Estate Planning Paralegal

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.