Estate Planning Paralegal

Woven Legal LLC•Miami, FL

7d•$30 - $30•Remote

About The Position

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and embrace the flexibility of a fully remote role. This position offers you the freedom to design your work environment, allowing you to balance your professional and personal life seamlessly. Earn competitive pay at $30/hour while engaging in meaningful work that directly impacts clients' lives. This role invites you to leverage your problem-solving skills and customer-centric mindset in a supportive, fully remote setting. Collaborate with a passionate team dedicated to providing exceptional service, all while maintaining your integrity and fostering an abundant thinking approach. If you're looking for an opportunity to make a difference from the comfort of your own home, this is the ideal position for you. Seize the chance to grow your career with us at Woven Legal LLC! As a Part Time Estate Planning Paralegal at Woven Legal LLC, you will play a crucial role in the intricate process of estate management. Your responsibilities will include gathering essential data related to current estate plans and assessing assets, which will form the foundation of your work. You will draft wills, codicils, trust agreements, and necessary amendments, as well as manage the preparation and recording of powers of attorney. Your skills will be put to use in locating witnesses for wills and notifying heirs about probate proceedings. You'll also publish notices to interested parties, order vital public records, and collect asset information for tax returns. Tasks such as handling ancillary administrations, maintaining estate financial records, and preparing claims for insurance proceeds highlight the impact of your role. You'll ensure compliance with trust provisions while communicating regularly with beneficiaries, managing expectations, and coordinating with other professionals for a seamless estate planning process. To thrive as a Part Time Estate Planning Paralegal at Woven Legal LLC, a strong foundation in estate planning, probate, and guardianships is essential. An ideal candidate will possess excellent organizational skills to manage multiple cases effectively, ensuring all documentation is accurate and timely. Proficiency in legal software and tools relevant to estate management will enhance your productivity and facilitate smooth workflows. Strong analytical abilities are necessary for interpreting will provisions and conducting post-mortem tax planning calculations. Effective communication skills will be key in maintaining relationships with beneficiaries and coordinating with other professionals, such as accountants and financial advisors. Attention to detail is imperative for tasks like drafting legal documents, preparing trust accountings, and ensuring compliance with trust provisions. A proactive problem-solving mindset will enable you to handle complex situations and provide clients with the support they need throughout the estate planning process.

Requirements

strong foundation in estate planning, probate, and guardianships
excellent organizational skills to manage multiple cases effectively, ensuring all documentation is accurate and timely
proficiency in legal software and tools relevant to estate management
strong analytical abilities are necessary for interpreting will provisions and conducting post-mortem tax planning calculations
effective communication skills will be key in maintaining relationships with beneficiaries and coordinating with other professionals, such as accountants and financial advisors
attention to detail is imperative for tasks like drafting legal documents, preparing trust accountings, and ensuring compliance with trust provisions
proactive problem-solving mindset will enable you to handle complex situations and provide clients with the support they need throughout the estate planning process
strong background as a paralegal working estate planning
Probate and Guardianships