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Wealth Counsel Jobs (NOW HIRING)

Law Mom

Estate Planning Paralegal

Duxbury, MA · On-site

$83K/yr

Applicants without direct Wealth Counsel drafting experience will not be considered. This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting ...

Truepoint Wealth Counsel

Wealth Advisor

Blue Ash, OH · On-site

Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing ...

Law Mom

Senior Associate Attorney

Newburyport, MA · On-site

$150K - $200K/yr

Draft and review estate planning documents with precision and care using Wealth Counsel software. * Jump in on sophisticated trust and estate issues and collaborate with our legal team to provide the ...

Law Mom

Senior Associate Attorney

Duxbury, MA · On-site

$150K - $200K/yr

Draft and review estate planning documents with precision and care using Wealth Counsel software. * Jump in on sophisticated trust and estate issues and collaborate with our legal team to provide the ...

Nevis Wealth

Legal Counsel

Manhattan, NY · On-site

About Nevis Nevis is building the AI platform for wealth management. We help financial advisors and ... As we continue to scale, we're hiring our first In-House Legal Counsel to build and lead the legal ...

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Wealth Counsel information

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How much do wealth counsel jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth counsel in the United States is $146,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,500.00 and $190,000.00 per year, depending on experience, location, and employer.

What does a Wealth Counsel do?

A Wealth Counsel is a legal professional who specializes in estate planning, asset protection, and wealth management for individuals, families, or businesses. They provide legal guidance on trusts, wills, tax strategies, and other financial matters to help clients preserve and transfer wealth efficiently. Their role often involves working closely with financial advisors and accountants to develop comprehensive strategies tailored to clients' unique needs.

What are the key skills and qualifications needed to thrive as a Wealth Counsel?

To thrive as a Wealth Counsel, you need a strong background in estate planning, tax law, and financial advisory, often supported by a law degree (JD), bar admission, and relevant certifications such as CFP or CTFA. Familiarity with wealth management software, legal research tools, and client relationship management (CRM) systems is important. Excellent interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly set top candidates apart. These skills ensure clients receive sound, compliant advice while building trusted, lasting relationships.

What are some typical challenges faced by Wealth Counsel professionals, and how can they be addressed?

Wealth Counsel professionals often encounter complex client needs, intricate tax or estate regulations, and the challenge of balancing multiple high-stakes cases simultaneously. Staying current with changing laws and financial strategies is key to providing accurate counsel. Strong organizational skills, ongoing professional development, and close collaboration with financial advisors or tax specialists help address these challenges. By adopting a proactive approach and leveraging a robust professional network, Wealth Counsel can ensure optimal outcomes for their clients and continued professional growth.

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Wealth Counsel jobs near you
Infographic showing various Wealth Counsel job openings in the United States as of September 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 84% In-person, 11% Hybrid, and 5% Remote job distribution, with an average salary of $146,280 per year, or $70.3 per hour.

Estate Planning Paralegal

Duxbury, MA • On-site

Law Mom
See more jobs at Law Momexternal

$83K/yr

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Key responsibilities

  • Draft and manage estate planning documents including trusts, wills, powers of attorney, health care proxies, trust amendments, and real estate deeds.

  • Manage multiple estate planning matters simultaneously, coordinate workflow, track deadlines, and maintain organized client records.

  • Review documents for accuracy and consistency, ensuring plans match attorney recommendations and maintaining high standards for client service and document quality.

Job description

Position Type: Full-Time.
Salary: Starting at $83,000+ based on experience.

About Law Mom:
Law Mom is a growing estate planning, probate, and trust administration law firm serving families throughout Massachusetts. We are known for exceptional client care, innovative legal solutions, and a collaborative team culture focused on helping families protect what matters most.

We are seeking a highly experienced Senior Estate Planning Paralegal to join our Duxbury Office.

IMPORTANT: WEALTHCOUNSEL EXPERIENCE IS REQUIRED.

Applicants without direct Wealth Counsel drafting experience will not be considered.

This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.

What You'll Do: Draft Complex Estate Planning Documents.

You will draft and manage:
  • Revocable Living Trusts.
  • Wills.
  • Powers of Attorney.
  • Health Care Proxies.
  • Trust Amendments and Restatements.
  • Irrevocable Trusts.
  • Massachusetts Asset Protection Trusts (MAPTs).
  • First-Party and Third-Party Special Needs Trusts (SNTs).
  • Real Estate Deeds.
  • Trust Funding Documents.
  • Trust administration.
  • Probate.

Project Management:
  • Manage multiple estate planning matters simultaneously.
  • Coordinate workflow between attorneys, legal assistants, and clients.
  • Track deadlines and ensure files move efficiently from engagement through signing.
  • Identify potential issues before they become problems.
  • Maintain organized and accurate client records.

Quality Control:
  • Review documents for accuracy and consistency.
  • Ensure plans match attorney recommendations and engagement terms.
  • Maintain Law Mom's high standards for client service and document quality.

Required Qualifications.
MUST HAVE:
  • Minimum 2-4 years of estate planning paralegal experience.
  • Direct Wealth Counsel drafting experience (required, no exceptions).
  •  Experience drafting MAPTs.
  •  Experience drafting Special Needs Trusts (First-Party and Third-Party).
  •  Experience drafting revocable and irrevocable trusts.
  •  Strong understanding of Massachusetts estate planning concepts.
  •  Excellent organizational and project management skills.
  •  Ability to independently manage files and deadlines.
  •  Exceptional attention to detail.

Preferred:
  •  Experience with Zoho CRM.
  •  Experience preparing and recording deeds.
  •  Notary Public or willingness to become a Notary.

Who Will Thrive Here: You are.
  •  Detail-oriented and highly organized.
  •  Comfortable managing multiple projects simultaneously.
  •  Proactive and solution-focused.
  •  Tech-savvy and comfortable learning systems.
  •  Passionate about helping families.
  •  Able to work independently while collaborating with a team.

Benefits:
  • Performance bonus opportunities.
  • Health insurance.
  • 401(k) with employer match.
  • Paid time off.
  • Paid holidays.
  • Hybrid work schedule.
  • Professional development opportunities.
  • Supportive and collaborative team environment.

To Apply: Please submit.
  • Resume.
  • Cover Letter.
  • A brief video (2–3 minutes) explaining:
    •  Your Wealth Counsel experience.
    •  Your experience drafting MAPTs and Special Needs Trusts.
    •  Why you would be a great fit for Law Mom.


Only candidates with direct Wealth Counsel drafting experience and at least four years of estate planning paralegal experience will be considered. Please send your resume to Olivia@lawmom.com ATTN: OLIVIA PARA.