Pay: $120,000.00 - $140,000.00 per year
Why This Is a Great Opportunity
- Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.
- Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership transfers, and tax planning structures.
- Join a collaborative boutique practice offering sophisticated work without the hierarchy and rigidity of a large law firm.
- Enjoy a fully remote position while residing anywhere in New York or New Jersey.
- Use modern technology and AI tools to reduce repetitive work and focus on higher-value planning, organization, and implementation.
Location: This is a fully remote opportunity for candidates residing anywhere in New York or New Jersey, offering meaningful flexibility while staying closely connected to an experienced trusts and estates team.
Note: Candidates must have 5+ years of Trusts & Estates or Estate Planning paralegal experience, including advanced estate and gift tax planning and hands-on experience with irrevocable trusts and sophisticated wealth-transfer planning.
About Us
We are a sophisticated trusts and estates practice helping individuals and families with estate planning, advanced tax planning, elder law, asset protection, and estate administration. Our team combines high-level technical work with a collaborative, approachable culture focused on exceptional client service. Confidential Employer.
Job Description
- Support senior attorneys on complex estate, gift, and GST tax planning matters.
- Review and revise sophisticated estate planning and trust documents.
- Coordinate transactions involving trusts, LLCs, partnerships, gifts, sales, assignments, and ownership transfers.
- Prepare and maintain asset schedules, ownership charts, planning summaries, transaction checklists, and implementation trackers.
- Track trust funding, valuations, signatures, ownership transfers, and other implementation steps.
- Coordinate with clients, accountants, financial advisors, valuation professionals, and other outside advisors.
- Review documents and financial information for consistency with the intended planning structure.
- Identify missing information, inconsistencies, and incomplete planning steps for attorney review.
- Assist with precedent documents, checklists, planning systems, and internal processes.
- Use modern legal technology and AI-assisted tools to improve efficiency, organization, and quality.
Qualifications
- 5+ years of Trusts & Estates or Estate Planning paralegal experience.
- Advanced estate and gift tax planning experience.
- Experience with irrevocable trusts and sophisticated wealth-transfer planning.
- Familiarity with federal estate, gift, and GST tax concepts.
- Strong document review and revision skills.
- Experience with closely held businesses, LLCs, partnerships, ownership transfers, or similar planning structures.
- Strong organizational skills and exceptional attention to detail.
- Experience with SLATs, grantor and non-grantor trusts, gift tax returns, valuations, or high-net-worth families is strongly preferred.
Why You Will Love Working Here
- Work on sophisticated private-client matters in a smaller, more collaborative environment.
- Gain direct access to experienced senior attorneys and meaningful involvement in complex planning.
- Take ownership of important implementation and transaction details.
- Enjoy remote flexibility throughout New York and New Jersey.
- Join a team that values initiative, judgment, substantive knowledge, and thoughtful use of technology.
JPC-2065
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
