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

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · Remote

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our ...

Jobot

Senior Trust & Estate Attorney

Fort Lauderdale, FL · On-site

$225K - $250K/yr

Develop philanthropic planning, including public charities and private foundations. * Conduct ... M. in Tax or Estate Planning strongly preferred. * Experience advising high net-worth or ...

Oxford Financial GRP

Sr. Wealth Strategist

Palm Beach, FL · On-site

$117K - $151K/yr

Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role ...

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Showing results 21-40

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 For Estate Planning

Grimaldi Law Firm

Hollywood, FL • On-site

$55K - $75K/yr

Other

Life, PTO

Re-posted 26 days ago

Job description

We are looking for an energetic and experienced Florida Paralegal/Legal Assistant to join our team. Our main office is located in Hollywood, FL, and this position is an IN-OFFICE position only.

You: Do you want to be valued, trusted, and feel like you're making a difference? We are a forward-thinking paperless Probate, Estate Planning, and Real Estate Law firm that is on track for huge growth, and we need an incredible multitasking human to join us in supporting our team and helping clients.

Us: We want to be known for holding clients' hands through an emotional process, making them feel as though they are in a better position and that they have a team behind them that really cares. We also want to be known for helping our team members hit their professional, personal, and financial goals. We are growing fast, and we need a friendly, team-oriented person who can hit the ground running. We need someone with solid computer skills who loves the idea of working with state-of-the-art programs, applications, and software to make things more efficient.

Benefits for qualified employees include: PTO, Life Insurance, Short-Term and Long-Term Disability insurance.

Compensation:

$55,000 - $75,000


Responsibilities:
  • Organizing Files and moving them forward
  • Docketing and scheduling events
  • Drafting probate pleadings
  • Drafting Estate Planning Documents: Wills, Trusts, Deeds, Durable Power of Attorney
  • Communicating updates to clients and gathering information
  • Helping attorneys prepare for signing meetings
  • Weekly case management meetings and logging updates to case files

Qualifications:

  • Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education

  • Strong oral and written communication skills

  • Must have great time-management skills and organizational skills

  • Florida Estate Planning paralegal for 2+ years required

  • A high school diploma is required, but advanced training at a college or university is preferred

  • Experience with document building software, WealthCounsel, and/or Westlaw Form Builder is required, but we will consider candidates with similar software experience

  • Experience with Clio Manage is preferred, but we will consider candidates with similar practice management software experience

  • Experience with using Google Mail, Google Drive, and Google Calendar is preferred and a plus, but not required

  • Type 70-100 WPM is required

  • Spanish Speaker


About Company

Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and asset protection, delivering compassionate and professional service every step of the way.

At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support.


Compensation details: 0 Yearly Salary


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