Sr. Estate and Trust Paralegal

The Senior Paralegal conducts legal research (e.g., due diligence, case and factual research, responding to queries and investigations, preparing summary reports, etc.) to support the organization's law related initiatives and/or matters. Working independently under general supervision, this job reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness. This job also maintains files, databases and systems to collect, store, and reviews data on litigation, agreements, opinions, and other legal documents.

Key Responsibilities and Duties

• Gathers and analyzes legal research such as statutes, regulations, decisions, case filings, articles, and other documents.
• Keeps track of, prepares and files federal and/or state regulatory filings in a timely and accurate manner.
• Reviews and edits legal documents (e.g., contracts, agreements, pleadings, business communications, etc.) to ensure accuracy and completeness.
• Applies strong understanding of applicable practice areas, as well as federal and state regulatory issues/processes, to provide efficient and accurate paralegal services.
• Develops, and may recommend, alternative approached to operational issues of low to moderate complexity in order to minimize business risks.
• Processes, analyzes, and summarizes more complex legal proceedings for attorneys.
• Reviews corporate documents for compliance with regulatory guidelines.
• Monitors and analyzes legislative/regulatory developments that affect the company’s products and services.
• Coordinates with business partners, outside counsel, and other vendors as needed to obtain and provide needed information, manage litigation, and handle other legal filings and projects.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• Physical Requirements: Sedentary Work

Career Level

6IC

• In collaboration with WPS attorneys, review and summarize estate planning documents including, Wills, Revocable Trusts, Irrevocable Trusts, Charitable Trusts and Deeds to assist in the preparation of client flowcharts.
• Prepare client estate and financial planning flowcharts depicting clients’ current and proposed estate plans to include assets, values, ownership, beneficiary designations, estate plan summary and tax exposure analysis. Illustrate the effectiveness of state and federal estate tax savings strategies and charitable planning.
• Research, prepare and calculate detailed state estate taxes, federal estate taxes and federal gifts taxes.
• Review Gift Tax Returns and Federal Estate Tax Returns to assess remaining federal estate tax exclusion amounts and available portability amounts.
• Advanced knowledge of the transfer tax system and core tax savings strategies such as annual gifting, GST Trusts, Charitable Trusts, GRATs, QPRTs and SLATs.
• Team with Wealth Planning Strategists, Wealth Management Advisors, Client Relationship Consultants and Trust Administrators to discuss and gather necessary information and data to complete client flowchart deliverables.
• Prepare detailed Family Trees for high-net worth clients.
• Conduct legal research and analysis for client communications and flowcharts, presentation materials, guides and whitepapers.
• Participate in Thought Leadership for Wealth Planning Strategies presentation materials, guides and whitepapers - collaboration, drafting, editing and research.
• Responsible for the maintenance of the Wealth Planning Strategies Knowledge Exchange site.
• Research and monitor various software vendors used by the Wealth Planning Strategies group: CCH and Leimberg NumberCruncher.
• Responsible for the design and maintenance of the Wealth Planning Strategies Attorney Referral Network SharePoint Site. Review and vet all attorneys added and monitor the annual quality assurance review of the database.

Anticipated Posting End Date:

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.