Estate Planning​/Trust Administration Paralegal

Join Woven Legal LLC as a Part Time Estate Planning/Trust Administration Paralegal and experience the thrill of making a meaningful impact in clients' lives from the comfort of your home. Enjoy the flexibility of a fully remote position that allows you to create your own schedule while collaborating with a team of passionate, problem-solving professionals. At a competitive pay rate of $30/hour, you'll have the opportunity to sharpen your legal skills in a dynamic and customer-centric environment.

Engage directly with clients and contribute to their peace of mind as you navigate the intricacies of estate planning and trust administration. Make a difference while working within a supportive culture that values integrity and abundant thinking.

Take the next step in your career while enjoying the perks of remote work in the Pacific Hours.

• Draft estate planning documents such as wills and trusts.
• Conduct legal research.
• Assist in the administration of trusts.
• Collaborate with clients to gather information and respond to inquiries, ensuring a customer-centric experience.

Your schedule will be Monday through Friday, working approximately 40 hours a month, which provides you with a structured yet flexible work environment. You’ll also have the opportunity to attend team meetings, participate in training sessions, and contribute to ongoing projects that promote your growth in the legal field. This position is ideal for someone eager to learn and contribute while maintaining a healthy work-life balance.

• Solid foundation in estate planning and trust administration.
• Familiarity with managing a handful of cases valued under $5 million and overseeing them with attorney guidance.
• Adept at understanding next steps, tracking deadlines, and identifying potential issues that may require attorney intervention.
• Proficiency in research, especially regarding California’s trust administration requirements and tasks such as applying for Tax IDs for foreign beneficiaries.
• Experience using software like Wealth Counsel and Wealth Tracks is preferred.
• Familiarity with probate procedures, including filing petitions and conducting inventories, is beneficial (litigation experience not required).
• Estate planning skills related to trusts and contributing to the development of system templates to improve process efficiency.
• Flexible hours with potential occasional phone communication with clients or attorneys.

So, what do you think? If this sounds like the right position for you, go ahead and apply. Good luck!