Estate Planning Paralegal (Remote)
Career Headhunter LLC•High Point, NC
•Remote
About The Position
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.
Requirements
- 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
Nice To Haves
- Client-facing or consultative experience preferred
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
Benefits
- 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)
- Trust Completion Bonus
- Trust Funding Incentive
- Uncapped Earning Potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
