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.


– 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






Mid-Level (5-15 Years)



Start Date

This Month




1-3 Months


Slack, Notion

November 18, 2021 at 3:32 pm

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