Estate Planning Document Drafter

Relational Estate & Elder Law; Virginia; Remote; USD 55,000 - 78,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Retirement Match

Life & Disability Insurance

Paid Time Off

Career Growth

Company Culture

Job summary

Relational Estate & Elder Law, based in Winchester, VA, seeks an Estate Planning Document Drafter to prepare, revise, and proofread customized documents under attorney direction. This role rewards precision, grammar, and thoroughness while guiding clients through important decisions about their families’ futures.

Ideal candidates are organized, deadline-driven, and proficient in Word and Outlook, with experience drafting or proofreading legal documents.

Qualifications

• Exceptional attention to detail with the ability to identify errors, inconsistencies, omissions, and formatting issues.
• Strong knowledge of English grammar, punctuation, spelling, sentence structure, and professional writing conventions.
• Excellent proofreading and editing skills to review documents for clarity, accuracy, consistency, and completeness.

Responsibilities

• Draft and revise estate planning documents based on attorney instructions, firm templates, client information, and approved procedures.
• Communicate with clients to obtain missing information and provide process updates.
• Review documents for accuracy, completeness, and internal consistency.
• Incorporate attorney instructions and client-specific information into drafts.

Skills

Grammar & editing

Attention to detail

Organization

Deadline management

Strong English writing

Legal drafting

Multitasking

Tools

MS Word

Outlook

Cloud docs

Job description

About Us: At Relational Estate & Elder Law, we are deeply committed to helping residents in Winchester, Northern Virginia, and the Shenandoah Valley protect their families, assets, and futures. Our team of dedicated legal professionals specializes in estate planning, elder planning, and estate administration. We are passionate about creating personalized legal solutions that provide our clients with peace of mind, knowing their families and futures are secure.

Description: Relational Estate & Elder Law is seeking a detail-oriented Estate Planning Document Drafter to prepare, revise, and proofread customized estate planning documents under attorney direction. This position is well-suited for someone who enjoys precise, detail-intensive work, has a strong command of written communication and grammar, enjoys identifying and correcting errors, and takes pride in producing accurate, polished, high-quality documents. As part of our mission, this position plays an essential role in helping clients navigate important decisions regarding their families’ futures, offering them hope and peace of mind through Relational Estate Planning.

We are looking for someone eager to learn, with the opportunity for growth and advancement as our firm continues to expand.

What We Are Looking For:

• The ideal candidate enjoys working with language, grammar, and written content.
• They find satisfaction in producing accurate work, catching small errors before they become larger problems, and creating polished documents that reflect a high standard of quality.
• They are naturally organized, dependable, and able to manage multiple deadlines without sacrificing attention to detail.

Location: Remote – This job requires being based in Virginia or West Virginia, even though it is remote.

Job Type:Full-Time

Schedule: Monday through Friday, 8:30 a.m. to 5:00 p.m.

Required Qualifications:

• Exceptional attention to detail with the ability to identify errors, inconsistencies, omissions, formatting issues, and missing information that others may overlook.
• Strong knowledge of English grammar, punctuation, spelling, sentence structure, and professional writing conventions.
• Excellent proofreading and editing skills, with the ability to review documents for clarity, accuracy, consistency, and completeness.
• Ability to follow detailed instructions and consistently apply established drafting standards, templates, and procedures.
• Ability to maintain a high level of accuracy and quality while managing multiple deadlines.
• Demonstrated ability to work accurately with detailed, technical, or legal documents.
• Proficiency with Microsoft Word, Outlook, and cloud-based document systems.
• Ability to manage multiple matters, deadlines, and follow-up items.

Preferred Qualifications:

• Experience in editing, proofreading, technical writing, legal drafting, journalism, or other roles requiring exceptional written communication skills.
• Experience managing multiple deadlines, projects, or client matters simultaneously.
• Experience drafting, editing, or proofreading legal documents.
• Estate planning, probate, trust administration, or law firm experience.
• Familiarity with document automation or legal practice management software.

Job Responsibilities

• Draft and revise estate planning documents based on attorney instructions, established firm templates, client information, and approved drafting procedures.
• Communicate with clients to obtain missing information, provide appropriate process updates, and route legal questions to the responsible attorney.
• Review documents for accuracy, completeness, internal consistency, spelling, grammar, and compliance with firm standards.
• Incorporate attorney instructions and client-specific information into document drafts.
• Track outstanding information and follow up with clients and team members to keep matters moving forward.
• Attend designated virtual client meetings and accurately document instructions and follow-up items.
• Prepare final document packages for client review and execution.

What We Offer:

• Comprehensive benefits package, including health, dental, and vision insurance
• Matching retirement contributions
• Life and disability insurance (short- and long-term)
• Paid time off and holiday pay
• Opportunities for growth and career advancement
• A collaborative, fun, and inviting company culture

Our Hiring Process

We want to ensure that we’re a good fit for each other. Our hiring process includes multiple stages of interviews, phone and virtual, and a review of your professional references. If selected for the first step, you will be asked to review our firm’s values to ensure alignment with our team’s mission and culture.