Paralegal / Document Reviewer Specialist

Job Description

Job Description

As a Paralegal, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the family office, you will also assist Wealth advisors navigate estate planning software solutions.

This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance.

The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning.

Duties/ Responsibilities:
Document Review and Analysis

• Review estate planning documents, including:
  • Revocable and irrevocable trusts
  • Wills and codicils
  • Powers of attorney and healthcare directives

• Review entity documents, including:
  • LLC operating agreements
  • Partnership agreements
  • Shareholder agreements

• Review transactional documents, including:
  • Purchase agreements
  • Loan documents
  • Real estate contracts

• Identify key provisions such as:
  • Trustee and fiduciary roles
  • Distribution standards
  • Powers of appointment
  • Tax allocation provisions
  • Ownership structures

• Summarize documents into standardized internal formats and checklists.

Document Management & Organization

• Maintain and organize digital and physical document files.
• Create and maintain document summaries and tracking logs.
• Ensure all planning documents are complete, signed, and properly executed.
• Track key deadlines, notices, and administrative requirements.

Coordination & Execution Support

• Coordinate with:
  • Outside attorneys
  • Advisors
  • Trustees
  • Custodians

Required Skills/ Abilities:

• Bachelor's degree required.
• Paralegal certificate preferred.
• 3–7 years of experience in:
  • Estate planning
  • Trust and estate administration
  • Corporate or transactional law
  • Family office or wealth management environment
• Strong document review and issue-spotting ability.
• Experience with estate and entity documents.
• Proficiency in:
  • Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Document management systems
• Experience with trust or estate planning software a plus.