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