Today

Thursday Jan 20th


Estate Planning Paralegal – Ultra High Net Worth Experience Preferred

$50.00 / hr


Remote / 30 hrs / Part-Time / Fixed Duration / Mid-Level (5-15 Years)


A comprehensive estate planning platform revolutionizing this long-neglected industry. We are category leaders, enabling advisors to unlock decades of industry-leading expertise to create an extensive and valuable plan for their clients.

As a distributed team, we are committed to creating an exceptional product and culture. We’re currently looking for a dedicated paralegal to bring valuable knowledge and expertise to our brand.

You’ll be working with a group of diverse designers, developers, operations managers, and attorneys, all of whom share a passion for building beautifully designed products and making complex processes user-friendly.

Job Description:
As an Estate Reports Paralegal, you will play a critical role in gathering essential information from estate plans to create a comprehensive report for our clients. We are looking for someone who is extremely detail-oriented and has strong experience with reviewing complex estate plans, including high net worth individuals.

Responsibilities include:

– Reviewing estate documents and extracting key information for our designers to create a visual report of the client’s estate. Quickly identify fiduciaries, trust structure, retirement assets, etc., and clearly identify how the estate should be divided upon the client’s death.
– Communicate and collaborate with team members to create an accurate and thorough report for the client.
– Identify efficiency and drive process creation to ensure that we create a scalable solution.

Qualifications:

– 5+ years experience in complex estate planning
– Strong proofreading skills
– Extreme attention to detail and organization
– Proven team player
– Ability to multi-task and meet deadlines as assigned


Practice Areas

Research


Skills


Industries

Fintech


Seniority

Mid-Level (5-15 Years)


Location

Remote


Start Date

This Month


Length

Part-Time


Duration

1-3 Months


Technologies

Slack, Notion

November 18, 2021 at 3:32 pm

-+* (Utility) Public Opps Side View

#opportunities

You can search new opportunities, review details, apply and much more.

+* Public Opps Filter

Paralegal | Inhouse Due Diligence Support

$100.00 / hr

Remote / 40 hrs / Project Based / Fixed Duration / Senior (16+ Years)

View Details

4 hours ago


Commercial Lawyer w/ Payments Experience

$160.00 / hr

Remote / 15 hrs / Part-Time / Ongoing / Mid-Level (5-15 Years)

View Details

7 hours ago


Junior Attorney (Securities)

$120.00 / hr

Remote / 30 hrs / Project Based / Ongoing / Junior (<5 Years)

View Details

7 hours ago


M&A Counsel

$130.00 / hr

Remote / 20 hrs / Project Based / Ongoing / Mid-Level (5-15 Years)

View Details

1 day ago


Commercial Counsel (3-6 month contract position)

$210,000.00 / yr

Remote / Full-Time / Permanent / / Mid-Level (5-15 Years)

View Details

2 days ago


Commercial Counsel

$130.00 / hr

Remote / 20 hrs / Part-Time / Ongoing / Mid-Level (5-15 Years)

View Details

1 week ago


Legal Operations

$60.00 / hr

Remote / 20 hrs / Project Based / Ongoing / Mid-Level (5-15 Years)

View Details

1 week ago


Junior to Mid-level Attorney (Healthcare)

$120.00 / hr

Remote / 40 hrs / Full-Time / Contract / Ongoing / Junior (<5 Years)

View Details

1 week ago