Paralegal, Estate Planning

Wealth.com
New York
Workplace: HybridFull timeUSD 90,000 - 100,000 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsSkills: ["Communication","Empathy","Patience","Problem-solving","Organizational skills"]

Serve as the first point of contact for advisor and end-user questions involving estate planning and transfer taxes. Triage and escalate complex matters to Associate Counsel, support UHNW estate plan reviews, and prepare/draft supporting documentation and summaries. Maintain estate-planning templates and knowledge base materials across 50 states and DC, partner with Customer Support to resolve legal-ticket inquiries, and help improve AI-assisted legal support systems.

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FursaFursa
Wealth.com
Wealth.com
1 month ago

Paralegal, Estate Planning

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Serve as the first point of contact for advisor and end-user questions involving estate planning and transfer taxes. Triage and escalate complex matters to Associate Counsel, support UHNW estate plan reviews, and prepare/draft supporting documentation and summaries. Maintain estate-planning templates and knowledge base materials across 50 states and DC, partner with Customer Support to resolve legal-ticket inquiries, and help improve AI-assisted legal support systems.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component and provide clear responses.
  • •Triage and escalate complex legal questions to Associate Counsel and senior counsel with proper context and documentation.
  • •Support Associate Counsel in reviewing estate plans for UHNW clients, including document preparation, organization, and drafting summaries.
  • •Apply transfer tax concepts (gift tax, estate tax, GST) and the mechanics of Forms 706 and 709 to customer questions and document review.
  • •Maintain legal templates and knowledge base/FAQ documentation, partner with Customer Support for legal-informed ticket resolution, and help improve AI support systems.
Travel: Low travel

Pay and Benefits

Salary: USD 90,000 - 100,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental LeaveEquity401kPaid Leave

Key Requirements

  • •3+ years of experience as a paralegal in trusts and estates, an estate planning law firm, trust company, or wealth management firm.
  • •Strong working knowledge of transfer taxes (gift, estate, and generation-skipping) and the mechanics/reporting requirements of Forms 706 and 709.
  • •Understanding of estate planning structures (revocable/irrevocable trusts, wills, powers of attorney) and advanced techniques such as GRATs, ILITs, IDGTs, SLATs, and CLATs/CRATs.
  • •Excellent written and verbal communication, including explaining legal and tax concepts in plain language to non-attorneys.
  • •Comfort with technology (SaaS platforms) and tools like Intercom and Salesforce is a plus.
Experience:3+ yearsFintechWealthtechLegaltechEstate planning
Skills:CommunicationEmpathyPatienceProblem-solvingOrganizational skills
Certifications:NALA CPNFPA PACE
Tech Stack:AISaaSIntercomSalesforceCartaForms 706Forms 709

Company Brief

Wealth.com
Operates an online wealth management platform providing digital investment management, financial planning tools, and portfolio services to retail and high-net-worth clients, aiming to simplify investing and personalize financial advice through technology.
Industry: Wealth Management
Website