About this role
Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for a Paralegal or Junior Attorney in the Trusts and Estate Space for a Family Office.
Overview : Major, Lindsey & Africa is seeking a Paralegal or Junior Attorney with 3-5+ years of experience in Trusts and Estates
Company: A Family Office
Experience: At least 3-5+ years of Paralegal or Attorney experience in Trusts and Estates
Location: NYC Hybrid
Responsibilities Include:
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.
Qualifications
Bachelor’s degree required and aralegal certificate preferred or if Attorney, J.D. and One State Bar.
3–7 years of experience in:
Estate planning
Trust and estate administration
Corporate or transactional law
Family office or wealth management environment
Technical Skills
Strong document review and issue-spotting ability.
Experience with estate and entity documents.
Proficiency in:
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Document management systems
Experience with trust or estate planning software a plus.
Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page: https://www.mlaglobal.com/en/consultant-resources
All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration.
Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.