Paralegal Associate - Estate Planning

Farther Finance

Not specified
On-site
Estate planning documents
Client education
Process management
Farther Finance is seeking a Paralegal Associate for their Estate Planning team, responsible for guiding clients and advisors through the estate planning process. The ideal candidate will possess a bachelor's degree, a paralegal certificate, and at least three years of relevant experience, demonstrating solid knowledge of estate planning documents and concepts

Job Summary

  • Guide clients and advisors through the estate planning process for foundational documents, clarifying options and terminology without rendering legal opinions.
  • Coordinate communication between clients, financial advisors, and external estate planning attorneys, tracking each matter from initial consultation through document execution and trust funding.
  • Competitive comp package that rewards impact, work alongside some of the brightest minds in fintech and wealth management, and chart your own growth path as we expand.

Matching Summary

Match Score: 85

Farther Finance is seeking a Paralegal Associate for their Estate Planning team, responsible for guiding clients and advisors through the estate planning process. The ideal candidate will possess a bachelor's degree, a paralegal certificate, and at least three years of relevant experience, demonstrating solid knowledge of estate planning documents and concepts.

Skills & Requirements

Must-have

  • Estate planning documents
  • Client education
  • Process management
  • Documentation support
  • Financial advisors support

Nice-to-have

  • High-net-worth clients
  • Wealth management firm experience
  • Trust company experience
  • Workflow tools proficiency

Key Requirements

  • Bachelor's degree required
  • Paralegal certificate required
  • 3+ years of experience
  • Foundational understanding of tax concepts
  • Ability to manage multiple deadlines

Work Rights

Not specified

Tailored Resume

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