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