Paralegal Associate - Estate Planning

Farther•New York, NY

17h

About The Position

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. 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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.