ZipRecruiter

Log In

1

Estate Planning Paralegal Jobs (NOW HIRING)

FarrLaw Firm

Be Seen First

Estate Planning Paralegal

Punta Gorda, FL · On-site

A. is seeking a skilled, compassionate, and highly organized Estate Planning Paralegal to join our Punta Gorda office. In this full-time, in-person role, you'll support attorneys in preparing estate ...

W3Global Inc.

Estate Planning Paralegal

Northbrook, IL · Hybrid

$60K - $70K/yr

Estate Planning Paralegal | Northbrook, IL | Full-time Role Overview We are a Northbrook, Illinois-based law firm, seeking a paralegal with significant experience in estate planning to join its ...

Woven Legal LLC

Paralegal - Estate Planning

La Jolla, CA · On-site

$30 - $31/hr

Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients ...

Law Firm

Be Seen First

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Estate Planning Paralegal Tasks: * Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software * Notarize estate planning documents * Perform ...

Law Firm

Be Seen First

Estate Planning Paralegal

Tustin, CA · On-site

$55K - $70K/yr

Estate Planning Paralegal Tasks: * Draft estate planning documents (wills, trusts, powers of attorney, etc.) using Statular estate planning software * Notarize estate planning documents * Perform ...

LegalEASE

Estate Planning Paralegal

Houston, TX · On-site

$70K - $80K/yr

Wellness resources Estate Planning Paralegal The Harbor Lawyers Greater Houston (On-site) The Harbor Lawyers is a growing firm handling estate planning matters throughout Texas and California. Join a ...

WovenLegal.com

Paralegal - Estate Planning

La Jolla, CA · Remote

$30/hr

Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients ...

next page

Showing results 1-20

All JobsEstate Planning Paralegal Jobs

Estate Planning Paralegal information

See salary details

$34.5K

$61.1K

$97K

How much do estate planning paralegal jobs pay per year?

As of Aug 1, 2026, the average yearly pay for estate planning paralegal in the United States is $61,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $69,500.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of an Estate Planning Paralegal on a daily basis?

An Estate Planning Paralegal typically assists attorneys by drafting wills, trusts, powers of attorney, and other legal documents, as well as managing client files and correspondence. They also conduct legal research, coordinate the signing and notarization of documents, and communicate with clients to gather information and answer questions. Collaboration with attorneys and financial professionals is common, ensuring all documentation is accurate and complies with current laws. This role requires strong organizational skills and attention to detail, as paralegals often manage multiple cases simultaneously.

What is the 5 by 5 rule in estate planning?

The 5 by 5 rule in estate planning refers to the guideline that a person should review and update their estate plan every five years or after significant life events, whichever comes first. Estate planning paralegals often assist clients in ensuring their documents, such as wills and trusts, remain current and reflect their wishes over time.

What is the difference between Estate Planning Paralegal vs Probate Paralegal?

AspectEstate Planning Paralegal
CredentialsTypically requires paralegal certification or associate degree; no specific license needed
Work EnvironmentWorks mainly in law firms or estate planning departments, preparing documents for wills, trusts, and estate plans
Employer & IndustryLegal firms specializing in estate planning, trust administration, and estate law
Common Search & ComparisonOften compared with Probate Paralegal due to overlapping estate law responsibilities

While both roles support estate law, Estate Planning Paralegals focus on creating estate plans, trusts, and wills, whereas Probate Paralegals assist with estate administration and court proceedings after death. Understanding these differences helps in choosing the right career path or job search focus.

How to become an estate paralegal?

To become an estate planning paralegal, individuals typically need a high school diploma or equivalent, followed by completing a paralegal certificate program or obtaining an associate degree in paralegal studies. Relevant skills include knowledge of estate laws, legal research, and document preparation, often supported by experience or internships in legal settings.

What does an Estate Planning Paralegal do?

An Estate Planning Paralegal assists attorneys in preparing legal documents related to estate planning, such as wills, trusts, powers of attorney, and healthcare directives. They help gather and organize client information, draft documents, and ensure all paperwork complies with state laws and regulations. Estate Planning Paralegals also communicate with clients, financial institutions, and courts, and may help with the probate process after a person's death. Their work supports attorneys in ensuring that clients' wishes for the distribution of their assets are clearly documented and legally enforceable.

What are the key skills and qualifications needed to thrive as an Estate Planning Paralegal, and why are they important?

To thrive as an Estate Planning Paralegal, you need a solid understanding of estate law, document preparation, and legal research, typically supported by a paralegal certificate or relevant degree. Familiarity with legal management software, document drafting tools, and e-filing systems is essential for efficiency and accuracy. Exceptional attention to detail, organizational skills, and strong client communication set top candidates apart in this role. These skills ensure the precise handling of sensitive documents and effective support to attorneys and clients throughout the estate planning process.

