Trust & Estates Paralegal

Job Description

Job Description

The Paralegal will support the Wealth Strategy practice with a primary focus on reviewing, analyzing, and summarizing estate‐planning, entity, and transactional documents. This role serves as a key resource to the family office and will also assist Wealth Advisors in navigating and utilizing estate‐planning software tools.

The position requires exceptional attention to detail, strong organizational discipline, and comfort working within complex ultra‐high‐net‐worth (UHNW) client structures involving multiple trusts, entities, real estate holdings, and operating businesses. The Paralegal functions as the central hub for document intake, issue identification, execution coordination, and ongoing document maintenance.

This role is ideal for a professional who enjoys deep document work, complex structural analysis, and building organized systems to support sophisticated planning.

Document Review & Analysis

• Review and analyze estate‐planning documents, including:
• • Revocable and irrevocable trusts
  • Wills and codicils
  • Powers of attorney and healthcare directives
• Review entity‐related documents, including:
• • LLC operating agreements
  • Partnership agreements
  • Shareholder agreements
• Review transactional documents, including:
• • Purchase agreements
  • Loan documents
  • Real estate contracts
• Identify and extract key provisions such as:
• • Trustee and fiduciary appointments
  • Distribution standards
  • Powers of appointment
  • Tax allocation provisions
  • Ownership and control structures
  • Summarize documents into standardized internal formats, templates, and checklists.

Document Management & Organization

• Maintain and organize digital and physical client files.
• Create and update document summaries, tracking logs, and internal records.
• Ensure all planning documents are complete, properly executed, and stored.
• Track deadlines, notices, and administrative requirements across client structures.

Coordination & Execution Support

• Coordinate with external and internal stakeholders, including:
• • Outside attorneys
  • Wealth advisors
  • Trustees
  • Custodians
• Support execution processes and ensure timely completion of required actions.

Required Qualifications

• Bachelor’s degree required; Paralegal certificate preferred.
• 3-7 Years of experience: Estate planning, Trust and estate administration, Corporate or transactional law
• Family office or wealth‐management environments
• Strong document‐review and issue‐spotting skills.
• Experience working with estate‐planning and entity‐related documents.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with document‐management systems.
• Familiarity with trust or estate‐planning software is a plus.