Estate Planning Paralegal (Remote)

Remote

Full Time

Experienced

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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First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

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What's your citizenship / employment eligibility?*

College or University*

Are you 18 years of age or older?*

LinkedIn Profile URL:*

What languages do you speak fluently?*

Desired salary*

Earliest start date?*

Have you ever been convicted of a felony?*

In 150 characters or fewer, tell us what makes you unique. Try to be creative and say something that will catch our eye!*

150

Do you have at least 3 years of experience in estate planning or estate & elder law? If so, how many?*

What types of estate planning documents have you prepared?*

Which of the following best describes your experience? (Select all that apply)
Estate Planning (Wills & Trusts)
Probate / Estate Administration
Elder Law
Family Law
Other: _______*

How many estate plans have you directly worked on or supported in the past 12 months?
0–10
11–25
26–50
50+*

Have you drafted or prepared estate planning documents (wills, revocable trusts, POAs)?*

This role requires heavy phone interaction with clients. Are you comfortable spending several hours per day on the phone?*

Do you have experience explaining complex legal or financial concepts to clients in simple terms?*

Have you ever worked in a role that involved consultation, advising, or guiding clients through a process?*

How comfortable are you handling client objections or hesitations about services or costs?*

Which estate planning software have you used? (Select all that apply)
WealthCounsel
Estate Guru
Decision Vault
LawPay
CSC
Other: _______*

Are you able to manage multiple clients and deadlines independently without supervision?*

Do you have experience with trust funding or assisting clients with asset transfers (real estate, financial accounts, etc.)?*

The starting pay is $18 to $21/hour, with uncapped performance-based incentive bonuses. Does this compensation structure align with your expectations? (Yes/No)*

To complete your application, please take a few minutes to complete the DISC Assessment (This is FREE):
https://discpersonalitytesting.com/free-disc-test/
Once finished, kindly email your results AND resume to [email protected] with the subject title Paralegal position. I will send a scheduling link to book your interview.*

Human Check*

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