Estate Planning Paralegal - Remote

Overview

An overview paragraph about the job

In Short

• Remote opportunity for an Estate Planning Paralegal.
• Engage with clients to explain estate planning importance.
• Utilize software for document preparation.
• Assist clients with intake forms and document finalization.
• Support clients in asset transfers for trust funding.
• Primary point of contact for client support.
• Discuss estate planning process and overcome objections.
• 3+ years of experience required.
• Strong verbal communication skills needed.
• Flexible hours based on client needs.

Requirements

• 3+ years of experience in estate planning or elder law.
• Strong verbal communication skills.
• Proficiency with estate planning software.
• Ability to manage multiple clients independently.
• Experience in addressing client objections.

Benefits

• Base Pay: $20/hour.
• Uncapped performance-based incentive bonus.
• Trust Completion Bonus.
• Trust Funding Incentive.
• Collaborative work environment.