Estate Planning Paralegal

Rosenblum Law•Clifton, NJ

3d•$60,000 - $70,000•Remote

About The Position

Rosenblum Law is seeking an experienced Estate Planning Paralegal to join our growing estate planning team. This position is focused primarily on drafting trusts using WealthCounsel. The right candidate will have substantial hands-on drafting experience and a strong understanding of trust provisions, distribution structures, fiduciary appointments, and customized estate planning language. This is not an entry-level position. Applicants must have at least three years of direct trust drafting experience and be comfortable working independently in a high-volume, client-focused environment. In addition to drafting, this role involves communicating directly with clients to clarify their wishes, gather missing information, explain next steps, and help move matters through the estate planning process.

Requirements

At least three years of direct experience drafting trusts and estate planning documents
Professional experience using WealthCounsel for trust and estate planning document preparation
Experience communicating directly with clients in a client-facing capacity
Strong understanding of revocable living trusts, wills, powers of attorney, healthcare directives, and common estate planning structures
Demonstrated ability to draft customized clauses and trust language rather than relying only on standard templates
Strong attention to detail and the ability to identify inconsistencies or missing information
Excellent written and verbal communication skills
Ability to manage multiple matters and deadlines in a fully remote environment
Experience working with clients who have minor children, blended families, special distribution instructions, or complex family circumstances

Responsibilities

Draft revocable living trusts, wills, powers of attorney, healthcare directives, and related estate planning documents using WealthCounsel
Review client information, attorney notes, questionnaires, and design documents before drafting
Prepare customized trust provisions based on each client’s family structure, assets, goals, and distribution instructions
Draft specific clauses and language addressing beneficiary distributions, trusts for children, successor trustees, contingencies, special circumstances, and other client-specific needs
Identify missing, inconsistent, or unclear information before documents are finalized
Communicate directly with clients to clarify their wishes and obtain information needed for drafting
Coordinate with attorneys, paralegals, case managers, and other members of the estate planning team
Revise documents based on attorney feedback and client-approved changes
Review documents for accuracy, consistency, formatting, spelling, names, dates, and legal instructions
Help ensure matters move efficiently from the information-gathering stage through drafting, review, and signing
Maintain organized and accurate client records and matter notes
Meet drafting deadlines while maintaining a high level of quality and attention to detail