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Estate Planning Jobs in Boca Raton, FL (NOW HIRING)

Trusted law office

Estate Planning Attorney

Boca Raton, FL · On-site

$70K - $78K/yr

  • Dental

  • Vision

  • Life

  • Retirement

Estate Planning experience nice but also training provided ie: Trusts, Probate, Deeds, POA, LW, HCS. No court, No litigation, Must be able to sit and review documents the paralegals and clients

Trusted law office

Estate Planning Attorney

Boca Raton, FL · On-site

$70K - $78K/yr

  • Dental

  • Vision

  • Life

  • Retirement

Estate Planning experience nice but also training provided ie: Trusts, Probate, Deeds, POA, LW, HCS. No court, No litigation, Must be able to sit and review documents the paralegals and clients

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All JobsEstate Planning JobsEstate Planning Jobs in Boca Raton, FL

Estate Planning information

See Boca Raton, FL salary details

$32.7K

$58K

$92K

How much do estate planning jobs pay per year?

As of Aug 12, 2026, the average yearly pay for estate planning in Boca Raton, FL is $58,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $66,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by estate planning professionals when working with clients?

Estate planning professionals often encounter challenges such as navigating complex family dynamics, addressing clients' emotional concerns about legacy and inheritance, and interpreting frequently changing tax laws. Effective communication is essential, as clients may have sensitive or conflicting wishes regarding asset distribution. Additionally, coordinating with other professionals like accountants and financial advisors is often necessary to ensure a comprehensive plan, which requires strong collaboration and project management skills.

What is estate planning?

Estate planning is the process of arranging for the management and transfer of a person's assets after their death or incapacitation. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure that your wishes are carried out, your loved ones are provided for, and your estate is distributed according to your preferences. Estate planning can also help minimize taxes, avoid probate, and reduce potential disputes among heirs. Consulting with an estate planning attorney can help tailor a plan to your specific needs and goals.

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

To thrive as an Estate Planning Attorney, you need a Juris Doctor degree, state bar licensure, and expertise in wills, trusts, probate, and tax law. Familiarity with estate planning software, legal research databases like Westlaw or LexisNexis, and documentation management systems is typically required. Excellent interpersonal skills, attention to detail, and strong ethical judgment help build client trust and ensure precise legal work. Mastery of these skills is crucial for protecting client assets, ensuring legal compliance, and delivering tailored estate solutions.

What is the difference between Estate Planning vs Notary Public?

AspectEstate PlanningNotary Public
Required CredentialsLegal or financial certifications, often a lawyer or financial advisorCommissioned by state, no specific legal degree required
Work EnvironmentLaw firms, financial institutions, or private practicePublic settings, legal offices, or client homes
Industry UsageLegal and financial planning for estate transferAuthenticating documents and signatures
Common Search/ComparisonEstate Planning vs Notary Public

Estate Planning involves creating legal strategies to manage and transfer assets after death, often requiring specialized legal or financial credentials. Notary Publics authenticate signatures and documents but do not provide estate or legal planning services. While both roles operate within legal environments, their functions and credentials differ significantly.

What are popular job titles related to Estate Planning jobs in Boca Raton, FL? For Estate Planning jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Estate Planning jobs in Boca Raton, FL look for? The top searched job categories for Estate Planning jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Estate Planning jobs? Cities near Boca Raton, FL with the most Estate Planning job openings:
Estate Planning jobs near you
Infographic showing various Estate Planning job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $58,014 per year, or $27.9 per hour.

Paralegal - Estate Planning

Protouch Staffing

Delray Beach, FL

$100K - $125K/yr

Full-time

Medical, Retirement

Re-posted 10 days ago

Job description

We are seeking an experienced Estate Planning Paralegal to support a sophisticated estate planning practice. This role is ideal for a candidate with substantial experience drafting and administering complex trusts and high-net-worth estate planning documents.

The successful candidate will work closely with attorneys on advanced estate planning matters and play a key role in the preparation, organization, and execution of trust and estate planning strategies.

Key Responsibilities

  • Draft wills, revocable and irrevocable trusts, and related estate planning documents

  • Prepare and administer complex trusts, including:

    • Grantor Trusts

    • Irrevocable Life Insurance Trusts (ILITs)

    • Grantor Retained Annuity Trusts (GRATs)

    • Spousal Lifetime Access Trusts (SLATs)

    • Qualified Personal Residence Trusts (QPRTs)

    • Charitable Trusts

  • Assist with trust funding and asset transfer documentation

  • Coordinate document execution and maintain estate planning files

  • Communicate with clients and advisors regarding estate planning matters

  • Ensure accuracy and compliance with applicable laws and regulations

Required Qualifications

  • Minimum 4 years of estate planning paralegal experience

  • Demonstrated experience working with complex trusts is required

  • Strong knowledge of estate planning concepts, trust structures, and related documentation

  • Exceptional drafting and document preparation skills

  • Strong attention to detail and organizational abilities

  • Ability to manage multiple projects and deadlines effectively

Preferred Qualifications

  • Experience with estate planning and legal practice management software

  • Familiarity with state-specific estate planning laws and regulations

  • Experience supporting high-net-worth estate planning matters

Benefits

  • Medical Insurance

  • 401(k)

  • Pension Plan

  • Tuition Assistance

  • Bonus and incentive opportunities

  • Long-term growth potential within a sophisticated estate planning practice
    Compensation

    • $100,000 - $125,000 base salary

    • Performance-based bonus opportunities

    • Additional incentives

Protouch Staffing logo

About Protouch Staffing

Sourced by ZipRecruiter

Protouch Staffing, based in Plano, Texas, is a leading provider in the healthcare staffing industry. Established over 30 years ago, the company prides itself on delivering quality services in the fields of nursing, allied health, pharmaceuticals, healthcare IT, and more. Committed to building lasting relationships, Protouch Staffing continually exceeds client expectations by providing unparalleled service, superior patient care, and talented healthcare professionals.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Frisco, TX, US

Year founded

1989

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