# Paralegal, Estate Planning at Wealth.com

- Company: Wealth.com
- What the company does: Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
- Company website: https://www.wealth.com
- Type: Startups
- Level: Mid level
- Location: New York, New York
- Work setup: Remote
- Pay: $90K to $105K base salary per year (USD)
- Posted: 2026-07-22
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/wealth-com/f6071920-40e5-4c5b-a05f-adc5507222a4
- Page: https://www.1752.vc/careers/jobs/wealth-com-paralegal-estate-planning/

## About the role

We are seeking a Paralegal to join our team and work directly alongside our Associate Counsel and senior legal staff. 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.

## What they're looking for

- 3+ years of experience as a paralegal in a trusts and estates practice, estate planning law firm, trust company, or wealth management firm
- Strong working knowledge of transfer taxes — gift, estate, and generation-skipping — including the mechanics and reporting requirements of Forms 706 and 709
- 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
- Excellent written and verbal communication, with the ability to explain legal and tax concepts in plain language to non-attorneys
- Customer-first mindset with strong empathy, patience, and problem-solving instincts
- Comfortable working in a fast-paced, ambiguous startup environment and pivoting across competing priorities

Tags: Legal