Estate Planning Paralegal - Remote

Overview

An overview paragraph about the job

In Short

• Remote opportunity with a focus on estate planning and trust creation.
• Engage with clients to explain the importance of estate planning.
• Utilize estate planning software for document preparation.
• Assist clients with intake forms and address their questions.
• Support clients in coordinating asset transfers for trust funding.
• Serve as the primary contact for clients, providing ongoing support.
• Discuss the estate planning process confidently with clients.
• Ideal candidate should have 3+ years of experience in estate planning.
• Strong verbal communication skills are essential.
• Flexible full-time schedule based on client needs.

Requirements

• 3+ years of experience in estate planning or estate & elder law.
• Strong verbal communication skills, especially over the phone.
• Proficiency with estate planning software (e.g., WealthCounsel, Clio).
• Ability to manage multiple clients and tasks independently.
• Experience in addressing client objections and articulating benefits.

Benefits

• Base pay starting at $20/hour with performance-based increases.
• Incentive bonuses available for trust completion and funding.
• Maximum earning potential of up to $77/hour.
• Collaborative environment with attorneys and financial advisors.
• Mentorship opportunities beyond traditional paralegal duties.