Estate Planning Paralegal

Woven Legal • Sf, CA

15h • $30 - $30 • Remote

About The Position

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and take your career to the next level while enjoying the flexibility of a fully remote position. This role offers the unique opportunity to work in estate planning within a supportive and customer-centric environment, where your contributions have a direct impact on clients' lives. At an attractive pay rate of $30 per hour, you can balance your professional ambitions with personal commitments without the constraints of a traditional office setting. Our culture fosters abundant thinking and problem-solving, allowing you to thrive. If you’re passionate about making a difference in the legal field and want to join a forward-thinking company based in San Francisco, CA, apply today to be part of our dynamic team at Woven Legal LLC. Your role as a Estate Planning Paralegal As a Part Time Estate Planning Paralegal at Woven Legal LLC, your role will encompass various responsibilities to ensure smooth client interactions and impeccable document management. You will conduct initial client intake reviews to identify key issues, prepare and accurately draft client information packets (CIMI), and manage document versions from drafting through completion. Your coordination skills will shine as you facilitate Draft Review meetings and prepare for client signing sessions, ensuring all documents are executed properly. You’ll also handle funding coordination, including post-signing confirmations and asset checklists, while offering funding support to clients and addressing basic trust funding inquiries. With a strong understanding of trust funding and estate plan structures, you’ll adeptly navigate each case with minimal attorney oversight. Proficiency in WealthCounsel and MyCase is preferred, but a quick learning ability will also be valued. Requirements for this Estate Planning Paralegal job To succeed as a Part Time Estate Planning Paralegal at Woven Legal LLC, you must have experience working in California Law and will need a blend of essential skills and attributes. Strong analytical abilities are crucial, as you'll be conducting initial client intake reviews to pinpoint key issues or missing information. Excellent communication skills are vital for clear client interactions, especially when preparing for signing meetings or answering trust funding questions. Attention to detail is paramount in preparing and reviewing client information packets (CIMI) and managing document versions, ensuring accuracy and efficiency throughout the process. A proactive approach to problem-solving will enable you to anticipate client needs and handle funding coordination seamlessly. Additionally, effective organizational skills are necessary for maintaining task tracking and facilitating smooth communication within MyCase. Your ability to learn quickly will enhance your adaptability in navigating various tasks and processes, ensuring you contribute meaningfully to our client-focused mission. Make your move We're looking for talented individuals like you to join our team and help us achieve our goals. If you're passionate, driven, and committed to making a difference, we want to hear from you! Don't wait - apply now and take the first step towards a fulfilling career with endless possibilities. Let's work together to make great things happen!

Requirements

• Experience working in California Law
• Strong analytical abilities
• Excellent communication skills
• Attention to detail
• A proactive approach to problem-solving
• Effective organizational skills for maintaining task tracking and facilitating smooth communication within MyCase
• Ability to learn quickly

Nice To Haves

• Proficiency in WealthCounsel and MyCase

Responsibilities

• Conduct initial client intake reviews to identify key issues
• Prepare and accurately draft client information packets (CIMI)
• Manage document versions from drafting through completion
• Facilitate Draft Review meetings
• Prepare for client signing sessions, ensuring all documents are executed properly
• Handle funding coordination, including post-signing confirmations and asset checklists
• Offer funding support to clients and addressing basic trust funding inquiries
• Navigate each case with minimal attorney oversight

What This Job Offers

• Job Type: Part-time
• Education Level: No Education Listed