ZipRecruiter

Log In

1

Estate Planning Associate Jobs in Washington (NOW HIRING)

Jobot

Estate Planning Attorney

Rockville, MD · On-site

$85K - $140K/yr

... Associate Attorney with at least three (3) years of experience to join their growing (adding roughly 30 new clients every month) Estate Planning and Trust/Estate Administration practice. This is a ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale ...

5 Legal

Private Client Associate

Washington, DC

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private ... The ideal candidate must have experience in drafting standard and sophisticated estate planning ...

next page

Showing results 1-20

All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Washington

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 Washington?

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

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 23% Part Time, 3% Temporary, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Estate planning Attorney

Synectics Inc

Tysons Corner, VA

$100K - $135K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

We are seeking a 4+ years experienced Associate Attorney to join the estate planning and estate/trust administration team. This full time role offers immediate client contact, collaboration with outside advisors, and meaningful work helping families create lasting legacies.

Roles and Responsibilities

  • Meet with clients to discuss estate planning issues, solutions, and administration strategies.

  • Prepare, review, and implement estate planning documents in coordination with outside advisors.

  • Manage estate and trust administration matters from strategy through completion.

  • Ensure all estate administration deadlines and procedural requirements are met.

  • Collaborate with attorneys and legal professionals to deliver exceptional client service.

Qualifications

  • Juris Doctor (JD) from an accredited law school.

  • Active Virginia Bar admission required; Maryland and DC Bar admission preferred.

  • 4+ years of experience in estate planning and/or estate and trust administration.

  • Strong analytical, problem solving, written, and verbal communication skills.

  • Ability to work independently and collaboratively with a client focused approach.

Compensation and Benefits

  • Competitive compensation package.

  • Health, dental, and vision insurance.

  • 401(k) retirement plan.

  • Paid vacation and sick leave.

  • Paid continuing legal education and membership in bar and local professional organizations.

Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities