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Estate Planning Associate Jobs in Atlanta, GA (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Reviews or creates and maintains estate planning related technical education summaries and materials. * Provides subject matter expertise and training opportunities to internal associates.

Brighton Jones

Advisor - Atlanta

Atlanta, GA · On-site

Works with Tax, Investments and Estate Planning to determine additional levels of detail required ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

Brighton Jones

Advisor - Atlanta

Atlanta, GA · On-site

Works with Tax, Investments and Estate Planning to determine additional levels of detail required ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

Brighton Jones

Advisor - Atlanta

Atlanta, GA · On-site

Works with Tax, Investments and Estate Planning to determine additional levels of detail required ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor also provides coaching and guidance on financial planning ... and estate planning. * Collaborate, as needed, with clients' external advisors, including ...

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All JobsEstate Planning Associate JobsEstate Planning Associate Jobs in Atlanta, GA

Estate Planning Associate information

See Atlanta, GA salary details

$37K

$75.3K

$103.9K

How much do estate planning associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for estate planning associate in Atlanta, GA is $75,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $88,000.00 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 are the most commonly searched types of Estate Planning jobs in Atlanta, GA?

The most popular types of Estate Planning jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Estate Planning Associate jobs?

Cities near Atlanta, GA with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $75,281 per year, or $36.2 per hour.

Trust & Estate Associate - Atlanta

Atlanta, GA

Direct Counsel
See more jobs at Direct Counselexternal

Full-time

Re-posted 11 days ago

Job description

Trust & Estates Associate Attorney

Direct Counsel is representing an AmLaw 100 firm seeking a Trust & Estates Associate Attorney to join its Atlanta, Georgia office. This opportunity is ideal for an attorney with 5–7 years of trusts and estates experience advising high-net-worth individuals and families on sophisticated estate planning and wealth transfer matters.

Responsibilities
  • Advise high-net-worth individuals, families, trustees, and fiduciaries on estate and wealth transfer planning
  • Design and implement advanced estate planning strategies, including gift tax planning, charitable giving, and irrevocable trusts
  • Draft and review wills, trusts, and other sophisticated estate planning documents
  • Counsel trustees and executors on trust and estate administration
  • Guide fiduciaries through estate administration and applicable tax and probate matters
Qualifications
  • 5–7 years of trusts and estates experience
  • Strong knowledge of gift, estate, and generation-skipping transfer (GST) tax laws
  • Excellent drafting, analytical, and client communication skills
  • Ability to independently manage complex matters while collaborating with a team
  • J.D. from an accredited law school and active Georgia Bar admission
Compensation & Benefits
  • Competitive compensation based on experience
  • Comprehensive benefits package
  • Opportunity to advise high-net-worth clients as part of a sophisticated Taxation & Wealth Planning practice

This is an excellent opportunity for an experienced trusts and estates attorney seeking to join a nationally recognized AmLaw 100 firm with a strong private wealth and estate planning practice.