Job description
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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.