Trust & Estate Paralegal

Job Summary:

As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the family office, you will also assist NewEdge Wealth advisors navigate estate planning software solutions.

This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance.

The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning.

Duties/ Responsibilities:

Document Review and Analysis

Review estate planning documents, including:

• Revocable and irrevocable trusts
• Wills and codicils
• Powers of attorney and healthcare directives

Review entity documents, including:

• LLC operating agreements
• Partnership agreements
• Shareholder agreements

Review transactional documents, including:

• Purchase agreements
• Loan documents
• Real estate contracts

Identify key provisions such as:

• Trustee and fiduciary roles
• Distribution standards
• Powers of appointment
• Tax allocation provisions
• Ownership structures

Summarize documents into standardized internal formats and checklists.

Document Management & Organization

• Maintain and organize digital and physical document files.
• Create and maintain document summaries and tracking logs.
• Ensure all planning documents are complete, signed, and properly executed.
• Track key deadlines, notices, and administrative requirements.

Coordination & Execution Support

Coordinate with:

• Outside attorneys
• Advisors
• Trustees
• Custodians

Required Skills/ Abilities:

• Bachelor’s degree required.
• Paralegal certificate preferred.
• 3–7 years of experience in estate planning, trust and estate administration, corporate or transactional law, and family office or wealth management environment
• Strong document review and issue-spotting ability.
• Experience with estate and entity documents.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and document management systems
• Experience with trust or estate planning software a plus.

Salary: $75,000 - $150,000, based on experience

Who We Are:

EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.