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Estate Planning Associate Jobs in Indiana (NOW HIRING)

Associate Elder Law Attorney

Auburn, IN · On-site

$110K - $130K/yr

... estate planning, asset protection, probate, and trust administration matters. Success in this role requires strong technical knowledge, compassionate client communication, and a genuine desire to ...

Draft estate planning documents and related planning tools * Assist clients with trust administration and probate matters * Collaborate with attorneys and support staff to provide exceptional client ...

... allocation, advanced estate planning, retirement plans, insurance, and identification ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

... allocation, advanced estate planning, retirement plans, insurance, and identification ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Legal Assistant

Indianapolis, IN · Hybrid

$55K - $66K/yr

... estate planning matters, ensuring accuracy, confidentiality, and seamless case management while ... Associate degree or higher in legal studies, paralegal studies, or a related field, or equivalent ...

Legal Assistant

Indianapolis, IN · On-site

$55K - $66K/yr

... estate planning matters, ensuring accuracy, confidentiality, and seamless case management while ... Associate degree or higher in legal studies, paralegal studies, or a related field, or equivalent ...

Legal Assistant

Indianapolis, IN · Hybrid

$55K - $66K/yr

... estate planning matters, ensuring accuracy, confidentiality, and seamless case management while ... Associate degree or higher in legal studies, paralegal studies, or a related field, or equivalent ...

Be Seen First

... estate planning, environmental law, workers' compensation law, and more * Draft, review, and ... Associate degree or higher in paralegal studies or paralegal certificate preferred. * Paralegal ...

Description The Associate Advisor supports advisor(s) in serving client relationships with ... estate planning. * Implements investment transactions utilizing company's trading software.

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Estate Planning Associate information

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 are the most commonly searched types of Estate Planning jobs in Indiana? The most popular types of Estate Planning jobs in Indiana are:
What cities in Indiana are hiring for Estate Planning Associate jobs? Cities in Indiana with the most Estate Planning Associate job openings:
Infographic showing various Estate Planning Associate job openings in Indiana as of May 2026, with employment types broken down into 96% Full Time, 1% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.
Transactional and Estate Planning Associate

Transactional and Estate Planning Associate

W3Global Inc.

Goshen, IN • On-site

$80K - $120K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 18 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