Trusts and Estates Planning Paralegal

5 days ago

Apply Now

Receive Emails with Similar Jobs

Wealth

WebsiteLinkedInAll Job Openings

Technology to create, manage and visualize your estate plan.

11 - 50

Description

• Draft, review and summarize complex wills and trusts. • Develop, draft, and maintain legal templates for estate planning documents. • Stay updated on laws and regulations affecting estate planning. • Research and draft marketing materials on legal topics. • Support the Chief Legal Officer on legal and regulatory issues.

Requirements

• J.D. degree or paralegal certification • Minimum 3 years of experience as an attorney or paralegal in private wealth or trusts & estates practice area • Strong communication skills (written and verbal) • Proactive, entrepreneurial and problem-solving mindset • Excellent judgment and aptitude for optimization • Ability to lead projects as a resourceful self-starter • Ability to collaborate and build strong relationships across departments

Benefits

• Fully remote, flexible work environment. • Medical, dental, vision benefits. • 100% paid STD/LTD and Basic Life Insurance • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Holidays and the day off for your birthday! • Paid Parental Leave. • Company equity managed through Carta. • 401k with Match and 100% vesting upon hire. • Free lifetime access to wealth.com estate planning!