Remote Estate Planning Paralegal — Growth & Benefits

Back Office Drafting; North Carolina; On-site; USD 27,552 - 33,062; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

PTO and holidays

Fully remote with team gatherings

Growth path to Senior Paralegal

W-2 employment

Job summary

Back Office Drafting is a fully remote team serving estate planning attorneys nationwide. You will draft estate plans and ancillary documents from detailed instructions, with a structured internal review that provides frequent feedback to help you grow.

Day-to-day duties include drafting trusts, wills, powers of attorney, and directives, while using WealthCounsel, InterActive Legal, LEAP, or Adapt. We value curiosity, reliability, and a growth mindset in a collaborative environment.

Qualifications

• Background in estate planning, legal drafting, or paralegal work preferred.
• Strong attention to detail and ability to follow instructions.
• Comfort with technical documents and structured reviews.

Responsibilities

• Draft revocable living trusts, irrevocable trusts, wills, and powers of attorney.
• Navigate WealthCounsel, InterActive Legal, LEAP, and Adapt platforms.
• Interpret attorney design preferences and apply them precisely.
• Identify gaps in intake and resolve them proactively.
• Collaborate with teammates and reviewers to maintain flow.
• Raise hand to learn new skills when needed.

Skills

Precision

Follow-through

Attention to detail

Low ego

High standards

Education

Estate planning or paralegal background

Tools

WealthCounsel

InterActive Legal

LEAP

Adapt

Job description

Before You Read Further

This is a W-2 position with benefits, a growth path, and a team worth committing to. We build serious careers here, not gig arrangements, and we need your complete professional focus in return. If you’re looking for a side gig or a project to fit around other work, this isn’t it, and that’s okay. We’d rather be honest upfront than waste your time or ours.

If you’re looking for a real role, with a real team, doing meaningful work, keep reading.

About Us

Back Office Drafting is a fully remote team that serves as the fractional drafting department for estate planning attorneys across the country. We handle the document production (trusts, wills, ancillaries, advanced planning) so attorneys can focus on their clients, their practices, and their growth.

We’re not a law firm. We’re not a staffing agency. We’re something different: a tight-knit team of professionals who take genuine pride in getting the documents right, every time. Our attorneys trust us completely, and we take that seriously.

We’re growing, and we’re hiring people who want to grow with us.

About You

You don’t need to have spent years in an estate planning firm, though if you have, great. What matters most is how you work.

You finish what you start. When something goes sideways, a missing piece of intake, an unclear instruction, a tight deadline, you don’t wait to be rescued. You figure it out, flag what needs flagging, and close the loop. You take feedback without flinching, because you care more about getting it right than being right. You notice when something is off even when no one asked you to look.

You’re also genuinely curious about this work. Estate planning sits at the intersection of law, family dynamics, and legacy. The documents you’ll draft aren’t just legal instruments. They’re the final word on how someone’s life’s work carries forward. That means something to you.

And you want to be part of a team that’s building something, not just filling a seat.

About the Role

You’ll draft estate plans and ancillary documents for attorney clients across the country, working from detailed design instructions. Every plan you draft goes through a structured internal review process before it reaches the attorney. That means you’ll get frequent, specific feedback from experienced colleagues — the kind that actually makes you better. We take quality seriously, and we take developing our people just as seriously.

Day-to-day responsibilities include:

• Drafting revocable living trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and related ancillary documents.
• Navigating drafting platforms including WealthCounsel, InterActive Legal, LEAP, and Adapt (experience in at least one is preferred; we’ll train on the rest).
• Interpreting attorney design preferences and applying them precisely and consistently.
• Identifying gaps or ambiguities in intake and proactively resolving them.
• Collaborating with teammates and reviewers to keep work flowing.
• Raising your hand when something is outside your current skill set, and being willing to learn.

What We’re Looking For

Experience: A background in estate planning, legal document drafting, or paralegal work is preferred, but we’re open to candidates without direct EP experience who have strong legal or document production fundamentals and a genuine interest in this space.

Skills: Precision. Follow-through. Comfort with technical documents and detailed instructions. Ability to manage multiple active files without dropping balls.

Availability: 30–40 hours per week, consistent schedule, US time zones. This is your only job, not one of several.

Setup: A distraction-free remote workspace with reliable internet. You don’t need a formal office, but you do need an environment where you can focus.

Attitude: Low ego. High standards. Genuine investment in doing the work well.

Compensation & Benefits

• $20–24/hour depending on experience, with a clear path to $25–28 as a Senior Paralegal
• W-2 employment (not a contractor arrangement)
• Health: Employer-contributed medical insurance, dental, and vision; benefits eligible after 90-day introductory period
• 401(k) with 4% employer match
• 15 days PTO + 5 sick days + 10 paid holidays
• Fully remote, with one or two all-team gatherings per year to connect in person with the people you work with every day
• Real growth path: strong performers move to Senior Paralegal with corresponding pay increases

How to Apply

We’ve replaced the standard “submit your resume and answer three questions” process with something more honest on both sides.

Step 1: Confirm fit

Before applying, confirm both of the following are true for you:

“This is a full-time, dedicated role. I am not planning to continue concurrent employment or active freelance work alongside this position.”

“This role is currently open to candidates residing in Texas, Georgia, North Carolina, Florida, Tennessee, Virginia, or Arizona. I confirm I currently reside in one of these states.”

If either of those isn’t your situation, please don’t apply. If both are true, proceed.

Step 2: Submit your resume

No cover letter needed. Your resume should speak to relevant experience, document production, legal background, or whatever has prepared you for this kind of work.

Step 3: Record a short video (required)

This is the part that matters most to us. We want to hear from you, not a polished written response. Four short prompts, 60–90 seconds each — five or six minutes total. You can use Loom (free at loom.com), record on your phone, or use any method you’re comfortable with. No production value required. Just genuine answers.

Prompt 1 (~90 seconds): Tell us, without reading from notes, what draws you to estate planning work specifically. If you don’t have estate planning experience, tell us what draws you to this kind of detail-oriented legal support work.

Prompt 2 (~90 seconds): Describe a time you had to deliver work under a tight deadline and something went wrong mid-process. What did you do?

Prompt 3 (~90 seconds): This is a fully remote, production-driven role where you’ll be part of a small team. What does your ideal work week look like, and what does “done” mean to you?

Prompt 4 (~90 seconds): Tell us about something you worked on — professionally, academically, or personally — where good enough wasn’t good enough for you. What did you do, and what drove you to go further?

Submit your resume and link to your video with this application.

Applications without a video will not be reviewed. We mean it, and we mean it kindly. The video is how we get to know you, and it’s how you get to show us what a resume can’t.