Estate Planning Paralegal

Vanguard Legal Group, PC; California (MO); Remote; USD 69,000 - 110,000; Full time

Job summary

Vanguard Legal Group, PC is seeking an Independent Contract Paralegal to Draft estate planning packages remotely. The role requires proficiency with WealthDocx and the ability to work independently with high accountability.

You will review client intake data and prepare trust funding documents, ensuring timely delivery and high-quality work. Ideal candidates will be experienced with Revocable Living Trusts, Pour-Over Wills, Powers of Attorney, and California-specific planning logic.

Qualifications

• WealthDocx proficiency required for drafting.
• Independent contractor with own remote office setup and reliable internet.
• Excellent written and verbal communication; able to work independently.

Responsibilities

• Draft complete estate planning packages (trusts, wills, powers of attorney, advance healthcare directives, HIPAA authorizations).
• Use WealthDocx to generate customized legal documents.
• Review client intake data for accuracy and completeness.
• Prepare trust funding documents (Grant Deeds, PCORs) for California real property.
• Maintain deadlines and ensure drafts meet quality standards.

Skills

WealthDocx proficiency

Independent contractor

Strong communication

Tools

WealthDocx (WealthCounsel/LEAP)

Job description

Our Firm is seeking a highly skilled, detail-oriented Independent Contract Paralegal to assist with drafting comprehensive estate planning packages. We are a fast-paced firm looking for a "plug-and-play" professional who can hit the ground running with minimal training on software or California-specific estate planning logic.

Core Responsibilities:

• Draft complete estate planning packages (Revocable Living Trusts, Pour-Over Wills, Powers of Attorney, Advance Healthcare Directives, and HIPAA Authorizations).
• Utilize WealthDocx (WealthCounsel / LEAP) to generate high-quality, customized legal documents.
• Review client intake data.
• Prepare trust funding documents, including Grant Deeds and PCORs for California real property.
• Maintain strict deadlines and ensure all drafts meet the firm's quality standards.

Requirements & Qualifications:

• WealthDocx Proficiency: Must have experience drafting within the WealthDocx platform.
• Independent Professional: As an independent contractor, you must have your own remote office setup, including reliable high-speed internet.
• Communication: Exceptional written and verbal communication skills; ability to work independently with high accountability.

Pay: $50.00 - $80.00 per hour

Application Question(s):

• Explain your level of familiarity with the Wealth Counsel / LEAP drafting system.
• Explain your experience drafting estate planning (Willl & Trust) documents.

Work Location: Remote