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The Estate Planning Paralegal position at Wisepath Group is a fantastic opportunity for individuals interested in making a significant impact in the realm of estate planning. This role emphasizes a remote work environment, allowing a full-time commitment with flexible hours tailored to client needs. Wisepath Group is a forward-thinking and rapidly expanding company specializing in estate planning and trust creation. They empower clients by guiding them through every step of the estate planning process, from document preparation to securing their future.
The Estate Planning Paralegal will be a vital part of a dynamic remote team. Ideal candidates will possess a robust background in estate drafting along with exemplary communication skills. Responsibilities involve guiding clients through the estate planning process, addressing objections, and ensuring the completion of every plan. A primary goal of this role is to provide value by highlighting the significance of estate planning and offering mentorship and support throughout the process.
Individuals in this role will be responsible for a variety of tasks including:
Client Education & Consultation: Engaging clients to discuss the importance of estate planning and recommending suitable packages that meet their needs.
Document Preparation & Client Intake: Using estate planning software to create precise documents that reflect client input. A thorough review process with partner attorneys is mandatory to ensure all necessary details are included.
Client Mentorship: Offering assistance with the intake forms and final document preparations, addressing client inquiries promptly to keep the process running smoothly.
Trust Funding Guidance: Assisting clients in coordinating the transfer of assets and ensuring they understand the importance of trust funding in their estate plans.
Relationship Management: Acting as the main point of contact for clients, providing consistent support, conducting timely follow-ups, and resolving any concerns efficiently.
Sales & Value Communication: Engaging in discussions regarding the estate planning process, managing objections with confidence, and clearly expressing the value in completing estate plans.
Candidates should possess:
A minimum of 3 years of experience in estate planning or elder law.
Exceptional verbal communication abilities, particularly over the phone.
Proficiency in estate planning software, with examples including WealthCounsel, Estate Guru, Decision Vault, and LawPay.
An ability to independently manage multiple clients and various tasks.
Experience in addressing client objections and showcasing the benefits of professional services is pivotal for success in this role.
The base pay for this position is set at $20/hour, with uncapped potential for performance-based bonuses. The work schedule is categorized as full-time, with flexibility designed around client appointments and needs. Payment is processed bi-weekly, occurring on the 1st and 15th of each month. Additional incentives include:
Trust Completion Bonus
Trust Funding Incentive
Uncapped Earning Potential
This role is not limited just to traditional paralegal duties. The Estate Planning Paralegal will have the unique opportunity to:
Go beyond document preparation by mentoring and consulting with clients throughout the estate planning process.
Play a pivotal role in educating clients, enhancing client relationships, and helping them complete their estate plans effectively.
Operate in a tech-driven and fully remote environment, utilizing advanced estate planning software to deliver superior client experiences.
Collaborate closely with attorneys and financial advisors to provide cohesive legal and financial guidance to clients.
The Estate Planning Paralegal position at Wisepath Group represents a thrilling opportunity for detail-oriented professionals eager to contribute to vital estate planning services. Through this role, you can significantly impact how clients perceive and engage with estate planning, ultimately guiding them toward safeguarding their future. If you are passionate about helping others and possess the required skills, Wisepath Group encourages talented individuals to apply and join their innovative team.
This job offer was originally published on himalayas.app
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