"My role is truly fulfilling because I get to support clients in preserving their legacies while being part of a collaborative, values-driven team. It is inspiring to contribute to such meaningful, client-focused work."
As an Estate Planning Associate at Mission Wealth, Rachel Pasol supports clients and advisors in developing customized estate strategies that reflect each family’s unique goals, values, and long-term vision. Working alongside our Director of Estate Strategy and regional advisory teams, Rachel assists in reviewing estate documents, preparing plan summaries, identifying planning opportunities, and helping ensure clients’ legacy needs are fully aligned with their broader wealth plans.
With a strong foundation in estate law and tax planning, Rachel brings clarity to complex decisions—from trust coordination and beneficiary reviews to multi-generational wealth transfer strategies. Her thoughtful and detail-oriented approach plays a key role in helping clients protect, preserve, and pass on their wealth with confidence.
Learn About Rachel Pasol
Professional Background
Rachel has over 26 years of experience working as a Trust and Estate Paralegal, where she developed deep expertise in estate administration, document preparation, and client support. Her work has always been grounded in a strong commitment to accuracy, compassion, and client service. During this time, she gained extensive experience preparing estate planning documents, managing probate filings, and trust administration. She developed a deep appreciation for the long-term impact of thoughtful estate planning.
Over the past five years, Rachel transitioned into the financial field, working as an assistant to wealth strategists focused on estate planning and wealth management. In this role, she supports the development and execution of comprehensive estate strategies that align with clients’ financial goals and family needs. She collaborates closely with wealth strategists and advisors to prepare documents, coordinate client communications, and ensure seamless plan implementation. Her background in trust and estate law helps her bridge the legal and financial aspects of estate planning for clients. Rachel prioritizes clear communication and detailed organization to help clients feel confident and informed throughout their planning journey. Working alongside wealth strategists has deepened her understanding of financial planning and client service.
Personal Pursuits
One of Rachel's biggest passions is traveling. She loves exploring new places, learning about different cultures, and trying new foods. In 2024, she had the amazing opportunity to visit Greece, where she enjoyed the beautiful beaches, historic sites, and delicious Mediterranean cuisine. Another important part of her life is her dog, Sophie. She’s not just a pet—she’s truly her baby and best companion.
Community Impact
Rachel is passionate about animals and would love to start volunteering at local dog shelters to help care for and support dogs in need.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.