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Estate Planning Legal Assistant Jobs (NOW HIRING)

Burnett Legal Group

Legal Assistant

Omaha, NE · On-site

The Legal Assistant will support one or two attorneys representing individuals, families, and business owners, mainly in the areas of estate planning, probate, estate, and trust administration. The ...

Burnett Legal Group

Legal Assistant

Omaha, NE

$30/hr

The Legal Assistant will support one or two attorneys representing individuals, families, and business owners, mainly in the areas of estate planning, probate, estate, and trust administration. The ...

Frontline Source Group

Legal Assistant

Dallas, TX · On-site

Legal Assistant Our client is seeking a Legal Assistant to support its Trusts & Estates practice in ... estate planning documents and client files Manage calendars, schedule meetings, and coordinate ...

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Estate Planning Legal Assistant information

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$27K

$48.2K

$74K

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

As of Sep 4, 2026, the average yearly pay for estate planning legal assistant in the United States is $48,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $55,000.00 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.
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What states have the most Estate Planning Legal Assistant jobs?

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Estate Planning Legal Assistant jobs near you
Infographic showing various Estate Planning Legal Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $48,215 per year, or $23.2 per hour.

Elder Law & Estate Planning Paralegal / Legal Assistant

Abrams Fensterman

Lake Success, NY • On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Elder Law & Estate Planning Paralegal / Legal Assistant

Abrams Fensterman, LLP is a full-service law firm dedicated to providing clients with high-quality counsel, innovative solutions, and personalized service. Established in 2000, the firm has grown to include over 120 attorneys across multiple practice areas, offering sophisticated legal services with a collaborative, client-focused approach.

We are seeking an entry levelParalegal / Legal Assistant to join ourElder Law & Estate Planning DepartmentinLake Success, NY. This department handles all aspects of asset protection, estate planning, estate administration, and estate litigation. This is an excellent opportunity for a reliable and detail-oriented professional to support attorneys in a fast-paced and client-focused environment. The successful candidate will be eager to grow alongside the firm.

Responsibilities:

  • Review and summarize estate planning documents
  • Maintain and organize client files and records
  • Communicate with clients regarding case status and document collection
  • Assist with drafting and reviewing legal documents
  • Prepare and manage spreadsheets and supporting materials
  • Assist with e-filing through NYSCEF
  • Provide general administrative and case support to attorneys as needed

Qualifications:

  • 2-5 years of experience in a related role, law firm experience is preferred
  • Strong organizational skills and attention to detail
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Comfortable communicating directly with clients and attorneys
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Strong interpersonal skills and a proactive, team-oriented approach

Compensation & Benefits:

  • Salary range:$50,000 - $65,000, commensurate with experience
  • Comprehensive benefits package including medical, dental, vision, life insurance, 401(k), PTO, and more

Location:Lake Success, New York.

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