Estate Planning Consultant jobs in the United States

Job duties:

• Assist attorneys in drafting estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Facilitate trust funding by assisting with the transfer of assets into trusts, updating beneficiary designations, and coordinating with financial institutions.
• Conduct legal research on estate planning laws and regulations.
• Maintain accurate and up-to-date client files and databases.
• Communicate with clients and schedule estate planning meetings.
• Prepare and organize client documents in preparation for meetings.
• Monitor case progress, deadlines, and important time frames.
• Collaborate with attorneys and other paralegals to ensure efficient workflow and client satisfaction.

If these statements appeal to you, then you may be our Estate Planning Paralegal:

• You have experience with WealthCounsel and Elder Docx
• You are detail-oriented: you are personally offended by typos, quickly spot mistakes and correct them before they reach the attorney’s desk
• You understand that sometimes it’s OK to leave a message, but you also know when you have to keep trying until you speak to a person
• You have the highest standards when it comes to integrity, accountability, and ethical practice
• You maintain a steady demeanor and clear thinking when managing tight deadlines, complex legal matters, or emotionally charged client interactions

This is a full-time job and you must be able to work for 40 hours per week. This is an in-office position in our Winston-Salem or Durham office with the opportunity for remote work.

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete a two-step process in order to be considered. First, apply for this position using the form below and upload your resume and a cover letter as a PDF document.

• The cover letter must have no more than TWO paragraphs and a closing sentence.
• In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with Estate Planning and Probate clients and why you believe they are the most important qualities.
• In the second paragraph, explain why you applied to this particular ad.

If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or virtual interview.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Ability to Relocate:

• Durham, NC 27707: Relocate before starting work (Required)

Work Location: Hybrid remote in Durham, NC 27707