Are you detail-oriented, people-focused, and love helping families feel secure about their future? Polaris Estate Planning & Elder Law is looking for a Funding Coordinator/Estate Plan Asset Integration Assistant to play a vital role in supporting clients as they protect what matters most. We’re not your typical law firm. At Polaris, we combine a calm, supportive office environment with a mission-driven approach to help families plan confidently. Our attorneys and staff are levelheaded, compassionate, and dedicated to creating peace of mind for every client we serve. Why You’ll Love Working Here • A supportive, people-first team that values balance and growth. • Direct client contact and impact —you’ll help families protect their homes, assets, and legacies. • Personal development —work alongside experienced attorneys in a boutique firm environment. Responsibilities: • Funding Estate Plans – Guide clients in making sure their assets and property are properly connected to their estate plans. Work directly with clients and collaborate with financial institutions, insurance providers, and HR departments. • Trust Settlement – Help successor trustees and families transfer trust assets, settle debts, and honor loved ones’ wishes. • Clerical Support – Maintain organized digital and paper files, prepare client documents, and draft letters to clients. • Customer Support - Provide excellent client service and handle regular client contact in a professional and compassionate manner. Qualifications: • High school diploma required; some college coursework preferred. • 2+ years of experience in administration, banking, finance, insurance, or legal work. • Previous experience in banking, insurance, a financial firm, or a title company is especially helpful. • Strong computer skills, including Microsoft Office and data entry. • Ability to pass a background check and drug screening. Skills • Enjoys direct client contact and building rapport. • Organized, detail-oriented, and comfortable following structured systems and processes. • Dependable—follows through and completes what is started. • Strong time management and prioritization skills. • Team player who collaborates well with colleagues and enjoys providing excellent service. Compensation: $20 - $22 hourly

• Funding Estate Plans – Guide clients in making sure their assets and property are properly connected to their estate plans. Work directly with clients and collaborate with financial institutions, insurance providers, and HR departments. • Trust Settlement – Help successor trustees and families transfer trust assets, settle debts, and honor loved ones’ wishes. • Clerical Support – Maintain organized digital and paper files, prepare client documents, and draft letters to clients. • Customer Support - Provide excellent client service and handle regular client contact in a professional and compassionate manner.