Estate Planning Legal Drafter

RecruitGo

7d • Remote

About The Position

RecruitGo is seeking a detail-oriented and client-focused Estate Planning Legal Drafter to support attorneys with document drafting, client communication, scheduling, case and file management, legal research, and preparation/finalization of estate planning documents. The ideal candidate is organized, professional, responsive, accurate, and highly skilled in communication and Microsoft Office, with the ability to manage multiple tasks in a fast-paced environment. The Estate Planning Legal Assistant plays a vital role in supporting our attorney by providing exceptional assistance in all aspects of estate planning. This position is client-facing and detail-intensive, requiring professionalism, accuracy, and excellent communication skills. The ideal candidate is organized, responsive, and is dedicated to creating a smooth and supportive experience for both clients and legal staff.

Requirements

• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Professional, empathetic, and client-service focused demeanor.
• Proficient in Microsoft Word, Outlook, and Excel.
• Ability to prioritize and manage multiple tasks in a fast-paced setting.

Nice To Haves

• Legal Knowledge
• College
• Estate Planning

Responsibilities

• Prepare a full range of estate planning documents, including: Last Wills and Testaments and Trusts, Powers of Attorney & Advance Healthcare Directives, Deeds.
• Utilize standardized firm templates and ensure customization based on attorney direction and client information.
• Collaborate with attorneys to draft and revise documents accurately and timely.
• Maintain up-to-date knowledge of estate planning terminology and formatting.
• Act as a client liaison, providing updates on case status, document drafts, and next steps in the estate planning process.
• Respond to client calls, emails, and portal messages within the firm’s communication timelines.
• Schedule and confirm client signing appointments, and follow-up meetings.
• Prepare comprehensive estate planning binders for signing meetings, ensuring all documents are tabbed and labeled correctly, drafts are printed on appropriate paper and in correct order, and notary blocks, signature lines, and witness areas are clearly identified.
• Attend client signings when requested and assist in the execution and notarization of documents.
• Open, organize, and maintain physical and digital files in accordance with firm policy.
• Accurately upload client-provided documents into case management software (e.g., CaseStatus, Clio).
• Track case timelines and deadlines, proactively alerting attorneys to necessary updates or actions.
• Ensure estate planning matters are moved efficiently through each stage (consultation, drafting, review, signing, finalization).
• Update and maintain contact details, notes, tasks, and document uploads in the firm’s case management system.
• Create and follow task lists and workflows for each estate planning case.
• Flag and resolve data entry inconsistencies to support accurate reporting and workflow tracking.
• Perform limited legal research under attorney guidance.
• Assist in assembling complex trust packages based on attorney templates and client goals.
• Collaborate daily with the intake specialist, administrative support, and other legal assistants to ensure seamless handoffs and communication.
• Communicate respectfully and effectively with other departments, reporting progress or obstacles to team leaders or attorneys as needed.
• Scan and organize signed documents into appropriate digital folders.
• Assemble estate planning binders post signing appointments.
• Record deeds with appropriate county offices and follow up to ensure confirmation of recording is received and filed.

Benefits

• Work-from-home in the Philippines
• Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
• Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
• Inclusivity: Be part of an inclusive and diverse workplace that values your contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED