High Net Worth Planning Paralegal

Summary : We are seeking an experienced and highly capable paralegal to join our Sophisticated Planning Strategies team. This role is designed for a professional who thrives in a fast-paced planning environment and is ready to take on meaningful work across complex estate, business, and charitable planning matters. We are looking for skills in legal document review and summary, light legal research, case management, project coordination, and team communication across a team of professionals who…