Estate Planning Paralegal (Remote)
Estate Planning Paralegal (reputed company 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
We are committed to equal opportunity and diversity in reputed company. We consider reputed company reputed company applicants without reputed company to race, reputed company, religion, gender, sexual orientation, national reputed company, disability, or veteran status. reputed company inquiries and applications are kept confidential. Apply tot his job Apply To this Job