What Is an Estate Planning Paralegal?

An estate planning paralegal provides support to lawyers and probate courts to assist with the preparation and filing of documents related to a client’s estate. Your responsibilities in this career include speaking with clients, determining their financial situation, collecting all necessary estate paperwork, and preparing drafts of an individual’s will or living will, as well as trusts, deeds, powers of attorney, guardianship papers, and other documents for a lawyer to review. You also assist with valuing estate assets. Duties related to probate include assisting with the transfer of assets into trusts, filing life insurance claims, contacting beneficiaries, creating an inventory of assets, helping with property liquidation, preparing and filing final income and tax returns, assessing creditor claims, and filing estate tax returns.

What does an estate paralegal do?

An estate planning paralegal assists attorneys in preparing legal documents related to wills, trusts, and estates. They organize case files, conduct research, and ensure all paperwork complies with legal requirements, often using legal software. Their work supports the efficient management of estate planning cases and may require knowledge of probate procedures.

What field of paralegal makes the most money?

Estate planning paralegals tend to earn higher salaries compared to other paralegal specialties due to the complexity of estate laws and the need for specialized knowledge. Paralegals working in corporate law, intellectual property, or litigation often have higher earning potential, especially with advanced certifications and experience. Salary varies based on location, experience, and employer size.
More about Estate Planning Paralegal jobs
What cities are hiring for Estate Planning Paralegal jobs? Cities with the most Estate Planning Paralegal job openings:
What are the most commonly searched types of Estate Planning Paralegal jobs? The most popular types of Estate Planning Paralegal jobs are:
Who are the top companies hiring for Estate Planning Paralegal jobs? The top employers for Estate Planning Paralegal jobs are:
What states have the most Estate Planning Paralegal jobs? States with the most job openings for Estate Planning Paralegal jobs include:
What job categories do people searching Estate Planning Paralegal jobs look for? The top searched job categories for Estate Planning Paralegal jobs are:
What are popular job titles related to Estate Planning Paralegal jobs? For Estate Planning Paralegal jobs, the most frequently searched job titles are:
Estate Planning Paralegal jobs near you
Infographic showing various Estate Planning Paralegal job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 6% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $61,134 per year, or $29.4 per hour.

Estate Planning Paralegal

Professional Partners Group

Scottsdale, AZ

Full-time

Posted 8 days ago

Job description

PROFESSIONAL PARTNERS GROUP
Legal Staffing
Estate Planning
Paralegal
NOW HIRING | SCOTTSDALE, AZ | ON SITE
We are seeking an experienced Estate Planning Paralegal to join a growing estate planning practice in
Scottsdale. This role is ideal for a detail-oriented professional who enjoys drafting sophisticated estate
planning documents, working directly with clients, and contributing to a collaborative, fast-paced legal team.
POSITION Estate Planning Paralegal
PRACTICE Estate Planning
CLIENT Growing Scottsdale estate planning practice
LOCATION Scottsdale, AZ (on site)
EXPERIENCE 3+ years of estate planning paralegal experience
EMPLOYMENT TYPE Contract-to-hire or direct placement, pending candidate experience
POSITION OVERVIEW
The successful candidate will have strong technical drafting skills, excellent written and verbal
communication abilities, and a commitment to delivering exceptional client service.
KEY RESPONSIBILITIES
• Draft estate planning documents including trusts, wills, powers of attorney, deeds, LLC formation
documents, and other estate and business planning documents
• Meet directly with clients to review and finalize estate planning documents
• Prepare, proofread, and edit legal documents for accuracy and completeness
• Maintain organized client files and ensure all documentation is completed accurately and on time
• Coordinate client appointments and communicate with clients throughout the planning process
• Assist with administrative functions including answering phones, scheduling appointments, processing
mail, collecting payments, and general office support
• Work collaboratively with attorneys and fellow paralegals to provide an exceptional client experience
QUALIFICATIONS — REQUIRED
• Minimum of three (3) years of estate planning paralegal experience
• Experience drafting trusts, wills, powers of attorney, deeds, LLCs, and related estate planning
documents
• Experience with WealthCounsel software
• Strong attention to detail with excellent proofreading and organizational skills
• Outstanding written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Professional, positive attitude with strong client service skills
QUALIFICATIONS — PREFERRED
• Bachelor's degree or Paralegal/Legal Assistant Certificate
• Experience working with estate planning and business formation documents
• Strong research and problem-solving abilities
WORK ENVIRONMENT
• Full-time, on-site position in Scottsdale, Arizona
• Office-based environment requiring extended periods of sitting, typing, and computer work
• Collaborative team environment focused on delivering high-quality legal services and an outstanding
client experience