Estate Planning Paralegal (Remote)
Career Headhunter LLC, High Point, NC, United States
Estate Planning Paralegal (Remote)
Career Headhunter LLC – On behalf of Estate Mentors
About the Company
Estate Mentors is a modern estate planning firm focused on making estate planning simple, accessible, and fully implemented. Through a combination of technology, education, and attorney-supported services, the company helps families protect their assets and build lasting legacies.
About the Role
We are seeking an experienced Estate Planning Paralegal who thrives in a client-facing, consultative role. This is a unique opportunity to combine legal expertise with client 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
Educate clients on estate planning (wills, trusts, asset protection)
Conduct client 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 point of contact for clients
Address objections and reinforce the value of estate planning services
Ensure timely follow-ups and completion of plans
Qualifications
3+ years in estate planning, probate, or elder law
Experience drafting wills, trusts, and related documents
Strong phone and virtual communication skills
Experience with estate planning software (WealthCounsel, Estate Guru, Decision Vault, etc.)
Ability to manage multiple clients independently
Client-facing or consultative experience preferred
Compensation & Schedule
Base Pay: $20/hour
Incentives: Uncapped performance-based bonus structure
Schedule: Full-time, flexible hours based on client appointments
Pay Cycle: Bi-weekly (1st and 15th)
Additional Incentives
Trust Completion Bonus
Trust Funding Incentive
Uncapped Earning Potential
Ideal Candidate Profile
Strong communicator who enjoys helping people
Detail-oriented but also relationship-driven
Comfortable blending legal knowledge with client consultation
Self-motivated and thrives in a remote setting
Passionate about estate planning and making a real impact
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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Career Headhunter LLC – On behalf of Estate Mentors
About the Company
Estate Mentors is a modern estate planning firm focused on making estate planning simple, accessible, and fully implemented. Through a combination of technology, education, and attorney-supported services, the company helps families protect their assets and build lasting legacies.
About the Role
We are seeking an experienced Estate Planning Paralegal who thrives in a client-facing, consultative role. This is a unique opportunity to combine legal expertise with client 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
Educate clients on estate planning (wills, trusts, asset protection)
Conduct client 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 point of contact for clients
Address objections and reinforce the value of estate planning services
Ensure timely follow-ups and completion of plans
Qualifications
3+ years in estate planning, probate, or elder law
Experience drafting wills, trusts, and related documents
Strong phone and virtual communication skills
Experience with estate planning software (WealthCounsel, Estate Guru, Decision Vault, etc.)
Ability to manage multiple clients independently
Client-facing or consultative experience preferred
Compensation & Schedule
Base Pay: $20/hour
Incentives: Uncapped performance-based bonus structure
Schedule: Full-time, flexible hours based on client appointments
Pay Cycle: Bi-weekly (1st and 15th)
Additional Incentives
Trust Completion Bonus
Trust Funding Incentive
Uncapped Earning Potential
Ideal Candidate Profile
Strong communicator who enjoys helping people
Detail-oriented but also relationship-driven
Comfortable blending legal knowledge with client consultation
Self-motivated and thrives in a remote setting
Passionate about estate planning and making a real impact
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.
#J-18808-Ljbffr