Trust & Estate Paralegal — Complex Wealth Structuring
NewEdge Wealth
NewEdge Wealth is seeking a detail-oriented Paralegal to support the Wealth Strategy practice. The role focuses on reviewing, summarizing estate planning documents, including trusts, entity and transactional documents, and coordinating with advisors to navigate estate planning software. The position involves handling complex structures for ultra-high-net-worth clients, maintaining organized systems, and ensuring proper execution of documents and filings. #J-18808-Ljbffr NewEdge Wealth
$75k - $150k
Job Summary: As a Paralegal for the NewEdge Family... ...be a part of the Wealth Strategy practice focused... ..., summarizing estate planning documents, including trust, entity and... ...high-net-worth client structures that may include multiple... ...document work, complex structures, and building...StructuresWork at office- Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates) Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia... ...corporate compliance, trust and partnership structures and investment vehicles. Knowledge of estate...StructuresWork at officeImmediate start
$100k - $130k
...and administer family wealth, and plan for the transmission... ...into confidential estate plans that reflect... .... The Private Clients paralegal will provide support to... ...in all aspects of trust and estate administration... ...experience, scope and complexity of role responsibilities...SuggestedPrivate practiceWeekend workAfternoon shiftEarly shift$70k - $120k
...practice focused on sophisticated estate planning and wealth preservation. Work... ...attorneys on meaningful Trusts & Estates matters. Hybrid... ...Opportunity to support complex estate planning for individuals... ...years of Trusts & Estates paralegal experience. Estate planning...SuggestedWork at officeFlexible hours3 days per week- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration... ...platforms Paralegal certification Experience with estate litigation support or complex estate tax returns #J-18808-Ljbffr...SuggestedWork at office
$16 per hour
...Estate & Trust Attorney – Sophisticated Estate PlanningNew York, NY & White Plains, NYAbout... ...estates. This role centers on advanced wealth transfer strategies, tax-driven estate... ...candidate has hands-on experience structuring complex planning techniques for estates exceeding...Structures- ..., P.C. is a distinguished Estate Planning & Elder Law firm... ...their assets, preserve family wealth, and plan confidently for... ...for a Document Drafting Paralegal specializing in Trusts & Estates. The Document Drafting... ...comfortable working in a structured legal environment that...StructuresFull timeWork at office
$55k - $70k
Title: Estate Planning and Administration Paralegal (Remote) Salary: $55,000 - $70,000, commensurate with experience Base pay range... ...administration solutions for clients with complex, multi‑state estates, intricate trust structures, and high‑value assets. Our work...StructuresFull timeLocal areaRemote workRelocation package$185k
...Trusts & Estates Paralegal Location: New York, NY Schedule: Hybrid (2–3 days in-office) Classification: Non-Exempt Compensation: Up to $185... ...is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative...Work at office- Jobot is seeking an Estate Planning Associate (Hybrid) in New York for our sophisticated trusts & estates practice. The role involves working with high-net-worth clients on wealth transfer, tax planning, and complex estate structures. Requirements include a J.D. from an...Structures
- Orionplacement in New York City seeks a paralegal focusing on trusts and estates to support attorneys handling sophisticated estate planning and wealth preservation. The role is hybrid with three in-office days weekly at Manhattan and Brooklyn offices. The position involves...Work at office
$70k - $90k
...AMERY & ROSS, P.C. is searching for a Paralegal to join our Private Client Litigation team... ...experienced lawyers in all aspects of trust and estate litigation, estate administration,... ...disputes involving private individuals and wealth transfers from inception through termination...Private practice$50k - $52k
...advice to guide clients through complex issues, transactions, and... ...Administration Group provides estate, gift, and income tax advice,... ...as a full range of estate and trust administration services. We are seeking an entry level paralegal. This is an excellent opportunity...Local areaFlexible hours$310k - $420k
...Associate The Private Wealth Services group is... ...owners on sophisticated estate planning, wealth transfer... ...transfer tax matters Structure and implement sophisticated... ...and irrevocable trusts, family limited partnerships... ...~ Experience drafting complex estate planning...StructuresWork at office$310k - $420k
