Paralegal (Estate Planning)

Location: Hybrid in New York City, with office attendance at least 3 days per week; occasional travel to customer on-sites, trainings, and company retreats may be required.

Salary: $90,000–$100,000 base, plus equity.

Company

hirify.global is an AI-powered wealth management platform that provides estate and tax planning solutions for financial advisors and their clients.

What you will do

• Serve as the first point of contact for advisor and end-user questions involving legal matters, estate planning, and transfer taxes.
• Triage and escalate complex questions to Associate Counsel and senior legal staff with appropriate context and documentation.
• Support the review of estate plans for ultra-high-net-worth clients through document preparation, organization, and summary drafting.
• Maintain legal templates, knowledge base articles, and FAQs covering estate planning workflows across all 50 states and DC.
• Partner with Customer Support to resolve legally complex tickets and improve understanding of estate planning and transfer tax concepts.
• Improve AI support systems by identifying common legal inquiries, reviewing bot responses, and recommending suitable AI-assisted support use cases.

Requirements

• 3+ years of paralegal experience in trusts and estates, estate planning, a trust company, or wealth management.
• Strong knowledge of gift, estate, and generation-skipping transfer taxes, including Forms 706 and 709.
• Understanding of revocable and irrevocable trusts, wills, powers of attorney, and advanced structures such as GRATs, ILITs, IDGTs, SLATs, and CLATs/CRATs.
• Excellent written and verbal communication skills, with the ability to explain legal and tax concepts in plain language.
• Strong organization, attention to detail, independent work habits, and the ability to manage multiple priorities in a fast-paced startup environment.
• Ability to collaborate with Customer Support, Product, and Legal; experience with SaaS platforms, Intercom, Salesforce, or similar tools is a plus.

Nice to have

• Paralegal certification such as NALA CP, NFPA PACE, or equivalent.
• Experience with ultra-high-net-worth clients or multi-state estate planning.
• Background in fintech, wealthtech, legaltech, or estate planning technology.
• Familiarity with AI-assisted legal workflows.
• Direct experience preparing or reviewing Forms 706 and 709.

Culture & Benefits

• Collaborative, supportive environment focused on innovation and cross-functional teamwork.
• Medical, dental, and vision insurance with low-cost premiums.
• Company-paid basic life insurance and short- and long-term disability insurance.
• Paid parental leave upon eligibility and flexible PTO, including holiday and birthday time off.
• Company equity, a 401(k) with matching and immediate vesting, and free estate planning for life.