Estate Planning Associate - Growth, Equity Path

Mission Wealth; Houston (TX); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron's Top 100 RIA, is seeking an Estate Planning Associate to join our award-winning team in Houston. The role focuses on estate planning support, document preparation, and collaboration with a high-performing group.

The ideal candidate has 2–5 years in a paralegal or estate-focused role, with a Paralegal certification, JD, or AEP/CEP, and strong knowledge of estate and tax laws. Proficiency in MS Office and familiarity with Salesforce, MoneyGuidePro, and eMoney are valued

Qualifications

• 2–5 years of proven experience in a paralegal or estate-focused role.
• Paralegal certification, JD, or AEP/CEP designations preferred.
• Knowledge of estate and tax laws and concepts.
• Familiarity with estate plan drafting, probate, trust administration, and estate settlement.
• Familiarity with Form 706, 709, and 1041.
• Strong technical skills and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Work with a high-performing and growth-oriented team.
• Assist with third-party estate document preparation.
• Review estate documents for key terms, roles, and potential issues.
• Perform legal research and coordinate with trust company partners.
• Coordinate and communicate with teammates to perform job functions.
• Support estate, philanthropy, and wealth services projects.

Skills

Estate planning

Paralegal experience

Legal research

Strong written/verbal communication

Team collaboration

Microsoft Office

Education

Paralegal certification

JD

AEP/CEP designation

UC/State bar eligibility (if applicable)

Tools

Salesforce

MoneyGuidePro

eMoney

Job description

Mission Wealth, a Barron's Top 100 RIA, is seeking an Estate Planning Associate to join our award-winning team in Houston. The role focuses on estate planning support, document preparation, and collaboration with a high-performing group.

The ideal candidate has 2–5 years in a paralegal or estate-focused role, with a Paralegal certification, JD, or AEP/CEP, and strong knowledge of estate and tax laws. Proficiency in MS Office and familiarity with Salesforce, MoneyGuidePro, and eMoney are valued