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Estate Planning Legal Assistant Jobs in Decatur, GA

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Defense Litigation Paralegal / Legal Assistant Atlanta, Georgia | Civil Litigation An established ... The firm handles a diverse caseload that includes commercial conflicts, real estate disputes, and ...

As a legal assistant for Huff, Powell amp; Bailey, you will be tasked with a variety of duties to ... Excellent planning and time management skills. * High level of attention to detail and accuracy.

Legal Secretary

Atlanta, GA · On-site

$50K - $90K/yr

Minimum of 3-5 years' experience as legal assistant * Must have Trial Experience * Civil litigation experience * Real Estate/Construction litigation experience * Worldox and Lexis Nexis PC Law ...

Corporate Legal Executive Assistant - MT * Commercial Real Estate - BH * Litigation Legal Secretary -Insurance Defense Preferred * Litigation Legal Executive Assistant - MT Firms are offering top ...

Corporate Legal Executive Assistant - MT * Commercial Real Estate - BH * Litigation Legal Secretary -Insurance Defense Preferred * Litigation Legal Executive Assistant - MT Firms are offering top ...

... legal issues appropriately * Ensure compliance with court rules, filing procedures, and firm protocols Secondary Responsibilities - Probate & Estate Planning: * Assist with the preparation and filing ...

Sr. Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing. * Meets/communicates regularly with outside advisors for technical estate planning discussions ...

Showing results 21-40

Estate Planning Legal Assistant information

See Decatur, GA salary details

$26.4K

$47.1K

$72.2K

How much do estate planning legal assistant jobs pay per year?

As of Aug 21, 2026, the average yearly pay for estate planning legal assistant in Decatur, GA is $47,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $53,700.00 per year, depending on experience, location, and employer.

What does an estate planning legal assistant do?

An Estate Planning Legal Assistant supports attorneys by preparing legal documents such as wills, trusts, and powers of attorney, conducting research, and managing client files. They often communicate with clients to gather necessary information, schedule appointments, and ensure all documentation complies with relevant laws. Their role helps streamline the estate planning process and ensures clients' assets are protected according to their wishes.

What are the key skills and qualifications needed to thrive as an estate planning legal assistant, and why are they important?

To thrive as an Estate Planning Legal Assistant, you need strong organizational skills, attention to detail, and a solid understanding of legal terminology and procedures, often supported by a paralegal certificate or relevant experience. Familiarity with legal research databases, document management systems, and drafting software is typically required. Excellent communication, discretion, and client service skills help you manage sensitive information and build trust with clients. These competencies are crucial for ensuring the accuracy of legal documents, maintaining compliance, and supporting attorneys in delivering effective estate planning services.

What are some common challenges faced by estate planning legal assistants, and how can they be managed?

Estate Planning Legal Assistants often manage a high volume of sensitive documents and must balance multiple client cases simultaneously, which can be challenging. Staying organized, maintaining attention to detail, and keeping up with changing laws are essential to success in this role. Effective communication with attorneys, clients, and financial professionals is also key, as the role requires frequent collaboration to ensure documents are accurate and compliant. Regular training and the use of legal management software can help streamline workflow and reduce errors.

What is the difference between Estate Planning Legal Assistant vs Paralegal?

AspectEstate Planning Legal AssistantParalegal
CredentialsLegal assistant certificate or associate degreeParalegal certificate or degree
Work EnvironmentLaw firms specializing in estate planning, legal officesVarious legal settings, including estate planning
Employer & Industry UsageCommonly employed in estate planning law firmsUsed across multiple legal practice areas
Search & Comparison IntentOften compared for estate planning support rolesBroader legal support roles

While both roles support attorneys and require legal knowledge, Estate Planning Legal Assistants focus specifically on estate planning tasks, whereas Paralegals have a broader scope across various legal fields. The choice depends on your career focus and industry specialization.

How to become an estate planning legal assistant?

To become an estate planning legal assistant, candidates typically need a high school diploma or equivalent, along with some postsecondary education such as a certificate or associate degree in paralegal studies or a related field. Strong organizational skills, knowledge of legal terminology, and proficiency with legal software are important, and some employers may prefer candidates with experience in estate planning or trust administration.

What are popular job titles related to Estate Planning Legal Assistant jobs in Decatur, GA?

For Estate Planning Legal Assistant jobs in Decatur, GA, the most frequently searched job titles are:

What job categories do people searching Estate Planning Legal Assistant jobs in Decatur, GA look for?

The top searched job categories for Estate Planning Legal Assistant jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Estate Planning Legal Assistant jobs?

Cities near Decatur, GA with the most Estate Planning Legal Assistant job openings:

Infographic showing various Estate Planning Legal Assistant job openings in Decatur, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $47,074 per year, or $22.6 per hour.

Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Mercer Advisors

Atlanta, GA • Remote

$90K - $130K/yr

Full-time

Posted yesterday

New


Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients.

For this role we have a strong preference for candidates in Atlanta, New York City, Chicago, or Dallas, as we anticipate this person will likely be in-office at least 1-2 day per month.

Essential Job Functions for this role include:

  • Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
  • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
  • Answering general informational estate planning questions from clients and advisor teams
  • Serving as an in-house resource in estate planning to wealth management teams nationwide
  • Remaining current with related estate, trust, and tax legislation nationwide
  • Eligible to support business development through leading presentations and thought leadership publications, as necessary
  • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
  • Other duties as assigned

Knowledge, Skills, and Abilities:

  • Juris Doctor (JD)
  • Licensed to practice law in at least one state
  • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
  • 2-6 years legal experience in estate planning preferred
  • Ability to travel up to 25%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Remote

Application Deadline: The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$90,000—$130,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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