Job Description
Senior Estate Planning Paralegal (Remote)
Location: Fully Remote (U.S.-based)
Apply to: Aaron@puzzlegroup.com
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About the Role
We are a boutique estate planning law firm seeking a highly experienced and independent Senior Estate Planning Paralegal. This is a fully remote position focused on preparing complex estate plans from scratch using WealthCounsel. We are looking for someone who has drafted at least 50 complete plans, can manage client intake, and is confident communicating with clients, financial advisors, and title companies.
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Minimum Requirements
• 5+ years of direct estate planning paralegal experience
• 50+ full estate plans drafted independently using WealthCounsel (Revocable/Irrevocable Trusts, Wills, POAs, Health Directives, etc.)
• ABA-approved paralegal certificate (required)
• Bachelor’s degree in a relevant field
• Advanced knowledge of estate plan structure, trust funding, and client service
• Experience working directly with attorneys on sophisticated plans
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Responsibilities
• Manage intake, engagement letters, and client communication
• Draft full estate plans using WealthCounsel (not templates or boilerplate)
• Create and maintain trust funding documentation for real estate, investment accounts, retirement accounts, and business interests
• Prepare deeds, affidavits, Crummey notices, funding letters, and trust certificates
• Coordinate post-signing: binder delivery, electronic sharing, notary coordination
• Communicate with CPAs, financial advisors, and custodians
• Use Clio or other practice management tools to manage cases and calendars
• Handle remote signings and client calls via Zoom or phone
• Prepare billing entries and support invoicing
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Preferred Skills
• Familiarity with ILITs, SLATs, QPRTs, and complex trust types
• Experience with multi-state planning and title company coordination
• Knowledge of estate tax concepts, portability, and 706 basics
• Proficiency in DocuSign, Adobe, Microsoft Word, Excel, Zoom
• Client-facing confidence and excellent written communication
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To Apply
Email your resume, cover letter, and ABA paralegal certificate to:
Aaron@puzzlegroup.com
In your cover letter, please describe:
• Your WealthCounsel experience
• How many full plans you’ve drafted
• A brief summary of a complex plan you helped prepare (redacted is fine)
Company Description
Puzzle Group is an experienced commercial real estate brokerage company, property management and real estate development firm. The company provides a full array of commercial real estate services, including brokerage, corporate services, consulting, leasing, sales, and property management as well as Real Estate Development and Entitlement.
Puzzle Group is an experienced commercial real estate brokerage company, property management and real estate development firm. The company provides a full array of commercial real estate services, including brokerage, corporate services, consulting, leasing, sales, and property management as well as Real Estate Development and Entitlement.