Estate Planning Legal Assistant

Woven Legal LLC; San Francisco (CA); Remote; USD 100,000 - 125,000; Part time

Job summary

A legal firm specializing in estate planning is seeking a part-time remote Estate Planning Legal Assistant in San Francisco. The ideal candidate will have over 3 years of paralegal experience in estate planning, be able to work independently, and effectively communicate with clients. This position allows for a flexible schedule and offers the potential for growth to full-time. Compensation is $30 per hour.

Benefits

Flexible schedule

Qualifications

• At least 3 years of experience working as a paralegal in Estate Planning.
• Ability to work independently and manage client communications.
• Substantially ready drafts with minimal editing needed.

Responsibilities

• Support a busy Estate Planning & Trust Administration practice.
• Develop and maintain long-term client partnerships.
• Draft legal documents and pinpoint issues for attorney review.

Skills

Experience with Revocable Trusts

Independent work ability

Excellent communication skills

Attention to detail

Proactivity and reliability

Education

Associate degree in Paralegal Studies

Tools

Gsuite

Wealthcounsel

MyCase

Job description

Job Description

Job Description

Job description

PART-TIME REMOTE ESTATE PLANNING LEGAL ASSISTANT NEEDED (10 hours / week) -

Estate Planning Legal Assistant needed to support a busy Estate Planning & Trust Administration practice in the Pacific Time Zone . The focus of the firm is to develop and maintain long-term client partnerships through the creation of an exceptional client experience. Candidate must have at least 3 years of experience working as a paralegal with Estate Planning. The candidate must be able to work independently, communicate with clients and have the drafts substantially ready to go with little editing or revising needed.

Experience and Hard Skills (MUST HAVE) :

• Highly experienced with Revocable Trusts, able to pinpoint issues when drafting and call them to atty's attention;
• At least 3 years of experience working in Estate Planning

Soft Skills :

Skilled and candid communicator with excellent attention to the details;

Proactivity and reliability are your forté and you are proud of it;

You are) not afraid to ask questions in ANY and all gray areas;

Ability to be flexible and work with shifting priorities.

Technology :

PC (Required);

Experienced user of Gsuite (Required),

Experienced user of Wealthcounsel (Required),

Experience working with MyCase or Lawmatics (Preferred).

Culture :

You will be a fit for this role if you enjoy a culture built on trust, respect, diligence, and good judgment.

Growth :

The hours have the potential to grow to full-time with the right candidate.

Benefits :

Flexible schedule

Schedule :

Monday to Friday

Self-determined schedule

Fully remote position

Education :

Associate degree in Paralegal Studies preferred (years of experience in the practice area will be considered)

Work Location : Remote

Job Type : Part-time

Salary : $30.00 per hour

Benefits :

Flexible schedule

Schedule :

Monday to Friday

Work Location : Remote