Remote Estate Planning Coordinator | WFH

Job Overview

We are actively seeking a dedicated and detail-oriented Estate Planning Coordinator to join our remote team. If you have a passion for client relations and thrive in a dynamic environment, this role is perfect for you! You will play a vital role in facilitating our clients’ estate planning journeys and providing exceptional support to our attorneys.

Key Responsibilities

• Coordinate client consultations, fostering relationships and emphasizing the importance of pre-appointment tasks such as completing the questionnaire and attending workshops.
• Accurately input client contact information and appointment details into our database.
• Proactively follow up with potential clients regarding necessary forms or workshop attendance, ensuring engagement and fostering positive relationships.
• Address client inquiries about our processes, timelines, and required documentation.
• Collect and organize client documentation to enable smooth estate planning processes.
• Prepare estate plan binders for clients’ signatures.
• Serve as a witness during estate plan signings (notary certification is a plus).
• Follow up on client referrals, reviews, and feedback to improve client satisfaction.
  
  

Required Skills

• Excellent attention to detail and a people-centric approach.
• Strong ability to connect with clients, assess their needs, and build trust.
• Ability to adhere to structured procedures and scripts to optimize attorney schedules and ensure appointments are filled with qualified leads.
• Results-oriented mindset with a passion for achieving and exceeding goals.
• Self-motivated and accountable, taking ownership of responsibilities with minimal supervision.
• Proven experience in client intake, estate planning coordination, customer service, or administrative roles (legal experience preferred).
• Exceptional communication and interpersonal skills.
• Strong organizational skills and meticulous attention to detail.
• Proficiency in CRM systems and office productivity tools.
• Capability to multitask effectively in a fast-paced environment.
  
  

Qualifications

• Prior experience in relevant roles as specified above is preferred.
  
  

Career Growth Opportunities

Join us and gain access to professional development resources, including coaching and training programs designed to enhance your skills and advance your career in estate planning. Our supportive environment encourages personal and professional growth.

Company Culture and Values

We pride ourselves on fostering a collaborative and client-focused culture that values attention to detail and proactive communication. Our team members are empowered to take ownership of their roles while emphasizing a people-oriented approach.

Compensation And Benefits

• Salary: \(40,000 - \)65,000 per year (commensurate with experience)
• Bonus Opportunity: Earn an additional $250 per week by meeting key performance metrics, including scheduling and maintaining at least 16 consultations weekly and achieving a 75% engagement rate.
• Comprehensive Health Benefits: Medical, dental, vision, and AFLAC options.
• Retirement Plans: IRA/Roth IRA with up to 3% matching available.
• Paid Time Off (PTO): Starting at 5 days per year, up to a total of 20 days.
• Paid Holidays: Includes federal holidays plus MLK Day, Juneteenth, the day after Thanksgiving, and Christmas.
• Paid Jury Duty Days.
• Additional Perks: Free parking and access to an on-site gym.
  
  

If you are enthusiastic about making a meaningful impact in the lives of clients through estate planning and seek an engaging role blending organization with client interaction, we welcome your application!

Employment Type: Full-Time