Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Donor-Advised Funds Estate Planning Aftercare Client Education Case Management Systems Digital File Management Overcoming Objections Financial Advising Client Services Providing Legal Advice Estate Administration Organizational Structure Client Services

Other Skills

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Multitasking
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Consulting
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Relationship Management
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Non-Verbal Communication
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Virtual Collaboration
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Time Management
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Teamwork
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Detail Oriented
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Relationship Building

Roles & Responsibilities

3+ years of experience in estate planning or elder law
Strong verbal communication skills, especially over the phone, with the ability to clearly explain complex concepts
Proficiency with estate planning software (e.g., WealthCounsel, Estate Guru, Decision Vault, LawPay)
Ability to manage multiple clients and tasks independently with strong organization and attention to detail, including experience addressing client objections

Requirements:

Client Education and Consultation: Explain estate planning importance, determine the best package, and address objections to convey value
Document Preparation and Client Intake: Use estate planning software to generate accurate documents from client input and capture required details before attorney review
Client Mentorship and Support: Assist clients with intake forms, final documentization, and provide timely answers throughout the process
Trust Funding and Relationship Management: Guide asset transfers for proper trust funding and serve as the primary client contact with ongoing follow-ups

Job description

Estate Planning Paralegal – This is a Remote Opportunity

Estate Mentors a part of Wisepath Group is a forward-thinking, rapidly growing company specializing in estate planning and trust creation. We empower our clients by guiding them through every step of the estate planning process—preparing critical documents, educating them on their options, and providing mentorship to secure their future.

Position Overview
We are seeking a skilled and motivated Estate Planning Paralegal to join our dynamic remote team. The ideal candidate will have a strong background in estate drafting, excellent phone communication skills, and a proven ability to convey the value of our services. In this role, you will guide clients through the estate planning process, address objections, and ensure that every plan is completed successfully.

Key Responsibilities

Client Education & Consultation:
Engage with clients to explain the importance of estate planning and help determine the best package for their needs.
Document Preparation & Client Intake:
Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys.
Client Mentorship:
Assist clients with intake forms, final documentization, and promptly address any questions throughout the process.
Trust Funding Guidance:
Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan.
Relationship Management:
Serve as the primary point of contact for clients, providing ongoing support, timely follow-ups, and addressing any concerns to keep the process on track.
Sales & Value Communication:
Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans.

Qualifications

3+ years of experience in estate planning or estate & elder law.
Strong verbal communication skills, especially over the phone, with the ability to clearly explain complex concepts.
Proficiency with estate planning software (e.g., WealthCounsel, Estate Guru, Decision Vault, LawPay).
Ability to manage multiple clients and tasks independently while maintaining a high level of organization and attention to detail.
Experience in addressing client objections and articulating the benefits of professional services.

Compensation & Hours

Base Pay: $20/hour, with uncapped performance-based incentive bonus.
Schedule: Full-time with flexible hours based on appointments and client needs.
Pay Periods: Bi-weekly (1st and 15th of each month).

Additional Incentives

Trust Completion Bonus
Trust Funding Incentive
Uncapped Earning Potential

What Makes This Role Unique?

Beyond Traditional Paralegal Duties:
Mentor and consult with clients, guiding them through estate planning well beyond document preparation.
Sales & Relationship Building:
Play a crucial role in educating clients and driving the completion of their estate plans.
Tech-Driven & Fully Remote:
Leverage advanced estate planning software to enhance the client experience—all from the comfort of your home.
Collaborative Environment:
Work closely with attorneys and financial advisors to deliver comprehensive legal and financial guidance.

If you are a detail-oriented professional with a passion for estate planning and client service, we encourage you to apply and join our innovative team.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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