Estate Planning Paralegal
Location: Fully Remote, United States
Schedule: Monday through Friday, 9:00 a.m. to 6:00 p.m. Eastern Time
Compensation: $60,000 - $70,000 depending on experience + 10% Bonus
About Rosenblum Law
Rosenblum 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 Role
Rosenblum 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.
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 before drafting
- Prepare customized trust provisions based on each client’s family structure, assets, goals, and distribution instructions
- Draft specific clauses and language addressing beneficiary distributions, trusts for children, successor trustees, contingencies, special circumstances, and other client-specific needs
- Identify missing, inconsistent, or unclear information before documents are finalized
- Communicate directly with clients to clarify their wishes and obtain information needed for drafting
- Coordinate with attorneys, paralegals, case managers, and other members of the estate planning team
- Revise documents based on attorney feedback and client-approved changes
- Review documents for accuracy, consistency, formatting, spelling, names, dates, and legal instructions
- Help ensure matters move efficiently from the information-gathering stage through drafting, review, and signing
- Maintain organized and accurate client records and matter notes
- Meet drafting deadlines while maintaining a high level of quality and attention to detail
Required Qualifications
- At least three years of direct experience drafting trusts and estate planning documents
- Professional experience using WealthCounsel for trust and estate planning document preparation
- Experience communicating directly with clients in a client-facing capacity
- Strong understanding of revocable living trusts, wills, powers of attorney, healthcare directives, and common estate planning structures
- Demonstrated ability to draft customized clauses and trust language rather than relying only on standard templates
- Strong attention to detail and 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 environment
- Experience working with clients who have minor children, blended families, special distribution instructions, or complex family circumstances
