensive benefits package, including retirement contributions.

  • Candidates should be a member of the Indiana Bar, possess excellent oral and written communication skills, and interpersonal skills.

  • Candidates should possess the ability to work independently on smaller matters and collectively as a member of our team on larger matters.

  • We are looking for candidates that are interested in joining our firm for the long term.


ABOUT OUR FIRM CULTURE

  • The firm's attorneys provide services in various areas of the law, working to meet shifting legal needs through changing economic and business conditions, providing legal solutions for small and large clients throughout a diverse set of industries.

  • We are guided by a client-based philosophy and a history of excellence, resulting in a prompt, professional, and ethical approach to legal matters.

  • Regular participation in governmental, civic and charitable endeavors has been a hallmark of the firm since its formation.

  • The firm's staff and attorneys support many local organizations and are members of various service clubs. We approach our civic responsibilities with the same spirit of dedication, excellence, and integrity as we bring to bear in our legal work.

Benefits:

  • 401(k)

  • Dental insurance

  • Flexible spending account

  • Health insurance

  • Health savings account

  • Life insurance

  • Paid time off

  • Retirement plan

Supplemental pay types:

  • Bonus pay


Work Location: In person



W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006