Estate Planning Paralegal (Remote)

Overview

An established estate planning firm is seeking an experienced Estate Planning Paralegal to join their growing team. This is a fully remote position based in the United States, with a schedule of Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern Time. Compensation ranges from $60,000 to $70,000 annually depending on experience, plus a 10% performance-based bonus.

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 prior to drafting
• Prepare customized trust provisions tailored to each client’s family structure, assets, goals, and distribution instructions
• Draft specific clauses addressing beneficiary distributions, trusts for children, successor trustees, contingencies, special circumstances, and other client-specific needs
• Identify missing, inconsistent, or unclear information before finalizing documents
• Communicate directly with clients to clarify their wishes and obtain necessary information
• Coordinate with attorneys, paralegals, case managers, and other estate planning team members
• Revise documents based on attorney feedback and client-approved changes
• Review documents for accuracy, consistency, formatting, spelling, names, dates, and legal instructions
• Facilitate efficient progression of matters from information gathering through drafting, review, and signing
• Maintain organized and accurate client records and matter notes
• Meet drafting deadlines while ensuring high quality and attention to detail

Required Qualifications

• Minimum of three years of direct experience drafting trusts and estate planning documents
• Professional experience using WealthCounsel for trust and estate planning document preparation
• Experience in client-facing roles involving direct communication with clients
• Strong understanding of revocable living trusts, wills, powers of attorney, healthcare directives, and common estate planning structures
• Proven ability to draft customized clauses and trust language beyond standard templates
• Exceptional attention to detail with 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 work environment
• Experience working with clients who have minor children, blended families, special distribution instructions, or complex family circumstances

Location

• Fully remote within the United States
• Work hours aligned with Eastern Time, Monday through Friday, 9:00 a.m. to 6:00 p.m.