Wealth.com

1 day ago

Paralegal, Estate Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 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

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Wealth.com

1 day ago

Paralegal, Estate Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

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

Industry: Wealth Management

Website