Paralegal Associate - Estate Planning

The Role

The Advisor Success team sits at the intersection of financial planning and advanced client needs — delivering estate planning, tax strategy, and complex wealth structuring support to advisors and clients across Farther. The Paralegal Associate – Estate Planning Support is a key member of this team, responsible for guiding clients and financial advisors through the development of core estate planning documents. This role focuses on education, process management, and documentation support — ensuring clients understand their options and that advisors can confidently integrate estate structures into comprehensive financial plans.

 

Your Impact

• Guide clients and advisors through the estate planning process for foundational documents — wills, financial powers of attorney, healthcare directives, and revocable living trusts — clarifying options and terminology without rendering legal opinions.
• Facilitate intake and fact-gathering for estate planning matters, including family details, asset summaries, beneficiary intentions, and key decision-makers (executors, trustees, agents, and healthcare representatives).
• Coordinate communication between clients, financial advisors, and external estate planning attorneys — tracking each matter from initial consultation through document execution and trust funding.
• Prepare and organize draft instructions, document summaries, and checklists for review by supervising attorneys or approved outside counsel, ensuring completeness and consistency with client objectives.
• Assist with titling and beneficiary coordination in alignment with estate planning documents, working closely with financial planning, operations, and custodial teams.
• Develop and maintain standardized workflows, templates, and client-friendly educational materials covering wills, POAs, healthcare directives, and revocable trusts.
• Support advisor training and office hours on the estate planning process, common document structures, and best practices for working with outside counsel.
• Maintain meticulous records of client interactions, document status, and key decisions in the firm's CRM and document management systems — ensuring full compliance with firm policies and applicable regulations.

 

The Ideal Match

• Bachelor's degree required; paralegal certificate from an ABA-approved program required.
• 3+ years of experience as a paralegal, legal assistant, or estate planning support professional — ideally in trusts and estates, private wealth, or a related practice area.
• Solid working knowledge of core estate planning documents and concepts: wills, powers of attorney, healthcare directives, revocable trusts, beneficiary designations, and basic probate/estate administration terminology.
• A foundational understanding of federal estate and gift tax concepts.
• Strong organizational skills with the ability to manage multiple client matters and deadlines simultaneously in a fast-paced environment.
• Excellent written and verbal communication skills — able to explain complex legal concepts in plain, client-friendly language.

 

Bonus Points

• Experience working with high-net-worth or mass affluent clients at a wealth management firm, law firm, or trust company.
• Proficiency with CRM systems, document management platforms, workflow tools, and secure client portals.
• Familiarity with trust funding, titling processes, and custodian coordination in a wealth management context.

 

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech and wealth management
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

 

Ready to disrupt wealth management? Let's talk!