If you can take an estate plan from “paid” to “delivered” without dropping the ball—and you draft in WealthCounsel/ElderDocx like it’s second nature—take the ball. McKenzie Law, LLC is an Ohio estate planning firm scaling fast. I need a pro who owns fulfillment so I can sell. You’ll be the client’s concierge and the engine behind clean, fast delivery. Responsibilities You will: Assist in gathering client data. Handle SOS/LLC/EIN filings; turn family constitution interviews into final docs. Implement/clean a case system, kill backlog, and keep every client on track. QC before attorney review; fix process gaps; hold me accountable when I’m the bottleneck. Answer client phone calls, schedule client meetings, and support client correspondence. Scorecard (how you win): Client intake is complete 24 hours before design meetings. First drafts ready in 7–10 business days. Error rate
Zero backlog by EOD Friday. Your throughput enables +2 estate plans/month. Qualifications
You have: 3+ years of trusts/estates paralegal experience. Proficiency in Drafting Estate Plans in WealthCounsel/ElderDocx required. Operator DNA: ownership, calm under pressure, system builder. Fluency with case platforms, Outlook, Calendly, Zoom, and workflow tools. Must have strong interpersonal skills and the ability to communicate with clients efficiently and effectively. Compensation $20 - $35 hourly At McKenzie Law, we believe estate planning isn’t just about documents — it’s about legacy, freedom, and peace of mind. We help families, business-driven professionals, and business owners in Ohio design legal strategies that protect what they’ve built and secure what’s next. We combine traditional legal excellence with modern systems, transparent pricing, and a relationship-driven approach that keeps clients informed, empowered, and in control. Whether you’re building wealth, transitioning assets, or protecting your family’s future, McKenzie Law gives you the clarity and confidence to move forward with purpose. Our mission is simple: make high-quality estate and business planning accessible, understandable, and transformative — because your legacy deserves more than paperwork.
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