Estate Planning Paralegal - Hybrid NYC + Equity

53 Stations; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid work arrangement in NYC

Excellent medical, dental, and vision

100% company-paid life insurance

Parental leave

Equity via Carta

401k match

Flexible PTO

Holidays and birthday leave

Free estate planning for life

Job summary

Wealth.com in New York City is seeking an experienced estate planning paralegal to join our expanding legal team. You will work directly with Associate Counsel and senior staff to support UHNW estate planning, transfer tax work, and AI-enabled processes.

Ideal candidates have 3+ years in trusts and estates, knowledge of Form 706/709, and comfort with SaaS tools; this hybrid role includes occasional travel and collaboration across departments.

Qualifications

• 3+ years of experience as a paralegal in trusts and estates or wealth management.
• Strong working knowledge of transfer taxes: gift, estate, and generation-skipping.
• Solid understanding of estate planning structures including revocable and irrevocable trusts, wills, and related techniques.
• Excellent written and verbal communication; ability to explain legal/tax concepts clearly to non-attorneys.
• Customer-first mindset with empathy, patience, and problem-solving.
• Comfort in a fast-paced startup environment and shifting priorities.
• Familiarity with SaaS platforms like Intercom/Salesforce is a plus.

Responsibilities

• Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component, providing clear and accurate responses.
• Triage and elevate complex legal questions to Associate Counsel and senior counsel with proper context and documentation.
• Support the Associate Counsel in reviewing estate plans for UHNW clients, focusing on document prep, organization, and drafting summaries.
• Apply transfer tax concepts to client questions and document review.
• Help maintain legal templates and knowledge base across all 50 states and DC; update FAQs.
• Collaborate with Customer Support to resolve tickets needing legal input and upskill the team.
• Contribute to AI support systems by flagging common inquiries and feedback on bot responses.
• Stay current on trusts, wealth transfer, and tax planning developments.
• Travel occasionally for on-site meetings, trainings, and company events.

Skills

Paralegal experience

Estate planning knowledge

Transfer taxes

Communication skills

Startup environment

SaaS tools familiarity

Tools

Intercom

Salesforce

Job description

Wealth.com in New York City is seeking an experienced estate planning paralegal to join our expanding legal team. You will work directly with Associate Counsel and senior staff to support UHNW estate planning, transfer tax work, and AI-enabled processes.

Ideal candidates have 3+ years in trusts and estates, knowledge of Form 706/709, and comfort with SaaS tools; this hybrid role includes occasional travel and collaboration across departments.