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Estate Planning Paralegal

Estate Planning Paralegal

JobotNew York, NY, US
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Estate Planning Paralegal | HNW Client experience required

This Jobot Job is hosted by : Trey Mattson

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $110,000 - $140,000 per year

A bit about us :

Our client is a nationally recognized, full-service law firm known for delivering sophisticated legal counsel across a wide range of practice areas. With a strong focus on client service and practical solutions, our client’s Trusts and Estates team works closely with individuals, families, and business owners to develop and implement comprehensive estate plans tailored to their unique needs and goals.

Why join us?

Why Work Here :

  • High-Caliber Work : Join a team that regularly advises high net worth individuals and families, offering exposure to complex estate planning strategies and wealth preservation techniques.
  • Collaborative Culture : Work in a supportive, team-oriented environment that values your contributions and encourages professional development.
  • Growth Opportunities : Our client is committed to your career advancement, offering mentorship, continuing education, and the chance to work alongside experienced attorneys on sophisticated matters.
  • Client-Focused Mission : Be part of a firm that prioritizes long-term client relationships and personalized service.

Job Details

Requirements :

  • Experience : Minimum of 5 years of experience as a paralegal in estate planning, with a strong background in handling high net worth estates.
  • Knowledge : Proficiency in preparing estate planning documents (wills, trusts, powers of attorney), managing trust funding, and assisting with estate and trust administration.
  • Skills : Exceptional attention to detail, strong organizational and communication skills, and the ability to manage multiple priorities in a fast-paced environment.
  • Technical Proficiency : Familiarity with estate planning software and document management systems.
  • Professionalism : Ability to work independently and maintain confidentiality while interacting with high-profile clients and sensitive financial information.
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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    Paralegal Estate Planning • New York, NY, US

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