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Estate Planning Associate Jobs (NOW HIRING)

Sechler Law Firm

Estate Planning Attorney

Somerset, PA · On-site

As an estate planning and probate expert, you'll not only bring your legal expertise to the table ... associate attorneys. • Communicate with senior associates, paralegals, and clients to ensure ...

FarrLaw Firm

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Estate Planning Paralegal

Punta Gorda, FL · On-site

Bachelor's or Associate's degree helpful but not required About Farr Law Firm For more than 100 ... Farr Law Firm is growing, and we're looking for a motivated Estate Planning Paralegal to join our ...

Sechler Law Firm

Estate Planning Attorney

Somerset, PA

$120K/yr

As an estate planning and probate expert, you'll not only bring your legal expertise to the table ... Communicate with senior associates, paralegals, and clients to ensure cases are handled efficiently.

Beacon Legacy Law

Estate Planning Attorney

Palm City, FL · On-site

$100K - $120K/yr

Description An Estate Planning and Probate Law Firm in beautiful Martin County, FL, is hiring an Associate Attorney. Our mission is to help people preserve and protect their legacy , and we are ...

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Estate Planning Associate information

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$38.5K

$78.3K

$108K

How much do estate planning associate jobs pay per year?

As of Jul 25, 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:
Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Estate Planning Paralegal

Shumaker Loop and Kendrick LLP

Sarasota, FL • On-site

Full-time

Posted 13 days ago

Job description

The Wealth Strategies Paralegal will work with our attorneys specializing in private client services, trusts and estate planning. Primary responsibilities will consist of preparing and maintaining estate planning documents such as wills, trusts and advanced directives, and providing timely updates to clients. The ideal candidate will have at least two years of paralegal experience, with at least one year working on Florida estate planning matters. Experience using Lawgic estate planning software is a plus.
Where You'll Work
The Wealth Strategies Paralegal is an hourly non-exempt position and will work full-time at our Sarasota, Florida office.
What You'll Do
  • Draft legal documents such as wills, trusts and advanced directives using Lawgic estate planning software.
  • Assist attorneys in organizing and managing case files; including maintaining document databases and electronic records.
  • Conduct legal research on estate planning and estate and gift tax topics.
  • Communicate with clients, beneficiaries and financial institutions to provide timely updates and provide documentation as needed.
  • Attend all client signings with attorneys.

What We're Looking For
  • Minimum of an associate's degree is required; Paralegal Certificate from an ABA approved program preferred.
  • At least two years of paralegal experience required.
  • One year of experience working with Florida estate planning documents required; Lawgic experience is a plus.
  • Project and case management skills including a strong aptitude for managing and prioritizing multiple projects and deadlines.
  • Excellent written and verbal communication skills as well as analytical, problem solving and decision-making skills.

Who We Are
We're not just another law firm - we're something different. At Shumaker, paralegals are a vital part of our team, working side-by-side with attorneys to deliver exceptional service and results for our clients. Our paralegals experience a true sense of camaraderie, with opportunities to collaborate across Service Lines and build meaningful careers. As one of the 200 largest law firms in the United States, we're looking for skilled paralegals who want to contribute their talents, grow professionally, and thrive in a supportive and dynamic environment.
Physical Requirements
  • Sits frequently, six out of eight hours per day. Sitting position static for up to one-half hour at a time.
  • Bends and stoops occasionally, up to one-half hour per day.

We are committed to providing reasonable accommodations to individuals with disabilities to ensure equal access to employment opportunities. If you require accommodations during the application or interview process, please let us know.
Notice to Recruiters: We are not accepting outside recruiter submissions at this time. If you have any questions, please contact Colleen Miller, Director of Recruitment at cmmiller@shumaker.com. Kindly do not contact attorneys directly.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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