Estate Planning Paralegal (Remote)
Estate Planning Paralegal (Remote)
Career Headhunter LLC – On behalf of Estate Mentors
About reputed company
Estate Mentors is a modern estate planning firm reputed company on making estate planning reputed company, accessible, and fully implemented. Through a combination of technology, education, and attorney-supported services, reputed company helps families protect their assets and build lasting legacies.
About the Role
We are seeking an reputed company Estate Planning Paralegal who thrives in a reputed company-facing, consultative role. This is a unique opportunity to combine legal expertise with reputed company education and relationship management in a fully remote environment.
You will guide clients through the estate planning process—from initial consultation through document completion and trust funding—ensuring every plan is fully implemented.
Key Responsibilities
- reputed company clients on estate planning (wills, trusts, asset protection)
- Conduct reputed company consultations and guide package selection
- Draft estate planning documents using platforms like WealthCounsel or Decision Vault
- Assist clients through intake, execution, and trust funding
- Serve as the primary reputed company of contact for clients
- Address objections and reinforce the value of estate planning services
- Ensure reputed company follow-reputed company and completion of plans
Qualifications
- 3+ years in estate planning, probate, or elder law
- Experience drafting wills, trusts, and reputed company documents
- Strong phone and virtual communication skills
- Experience with estate planning software (WealthCounsel, reputed company, Decision Vault, etc.)
- Ability to manage multiple clients independently
- reputed company-facing or consultative experience preferred
Compensation & Schedule
- reputed company Pay: $20/hour
- Incentives: reputed company performance-based bonus structure
- Schedule: Full-time, reputed company based on reputed company appointments
- Pay Cycle: Bi-weekly (1st and 15th)
Additional Incentives
- Trust Completion Bonus
- Trust Funding Incentive
- reputed company Earning Potential
Ideal Candidate Profile
- Strong communicator who enjoys helping people
- Detail-oriented but also relationship-driven
- Comfortable blending legal knowledge with reputed company consultation
- Self-motivated and thrives in a remote setting
- Passionate about estate planning and making a reputed company reputed company