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Remote Estate Planning Paralegal

Remote:

Full Remote

Contract:

Part time

Salary:

86 - 95K yearly

Experience:

Mid-level (2-5 years)

Work from:

North Carolina (USA), United States

Offer summary

Qualifications:

2+ years of estate drafting experience, Experience with legal drafting software, Strong phone communication skills, Ability to manage multiple clients, Highly organized and detail-oriented.

Key responsabilities:

Engage with clients over the phone
Draft and review estate planning documents
Speak confidently with clients
Follow up to ensure document completion
Collaborate with team members

Wisepath Group Financial Services Scaleup https://www.wisepathgroup.com/

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Job description

This is a Remote Position - Hourly Rate: $45/hour

About Us
Estate Mentors is an innovative and growing company specializing in estate planning and trust creation. We work closely with clients to not only help them prepare critical documents but also educate and mentor them through the entire estate planning process, ensuring peace of mind and security for their future.

Position Overview
We are looking for a skilled and motivated Estate Planning Paralegal with excellent communication skills, particularly over the phone, to join our team remotely. The ideal candidate will not only have experience in estate drafting but also the ability to communicate the value of our services to clients, follow up effectively, and handle objections professionally.

This position requires strong client interaction and a commitment to helping individuals navigate the estate planning process. The successful candidate must be highly organized, detail-oriented, and possess the ability to both draft documents and support sales efforts by conveying the importance of estate planning in a persuasive manner.
Key Responsibilities

Engage with clients over the phone, delivering exceptional communication and customer service.
Draft and review estate planning documents, ensuring accuracy and adherence to client requirements.
Speak confidently with clients about the estate planning process, answering questions and addressing concerns.
Follow up with clients to ensure completion of documents and provide ongoing support.
Handle objections during conversations and effectively convey the value of Estate Mentors' services.
Assist in overcoming any client reservations about proceeding with estate planning services.
Collaborate with the attorney and other team members to support the full scope of estate planning needs.

Qualifications

2+ years of estate drafting experience required, with a focus on client interaction.
Strong communication skills, particularly over the phone, with the ability to articulate complex ideas in a clear and persuasive manner.
Experience in estate planning and familiarity with legal drafting software.
Ability to manage multiple clients and follow through on necessary tasks without supervision.
Highly organized, detail-oriented, and comfortable working remotely.
Experience overcoming client objections and explaining the value of professional services.