Trust & Estates Paralegal

Job Description Job Description The Paralegal will support the Wealth Strategy practice with a primary focus on reviewing, analyzing, and summarizing estate‐planning, entity, and transactional documents. This role serves as a key resource to the family office and will also assist Wealth Advisors in navigating and utilizing estate‐planning software tools. The position requires exceptional attention to detail, strong organizational discipline, and comfort working within complex ultra‐high‐net‐wor…