Interim Junior Attorney or Paralegal

Major, Lindsey & Africa; New York (NY); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Major, Lindsey & Africa's Interim Legal Talent group seeks a Paralegal or Junior Attorney with 3-5+ years in Trusts and Estates for a Family Office in NYC. Hybrid work arrangement.

The role focuses on reviewing estate planning and transactional documents, organizing files, tracking deadlines, and summarizing complex documents for internal use, requiring meticulous attention to detail and strong document management skills.

Qualifications

• Bachelor's degree required; paralegal certificate preferred, or JD and bar admission for attorneys.
• 3-7 years of experience in trust and estate administration, corporate or transactional law.
• Experience in family office or wealth management environment.

Responsibilities

• Review estate planning documents, including revocable and irrevocable trusts, wills, codicils, powers of attorney, and healthcare directives.
• Review transactional documents, including purchase agreements.
• Identify key provisions such as trustee roles, distribution standards, powers of appointment, tax allocation provisions, and ownership structures.
• Summarize documents into standardized internal formats and checklists.
• Maintain and organize digital and physical document files and tracking logs.
• Track key deadlines, notices, and administrative requirements.

Skills

Document review

Issue spotting

MS Office

Estate documents

Entity documents

Education

Bachelor's degree

Paralegal certificate

J.D.

State Bar admission

Tools

Document management systems

Estate planning software

Microsoft Word/Excel

Job description

Major, Lindsey & Africa's Interim Legal Talent group has an immediate need for a Paralegal or Junior Attorney in the Trusts and Estate Space for a Family Office.

Overview: Major, Lindsey & Africa is seeking a Paralegal or Junior Attorney with 3-5+ years of experience in Trusts and Estates

Company: A Family Office

Experience: At least 3-5+ years of Paralegal or Attorney experience in Trusts and Estates

Location: NYC Hybrid

Responsibilities Include:

Review estate planning documents, including:

• Revocable and irrevocable trusts
• Wills and codicils
• Powers of attorney and healthcare directives
• Review entity documents, including:
• LLC operating agreements
• Partnership agreements
• Shareholder agreements

Review transactional documents, including:

• Purchase agreements

Identify key provisions such as:

• Trustee and fiduciary roles
• Distribution standards
• Powers of appointment
• Tax allocation provisions
• Ownership structures
• Summarize documents into standardized internal formats and checklists.

Document Management & Organization

• Maintain and organize digital and physical document files.
• Create and maintain document summaries and tracking logs.
• Ensure all planning documents are complete, signed, and properly executed.
• Track key deadlines, notices, and administrative requirements.

Qualifications

• Bachelor's degree required and aralegal certificate preferred or if Attorney, J.D. and One State Bar.
• 3-7 years of experience in:
• Trust and estate administration
• Corporate or transactional law
• Family office or wealth management environment

Technical Skills

• Strong document review and issue-spotting ability.
• Experience with estate and entity documents.
• Proficiency in:
• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Document management systems
• Experience with trust or estate planning software a plus.

Information regarding benefits can be found on MLA's Website on the Consultant Resources Page: https://www.mlaglobal.com/en/consultant-resources

Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.