Paralegal (Estate Planning)

Join our fast-paced fintech startup as a Paralegal specializing in estate planning. You will work directly with our Associate Counsel and senior legal staff, providing support for advisor and customer inquiries related to legal and tax matters. Your responsibilities will include triaging complex legal questions, reviewing estate plans for ultra-high-net-worth clients, maintaining legal templates and documentation, and contributing to the improvement of our AI support systems. This is a fully remote position with unlimited PTO, full medical and dental benefits, and a 401k with match.

• Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component, providing clear and accurate responses.
• Support the Associate Counsel in reviewing estate plans for ultra-high-net-worth (UHNW) clients, with a focus on document preparation, organization, and drafting summaries.
• Help maintain legal templates, knowledge base articles, and FAQ documentation related to estate planning workflows across all 50 states and DC.
• This role is designed for an experienced estate planning paralegal with a strong working knowledge of transfer taxes — gift, estate, and generation-skipping — who wants to apply that expertise inside a fast-moving fintech startup
• This is an ideal role for a paralegal who has spent meaningful time in a trusts and estates practice, understands the mechanics of wealth transfer planning, and is excited about leveraging technology to scale how that expertise gets delivered
• Strong working knowledge of transfer taxes — gift, estate, and generation-skipping — including the mechanics and reporting requirements of Forms 706 and 709
• Excellent written and verbal communication, with the ability to explain legal and tax concepts in plain language to non-attorneys
• 3+ years of experience as a paralegal in a trusts and estates practice, estate planning law firm, trust company, or wealth management firm
• Ability to collaborate across departments, particularly with Customer Support, Product, and Legal
• Strong organizational skills, attention to detail, and the ability to manage multiple workstreams independently
• Comfortable working in a fast-paced, ambiguous startup environment and pivoting across competing priorities
• 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 CLATs/CRATs
• Comfort with technology — experience with SaaS platforms, Intercom, Salesforce, or similar tools is a plus
• Customer-first mindset with strong empathy, patience, and problem-solving instincts
• Paralegal certification (NALA CP, NFPA PACE, or equivalent)
• Experience supporting UHNW clients or working in a multi-state estate planning practice
• Familiarity with AI-assisted legal workflows or interest in helping shape them
• Prior experience in a fintech, wealthtech, legaltech, or estate planning–focused technology company
• Experience preparing or reviewing Forms 706 and 709 directly