Day-to-Day as an Estate Planning Associate:- Work with a high-performing & growth-orientated team
- Speak your mind, have your voice heard, innovate, and streamline existing processes
- Grow yourself personally and professionally with the support of your team
- Learn and utilize estate plan modeling software for client estate reviews
- Assist with third-party estate document preparation
- Review estate documents for key terms, roles, and potential issues
- Perform legal research
- Coordinate with third-party trust company partners
- Coordinate and communicate with other team members to perform job functions
- Other various assigned projects associated with estate, philanthropy, and wealth services.
What You Bring as an Estate Planning Associate:- 2-5 years of proven experience in a paralegal or estate-focused role, ideally within wealth management
- Paralegal certification, JD, or AEP/CEP designations preferred
- Knowledge of estate and tax laws and concepts
- Familiarity with estate plan drafting, probate, trust administration, and estate settlement
- Familiarity with Form 706, 709, and 1041
- Strong technical skills
- Excellent attention to detail, multi-tasking, and time management skills
- Strong written and verbal communication skills required.
- Ability to work independently and remain flexible as priorities change
- Proficient in Microsoft Office - Word, Excel, Outlook, and PowerPoint
- Experience with SalesForce and MoneyGuidePro/eMoney preferred
- Outstanding ability to communicate and work collaboratively
Job Type: Full-time, salaried non-exempt
Location: This position is based out of our office in Houston, Scottsdale, or Santa Barbara.
This is an in-office position. Salary: $90,000, plus $20,000 annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
