Paralegal - Estate Planning
Woven Legal LLC•San Diego, CA
•$30 - $31•Remote
About The Position
Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support its growing, client-focused practice. The role involves guiding clients through the entire estate planning process, from intake through signing, and managing matters to provide clients with a smooth, professional experience. This is a fully remote, part-time 1099 contractor position for 40 hours per month, paying $30 per hour. The schedule is flexible and the work is described as meaningful and client-centered, within a supportive, collaborative team.
Requirements
- Experience as an Estate Planning Paralegal.
- Strong drafting experience with wills, trusts, and related documents.
- Exceptional attention to detail and organizational skills.
- Ability to manage multiple deadlines and priorities.
- Comfort communicating directly with clients.
- Self-starter who takes initiative and approaches work with a solutions-oriented mindset.
Nice To Haves
- Experience with WealthCounsel and/or MyCase.
Responsibilities
- Draft estate planning documents, including wills, trusts, powers of attorney, and amendments.
- Review client intake information and identify missing details or planning issues.
- Prepare and revise documents with strong attention to detail.
- Lead draft review meetings with clients.
- Coordinate and facilitate signing appointments.
- Assist clients with trust funding and follow-up.
- Communicate regularly with clients to keep matters on track.
- Collaborate with attorneys and team members to support efficient workflows.
Benefits
- Fully remote position.
- Flexible schedule totaling 40 hours per month.
- Meaningful, client-centered work.
- Supportive and collaborative team environment.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
