Estate Planning Paralegal

The role

This paralegal will work alongside Associate Counsel and senior legal staff to support advisor and customer questions regarding legal and tax components. The role involves triaging inquiries, reviewing estate plans for ultra-high-net-worth clients, and maintaining legal templates and documentation.

What you will do

• Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component
• Triage and escalate complex legal questions to Associate Counsel and senior counsel
• Support the Associate Counsel in reviewing estate plans for ultra-high-net-worth clients
• Apply working knowledge of transfer tax concepts to customer questions and document review
• Help maintain legal templates, knowledge base articles, and FAQ documentation
• Partner with the Customer Support team to resolve tickets and help them upskill
• Contribute to the ongoing improvement of AI support systems
• Stay current on developments in trusts and estates, wealth transfer, and tax-driven planning

Required qualifications

• 3+ years of experience as a paralegal in a trusts and estates practice, estate planning law firm, trust company, or wealth management firm
• Strong working knowledge of transfer taxes — gift, estate, and generation-skipping — including the mechanics and reporting requirements of Forms 706 and 709
• Solid understanding of estate planning structures including revocable and irrevocable trusts, wills, powers of attorney, and exposure to advanced techniques such as GRATs, ILITs, IDGTs, SLATs, and CLA
• Excellent written and verbal communication
• Customer-first mindset with strong empathy, patience, and problem-solving instincts
• Comfortable working in a fast-paced, ambiguous startup environment
• Strong organizational skills, attention to detail, and the ability to manage multiple workstreams independently
• Ability to collaborate across departments

Nice to have

• Experience with SaaS platforms, Intercom, Salesforce, or similar tools
• Paralegal certification (NALA CP, NFPA PACE, or equivalent)
• Experience supporting UHNW clients or working in a multi-state estate planning practice
• Prior experience in a fintech, wealthtech, legaltech, or estate planning–focused technology company
• Familiarity with AI-assisted legal workflows or interest in helping shape them
• Experience preparing or reviewing Forms 706 and 709 directly

Benefits

• Medical, dental, and vision insurance options
• 100% company-paid basic life insurance, short-term and long-term disability insurance
• 100% paid parental leave upon eligibility
• Company equity managed through Carta
• 401k with match and 100% vesting upon hire
• Flexible PTO
• Paid time off for holidays and birthdays
• Free estate planning for life

About the company

Wealth.com is an AI wealth management platform that empowers financial advisors to deliver estate and tax planning solutions. The company is certified as a Great Place to Work for 2026.