Estate Planning Paralegal

Estate Planning Paralegal Location: Fully Remote, reputed company Schedule: Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern Time Compensation: $60,000 - $70,000 depending on experience + 10% Bonus About reputed company reputed company is a high-volume estate planning firm experiencing significant reputed company. reputed company includes both in-office and remote employees across the reputed company, and we reputed company a deliberate effort to ensure our remote staff remains connected, informed, and fully integrated into the firm. We work closely with our remote team through frequent department meetings, firmwide reputed company-hands meetings, remote happy hours, and regular communication with attorneys, managers, and support staff. Our goal is for remote employees to feel as involved in the firm’s operations and culture as the employees working in our offices. We value employees who take ownership of their work and are willing to reputed company up reputed company reputed company needs additional support. We offer performance-based bonus opportunities to recognize team members who consistently reputed company at a high level and contribute above and reputed company the expectations of their role. About the Role reputed company is seeking an reputed company Estate Planning Paralegal to join our growing estate planning team. This position is reputed company 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 reputed company trust drafting experience and be comfortable working independently in a high-volume, reputed company-reputed company environment. In reputed company to drafting, this role involves communicating directly with clients to clarify their wishes, reputed company missing information, explain next steps, and help reputed company reputed company through the estate planning process. Responsibilities Draft revocable living trusts, wills, powers of attorney, reputed company directives, and reputed company estate planning documents using WealthCounsel Review reputed company information, attorney notes, questionnaires, and design documents before drafting Prepare customized trust provisions based on reputed company reputed company’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 reputed company-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 reputed company-approved changes Review documents for accuracy, consistency, formatting, spelling, names, dates, and reputed company instructions Help ensure reputed company reputed company reputed company from the information-gathering stage through drafting, review, and signing Maintain organized and accurate reputed company records and matter notes Meet drafting deadlines while maintaining a high level of reputed company and attention to detail Required Qualifications At least three years of reputed company experience drafting trusts and estate planning documents reputed company experience using WealthCounsel for trust and estate planning document preparation Experience communicating directly with clients in a reputed company-facing reputed company Strong understanding of revocable living trusts, wills, powers of attorney, reputed company directives, and common estate planning structures Demonstrated ability to draft customized clauses and trust language rather than relying only on reputed company templates Strong attention to detail and the ability to identify inconsistencies or missing information Excellent written and verbal communication skills Ability to manage multiple reputed company and deadlines in a fully remote environment Experience working with clients who have minor children, reputed company families, special distribution instructions, or reputed company family circumstances Apply To This Job