Wealth.com
Estate Planning Paralegal
$120K–$140K
New York, New York +1 · Hybrid · Full-time · Posted Jul 22, 2026
- Location
- New York, New York
Hybrid, San Francisco - Experience
- 3+ years.
About the job
Supports counsel and customers with estate-planning and transfer-tax questions, document review, legal resources, and improvements to AI-assisted legal support.
What you'll do
- Triage and respond to advisor and customer inquiries, escalating complex legal questions to counsel.
- Assist with reviewing UHNW estate plans, preparing and organizing documents, and drafting summaries.
- Maintain estate-planning resources and improve AI support by flagging common inquiries and giving feedback on bot responses.
What they ask for
- 3+ years of paralegal experience in trusts and estates, an estate planning law firm, trust company, or wealth management firm.
- Working knowledge of gift, estate, and generation-skipping transfer taxes, including Forms 706 and 709.
- Understanding of estate-planning structures, including trusts, wills, and powers of attorney.
- Strong communication, organization, attention to detail, and ability to explain legal and tax concepts in plain language.
Nice to have
- Paralegal certification (NALA CP, NFPA PACE, or equivalent).
- Experience with UHNW clients, multi-state estate planning, fintech/wealthtech/legaltech, or AI-assisted legal workflows.
Pay
$120K – $140K USD base salary
Tools
Forms 706, Forms 709, SaaS platforms, Intercom, Salesforce
AI focus
Contribute to AI support systems by identifying common legal inquiries, reviewing bot responses, and identifying use cases for first-line legal support.
Model-written summary · the original posting is authoritative