Trust & Estate Planning Document Specialist – DecisionVault & WealthCounsel

BruntWork; Metro Manila; Remote; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Permanent work from home

Immediate hiring

Job summary

BruntWork is seeking a remote paralegal to draft comprehensive trust documents and manage a data-driven workflow. You will transform client information into precise legal language, communicate document status, and collaborate with attorneys on complex needs.

This role emphasizes output over hours and offers flexible scheduling for a 20-hour minimum per week. Ideal candidates have Decision Vault and WealthCounsel experience, paralegal certification, and a track record in estate planning.

Qualifications

• Must have Decision Vault and Wealth Council experience
• Paralegal training and certification are a plus
• Proven experience drafting legal documents, particularly trusts and estate planning
• Background working with law firms or the legal industry
• Ability to work independently and manage deadline-driven projects
• Strong attention to detail and legal writing skills
• Bonus if you have Georgia law and estate planning
• It helps if you’re familiar with legal document management systems
• Bonus if you have client communication experience in legal settings

Responsibilities

• Draft comprehensive trust documents using client intake forms and data
• Transform client information into precise legal language and documentation
• Contact clients to notify them of document completion and status updates
• Follow up with clients regarding document progress and requirements
• Work within established firm systems for efficient document creation
• Manage output-based deliverables with 5 documents per week target
• Maintain quality standards while meeting flexible deadlines
• Collaborate directly with attorneys on complex documentation needs

Skills

Legal writing

Attention to detail

Independent work

Education

Paralegal certification

Tools

Decision Vault

Wealth Council

Job description

Client Overview

A growing estate planning law firm in Atlanta specializing in helping families secure their legacies through comprehensive trust documentation. The firm values output over hours, operates with streamlined processes, and is expanding its remote team to meet increasing client demand.

Role Overview

You’ll play a crucial role in transforming client dreams into legally sound trust documents that protect families for generations. This isn’t about billable hours—it’s about meaningful output that directly impacts client outcomes. You’ll work with established systems and processes, managing your own schedule while delivering consistent, high-quality legal documentation that makes a real difference in people’s lives.

Schedule

• Mondays to Fridays, between 9:00 am and 5:00 pm (US Eastern Time). The hours are flexible as long as 20 hours a week are met.

Responsibilities

• Draft comprehensive trust documents using client intake forms and data
• Transform client information into precise legal language and documentation
• Contact clients to notify them of document completion and status updates
• Follow up with clients regarding document progress and requirements
• Work within established firm systems for efficient document creation
• Manage output-based deliverables with 5 documents per week target
• Maintain quality standards while meeting flexible deadlines
• Collaborate directly with attorneys on complex documentation needs

Requirements

• Must have Decision Vault and Wealth Council experience
• Paralegal training and certification are a plus
• Proven experience drafting legal documents, particularly trusts and estate planning
• Background working with law firms or the legal industry
• Ability to work independently and manage deadline-driven projects
• Strong attention to detail and legal writing skills
• Bonus if you have experience with Georgia law and estate planning
• It helps if you’re familiar with legal document management systems
• Bonus if you have client communication experience in legal settings

Why Join This Team?

• An output-focused environment that values result over hours worked
• Flexible scheduling—work when you’re most productive
• Direct impact on families securing their financial futures
• Growing firm with expansion opportunities and career growth potential
• Competitive compensation with a willingness to pay a premium for experience
• Streamlined processes and established systems for efficiency

Independent Contractor Perks

• Permanent work from home
• Immediate hiring