Paralegal, Estate Planning

Wealth.com

Paralegal supporting estate planning and tax matters for a fintech startup. Collaborating with legal teams to enhance client advisory services and improve AI support workflows.

Posted 7/22/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning and transfer tax concepts, including the mechanics of Forms 706 and 709, while effectively communicating complex legal information to clients. Proven ability to manage multiple workstreams and collaborate across departments in a fast-paced environment.

Highest-signal resume keywords

Paralegal ExperienceTransfer Tax KnowledgeEstate Planning StructuresExcellent Communication SkillsOrganizational Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transfer Tax ConceptsEstate PlanningDocument PreparationLegal ResearchForm 706Form 709Trusts and EstatesWillsPowers of AttorneyAdvanced Estate Techniques

Soft Skills

Customer-First MindsetEmpathyProblem-SolvingAttention to DetailAdaptability

Tools & Technologies

SaaS PlatformsIntercomSalesforce

Industry Keywords

Trusts and EstatesWealth ManagementUltra-High-Net-Worth ClientsLegal DocumentationEstate Planning Workflows

About the role

Key responsibilities & impact

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 escalate complex legal questions to Associate Counsel and senior counsel with proper context and documentation
Support the Associate Counsel in reviewing estate plans for ultra-high-net-worth (UHNW) clients, with a focus on document preparation, organization, and drafting summaries
Apply working knowledge of transfer tax concepts — gift tax, estate tax, GST, and the mechanics of Forms 706 and 709 — to customer questions and document review
Help maintain legal templates, knowledge base articles, and FAQ documentation related to estate planning workflows across all 50 states and DC
Partner with the Customer Support team to resolve tickets within support team workflows that require legal subject matter input and help them upskill on common estate planning and transfer tax concepts
Contribute to the ongoing improvement of our AI support systems by flagging common legal inquiries, providing feedback on bot responses, and identifying use cases where AI can assist with first-line legal support
Stay current on developments in trusts and estates, wealth transfer, and tax-driven planning
Travel occasionally to customer on-sites, trainings, and company retreats as needed

Requirements

What you’ll need

3+ years of experience as a paralegal in a trusts and estates practice, estate planning law firm, trust company, or wealth management firm
Strong working knowledge of transfer taxes — gift, estate, and generation-skipping — including the mechanics and reporting requirements of Forms 706 and 709
Solid understanding of estate planning structures including revocable and irrevocable trusts, wills, powers of attorney, and exposure to advanced techniques such as GRATs, ILITs, IDGTs, SLATs, and CLATs/CRATs
Excellent written and verbal communication, with the ability to explain legal and tax concepts in plain language to non-attorneys
Customer-first mindset with strong empathy, patience, and problem-solving instincts
Comfortable working in a fast-paced, ambiguous startup environment and pivoting across competing priorities
Strong organizational skills, attention to detail, and the ability to manage multiple workstreams independently
Comfort with technology — experience with SaaS platforms, Intercom, Salesforce, or similar tools is a plus
Ability to collaborate across departments, particularly with Customer Support, Product, and Legal

Benefits

Comp & perks

Hybrid work arrangement in New York City (minimum 3x a week)
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!