Estate Planning Paralegal

Wisepath Financial Group; Phoenix (AZ); Remote; USD 10,000 - 60,000; Full time

Job summary

An innovative company is seeking a motivated Estate Planning Paralegal to join their dynamic remote team. This role involves guiding clients through the estate planning process, addressing objections, and ensuring successful completion of plans. The ideal candidate will have a strong background in estate drafting and excellent communication skills. With a focus on mentorship and client service, you'll play a crucial role in educating clients and driving the completion of their estate plans. Enjoy a tech-driven, fully remote environment while collaborating with attorneys and financial advisors to provide comprehensive guidance.

Benefits

Flexible Hours

Trust Completion Bonus

Trust Funding Incentive

Performance-Based Increases

Incentive Bonus

Qualifications

• 3+ years of experience in estate planning or elder law is essential.
• Strong verbal communication skills are required for client interactions.

Responsibilities

• Engage clients to explain estate planning importance and guide them through the process.
• Utilize software to prepare accurate estate planning documents.

Skills

Estate Drafting

Verbal Communication

Client Mentorship

Sales Skills

Objection Handling

Education

3+ years in Estate Planning or Elder Law

Tools

WealthCounsel

Lawyer on Purpose

Clio

Job description

Estate Planning Paralegal – This is a Remote Opportunity

Wisepath Group is a forward-thinking, rapidly growing company specializing in estate planning and trust creation. We empower our clients by guiding them through every step of the estate planning process—preparing critical documents, educating them on their options, and providing mentorship to secure their future.

Position Overview

We are seeking a skilled and motivated Estate Planning Paralegal to join our dynamic remote team. The ideal candidate will have a strong background in estate drafting, excellent phone communication skills, and a proven ability to convey the value of our services. In this role, you will guide clients through the estate planning process, address objections, and ensure that every plan is completed successfully.

Key Responsibilities

1. Client Education & Consultation: Engage with clients to explain the importance of estate planning and help determine the best package for their needs.
2. Document Preparation & Client Intake: Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys.
3. Client Mentorship: Assist clients with intake forms, final documentization, and promptly address any questions throughout the process.
4. Trust Funding Guidance: Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan.
5. Relationship Management: Serve as the primary point of contact for clients, providing ongoing support, timely follow-ups, and addressing any concerns to keep the process on track.
6. Sales & Value Communication: Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans.

Qualifications

1. 3+ years of experience in estate planning or estate & elder law.
2. Strong verbal communication skills, especially over the phone, with the ability to clearly explain complex concepts.
3. Proficiency with estate planning software (e.g., WealthCounsel, Lawyer on Purpose, or Clio).
4. Ability to manage multiple clients and tasks independently while maintaining a high level of organization and attention to detail.
5. Experience in addressing client objections and articulating the benefits of professional services.

Compensation & Hours

1. Base Pay: $20/hour, with performance-based increases up to $35/hour plus an incentive bonus.
2. Schedule: Full-time with flexible hours based on appointments and client needs.
3. Pay Periods: Bi-weekly (1st and 15th of each month).

Additional Incentives

1. Trust Completion Bonus.
2. Trust Funding Incentive.
3. Maximum earning potential of up to $77/hour through trust sales, timely completion bonuses, and funding incentives. High-performing paralegals completing 10+ trusts per week can earn over $2,700 per week.

What Makes This Role Unique?

1. Beyond Traditional Paralegal Duties: Mentor and consult with clients, guiding them through estate planning well beyond document preparation.
2. Sales & Relationship Building: Play a crucial role in educating clients and driving the completion of their estate plans.
3. Tech-Driven & Fully Remote: Leverage advanced estate planning software to enhance the client experience—all from the comfort of your home.
4. Collaborative Environment: Work closely with attorneys and financial advisors to deliver comprehensive legal and financial guidance.

If you are a detail-oriented professional with a passion for estate planning and client service, we encourage you to apply and join our innovative team.