The paralegal will draft complex estate planning documents including trusts, wills, and powers of attorney using WealthCounsel. They will also communicate directly with clients to gather information and ensure matters move efficiently through the legal process.
Rosenblum Law
5 Remote Job Openings at Rosenblum Law
Draft complex estate planning documents including trusts, wills, and powers of attorney using WealthCounsel. Communicate directly with clients to gather information, clarify wishes, and ensure matters move efficiently through the legal process.
The role involves scheduling and qualifying clients for estate planning strategy sessions while maintaining attorney calendars. You will be responsible for enforcing intake policies, ensuring questionnaire completion, and tracking session metrics.
The specialist will handle client communications via phone, email, and text while providing compassionate guidance through their legal journey. They will collaborate with legal staff to maintain organized records and ensure timely case updates.
Lead high-volume phone consultations to convert inbound inquiries into paying legal clients. Collaborate with the legal team to hit monthly sales goals and assist with call routing.