" Trust and Estate Associate Attorney | New York, NY (Hybrid) | Class Years... ...on the full spectrum of wealth transfer and tax planning, supported... ..., on top of base. A flat structure where everybody knows your... ...challenges that come with complex multigenerational wealth. Compensation...StructuresPrivate practiceWork at officeWork from homeMonday to Friday$250k - $300k
...experienced attorney to join our Tax, Trusts and Estates Practice Group as Of Counsel... ...Advise clients on complex estate planning strategies,... ...succession planning and family wealth transfer strategies.... ...and philanthropic planning. Structure and implement family partnerships...Structures$220k
Trusts & Estates Attorney Up to $225K Base + Bonus Big Law Quality of Work Manhattan (Hybrid) I am currently working... ...estate planning strategies, including wealth preservation, tax-efficient structuring, and complex trust arrangements. Trust & Estate Administration...StructuresHourly pay$400k
...Summary Rimon is seeking a Trusts & Estates Partner to join and further expand its private wealth and family office practice.... ...whose wealth planning needs are complex, multi-jurisdictional, and multi... ...wealth transfer planning Structure and advise family offices and...StructuresWork at officeRemote work$160k - $285k
...Description Job Description Estates & Tax Planning... ...& Tax Planning / Trusts Administration / Probate... ...the strategic depth and complex deal-making capacity... ...managing sophisticated wealth preservation, asset protection... ...family offices. ⨖ Structuring advanced wealth...StructuresFull timeLocal area$200k
Title Trust and Estates Tax Partner, Private Client Group Department Private... ...exceptional client service, overseeing complex tax planning and compliance,... ...on complex trust and estate structures. Provide expert counsel on estate planning, wealth transfer strategies, and...StructuresFull time$200k - $245k
...Description Private Client Trusts & Estates Associate Attorney / Senior... ...individuals and families on complex estate planning and administration... ...domestic estate planning, wealth transfer strategies, estate... ...tax-efficient family wealth structures. The Private Client team...StructuresPart timePrivate practiceWork at officeRemote work$115k
Senior Trust and Estate Attorney | New York, NY (Hybrid) | Class Years 20... ...trusts and estates, tax law, and wealth management, with the... ...comes from years of handling complex intergenerational planning.... ...end on top of base. A flat structure where everybody knows your name...StructuresPrivate practiceRemote workMonday to Friday$150k - $190k
The Wealth Strategist plays a central role within the... ...and liquidity planning, estate and wealth transfer... ...Wealth Strategists on complex client matters, and serve... ...revocable and irrevocable trusts, wills, powers of... ...Summarize complex estate structures into client ready formats...StructuresWork at office$76.5k - $162.5k
...Trusts & Estates ParalegalOur client in New York, NY is looking for a Trusts & Estates Paralegal for a full time position.The salary range is $76,500 to $162,500 DOE.Responsible for handling all phases of estate and trust administration, including probate, extensive communication...Full time- ...Trusts & Estates ParalegalLocation: New York, NY (3 days in-office) Classification: Non-Exempt Work Schedule: Hybrid – 3 days onsite, 2... ...are seeking a highly experienced and agile Trusts & Estates Paralegal to join our team in New York. This role requires someone who...Work at office
- ...businesses and high-net-worth individuals • Direct client communication and relationship management • Research and analysis of complex tax matters • Mentoring and supporting junior staff members Qualifications: • Active CPA license • 5+ years of public accounting...Flexible hours
$90k - $120k
...Our client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the attorneys in handling the administration of estates and trusts. The candidate will play a crucial role in providing support for...- ...nationally recognised law firm is seeking an experienced Trusts & Estates Partner (10+ years’ experience) to join its... ...estate, gift, and income tax planning, including complex and cross-border mattersDraft and structure sophisticated estate planning documents, including...StructuresFor contractorsPrivate practice
- ...detail-oriented Legal Administrative Assistant to support our Trusts & Estates practice in our New York City office. This role is ideal for... ...administrative support to multiple Trusts & Estates attorneys. Manage complex attorney calendars, coordinate meetings, conference calls,...Work at office
- ...multigenerational families, family offices, trusts and estates . The successful Partner... ...span personal wealth, closely held businesses, investments, trusts, estate structures and, frequently, multiple jurisdictions... ...a leadership role across complex private client engagements...StructuresTemporary workFor contractorsPrivate practiceLocal areaFlexible hours
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