Estate Planning Paralegal jobs in United States
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Wisepath Financial Group · 1 day ago

Estate Planning Paralegal

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$20/hr - $20/hr
date3+ years exp

Wisepath Financial Group is a forward-thinking, rapidly growing company specializing in estate planning and trust creation. They are seeking a skilled and motivated Estate Planning Paralegal to guide clients through the estate planning process, ensuring that every plan is completed successfully while providing mentorship and support throughout.

ConsultingFinancial ServicesInsuranceRetirement

Responsibilities

Client Education & Consultation: Engage with clients to explain the importance of estate planning and help determine the best package for their needs
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
Client Mentorship: Assist clients with intake forms, final documentization, and promptly address any questions throughout the process
Trust Funding Guidance: Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan
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
Sales & Value Communication: Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans

Qualification

Estate planning experienceEstate planning softwareClient objection handlingVerbal communicationOrganization skills

Required

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

Benefits

Trust Completion Bonus
Trust Funding Incentive
Uncapped Earning Potential

Company

Wisepath Financial Group

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Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.
dateFounded in 2017
location
Winston-salem, North Carolina, USA
people-size11-50 employees
web-link
https://www.wisepathgroup.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jesse Andrews, CLTC®
Founder & CEO
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Company data provided by crunchbase