Location: Fully Remote, United StatesSchedule: Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern TimeCompensation: $60,000 - $70,000 depending on experience + 10% BonusAbout Rosenblum LawRosenblum Law is a high-volume estate planning firm experiencing significant growth. Our team includes both in-office and remote employees across the United States, and we make a deliberate effort to ensure our remote staff remains connected, informed, and fully integrated into the firm.We work closely with our remote team through frequent department meetings, firmwide all-hands meetings, remote happy hours, and regular communication with attorneys, managers, and support staff. Our goal is for remote employees to feel as involved in the firm’s operations and culture as the employees working in our offices.We value employees who take ownership of their work and are willing to step up when the team needs additional support. We offer performance-based bonus opportunities to recognize team members who consistently perform at a high level and contribute above and beyond the expectations of their role.About the RoleRosenblum Law is seeking an experienced Estate Planning Paralegal to join our growing estate planning team. This position is focused primarily on drafting trusts using WealthCounsel.The right candidate will have substantial hands-on drafting experience and a strong understanding of trust provisions, distribution structures, fiduciary appointments, and customized estate planning language. This is not an entry-level position. Applicants must have at least three years of direct trust drafting experience and be comfortable working independently in a high-volume, client-focused environment.In addition to drafting, this role involves communicating directly with clients to clarify their wishes, gather missing information, explain next steps, and help move matters through the estate planning process.ResponsibilitiesDraft revocable living trusts, wills, powers of attorney, healthcare directives, and related estate planning documents using WealthCounselReview client information, attorney notes, questionnaires, and design documents before draftingPrepare customized trust provisions based on each client’s family structure, assets, goals, and distribution instructionsDraft specific clauses and language addressing beneficiary distributions, trusts for children, successor trustees, contingencies, special circumstances, and other client-specific needsIdentify missing, inconsistent, or unclear information before documents are finalizedCommunicate directly with clients to clarify their wishes and obtain information needed for draftingCoordinate with attorneys, paralegals, case managers, and other members of the estate planning teamRevise documents based on attorney feedback and client-approved changesReview documents for accuracy, consistency, formatting, spelling, names, dates, and legal instructionsHelp ensure matters move efficiently from the information-gathering stage through drafting, review, and signingMaintain organized and accurate client records and matter notesMeet drafting deadlines while maintaining a high level of quality and attention to detailRequired QualificationsAt least three years of direct experience drafting trusts and estate planning documentsProfessional experience using WealthCounsel for trust and estate planning document preparationExperience communicating directly with clients in a client-facing capacityStrong understanding of revocable living trusts, wills, powers of attorney, healthcare directives, and common estate planning structuresDemonstrated ability to draft customized clauses and trust language rather than relying only on standard templatesStrong attention to detail and the ability to identify inconsistencies or missing informationExcellent written and verbal communication skillsAbility to manage multiple matters and deadlines in a fully remote environmentExperience working with clients who have minor children, blended families, special distribution instructions, or complex family circumstances
6 days ago