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Estate Planning Associate Jobs (NOW HIRING)

Estate Planning Attorney

Chapel Hill, NC ยท On-site

$80K - $100K/yr

Estate Planning & Family Formation Associate Location: Chapel Hill, NC (Hybrid: 4 Days In-Office, Fridays Remote) Salary: Competitive Pay Structure (Commensurate with experience) Key Perks: Fully ...

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Estate Planning Associate information

See salary details

$38.5K

$78.3K

$108K

How much do estate planning associate jobs pay per year?

As of Jul 3, 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:
Infographic showing various Estate Planning Associate job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 13% 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.
Probate & Estate Planning Attorney

Probate & Estate Planning Attorney

Ascension Global Staffing & Executive Search

Fort Lauderdale, FL โ€ข On-site

$140K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago


Job description

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Ascension Global Staffing & Execuitve Search is seeking a Probate & Estate Planning Associate Attorney to join its Fort Lauderdale office. This is an excellent opportunity for an attorney with estate planning and probate experience who is looking to work closely with high-net-worth individuals, families, fiduciaries, and business owners on sophisticated wealth preservation, tax planning, trust administration, and probate matters.

Key Responsibilities

  • Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
  • Advise clients regarding wealth transfer, estate tax, gift tax, and asset protection strategies.
  • Manage probate and trust administration matters from inception through closing.
  • Assist clients with guardianship proceedings and fiduciary representation matters.
  • Research and analyze federal estate, gift, generation-skipping transfer, and income tax issues.
  • Collaborate with accountants, financial advisors, and other professionals to develop comprehensive estate plans.
  • Participate in client meetings and maintain strong client relationships.
  • Provide exceptional client service while managing multiple matters efficiently.

Qualifications

  • J.D. from an accredited law school.
  • Active membership in good standing with the Florida Bar.
  • LL.M. in Taxation required.
  • Minimum 3 + years of experience in estate planning, probate, trust administration, and related tax matters.
  • Strong understanding of estate, gift, and generation-skipping transfer tax concepts.
  • Experience drafting sophisticated estate planning documents for high-net-worth clients preferred.
  • Excellent legal writing, analytical, and communication skills.
  • Ability to work independently while collaborating effectively within a team environment.
  • Strong organizational skills and attention to detail.

Preferred Experience

  • High-net-worth estate planning.
  • Probate and trust administration.
  • Asset protection planning.
  • Fiduciary representation.
  • Wealth transfer and tax planning strategies.
  • Business succession planning.

Compensation & Benefits

  • Performance-based bonus opportunity.
  • Comprehensive benefits package, including medical, dental, vision, and retirement plans.
  • Paid time off and firm holidays.
  • Professional development and continuing education support.
  • Collaborative and supportive work environment with long-term growth potential.

Ascension Global Staffing & Executive Search logo

About Ascension Global Staffing & Executive Search

Sourced by ZipRecruiter

Ascension Global Staffing & Executive Search is a Hispanic woman-owned-and-operated legal recruiting firm comprised of a dynamic team of professionals and business strategists. We are dedicated to creating a customized approach to connecting talented professionals with great companies. Our passion is your success. We are devoted to cultivating a culture that promotes the individual while meeting our clientsโ€™ needs. Our dynamic and collaborative process makes our company as versatile and distinct as our clients. It is the commitment we have to our own team that positions us to be the best business partner for building your best team. At Ascension Global Staffing & Executive Search, we believe everyone deserves a job they love, starting with our own employees. We understand that every company has unique needs that drive the search for the ideal candidate. We look beyond the resume to identify the best talent and do this by fostering trusting relationships with our candidates. Of equal importance, we strive to understand our clientsโ€™ businesses, cultures and team dynamics to strategically meet business goals. We keep an eye on the market and emerging practice areas to identify candidates and opportunities to benefit those who entrust us with their careers and their businesses.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Coral Gables, FL, US

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