Senior Trusts & Estates Paralegal – Remote for HNW Clients

Orion Placement; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer is seeking a seasoned trusts and estates paralegal to support senior attorneys on complex estate, gift, and GST tax planning for high-net-worth families. You will review and revise sophisticated estate planning documents and coordinate transactions involving trusts, LLCs, partnerships, gifts, and ownership transfers.

The role emphasizes hands-on wealth-transfer planning, with remote work flexibility across New York and New Jersey, and collaboration with accountants,

Qualifications

• 5+ years of Trusts & Estates or Estate Planning paralegal experience.
• Advanced estate and gift tax planning experience.
• Experience with irrevocable trusts and wealth-transfer planning.
• Familiarity with federal estate, gift, and GST tax concepts.
• Strong document review and revision skills.
• Experience with LLCs, partnerships, ownership transfers, or similar planning structures.
• Strong organizational skills and exceptional attention to detail.

Responsibilities

• Support senior attorneys on complex estate, gift, and GST tax planning.
• Review and revise sophisticated estate planning and trust documents.
• Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.
• Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.
• Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.
• Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.
• Review documents and financial information for consistency with the intended planning structure.
• Identify missing information, inconsistencies, and incomplete planning steps for attorney review.
• Assist with precedent documents, checklists, planning systems, and internal processes.
• Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.

Skills

Trusts & Estates

Estate planning

Tax planning

Document review

Tools

AI tools

Job description

Confidential Employer is seeking a seasoned trusts and estates paralegal to support senior attorneys on complex estate, gift, and GST tax planning for high-net-worth families. You will review and revise sophisticated estate planning documents and coordinate transactions involving trusts, LLCs, partnerships, gifts, and ownership transfers.

The role emphasizes hands-on wealth-transfer planning, with remote work flexibility across New York and New Jersey, and collaboration with accountants,