Trust Administration/Estate Planning Paralegal

Woven Legal LLC•San Francisco, CA

1d•$30 - $30•Remote

About The Position

Join Woven Legal LLC as a Part-Time Trust Administration/Estate Planning Paralegal and immerse yourself in a dynamic, fully remote work environment. This opportunity allows you to leverage your skills while enjoying the flexibility of working from home. Engage with clients in San Francisco, CA, and help them navigate the intricate world of estate planning and trust administration. With a competitive pay rate of $30 per hour, you can enjoy the satisfaction of making a meaningful impact on clients' lives without sacrificing work-life balance. If you're an abundant thinker and problem solver driven by customer-centricity, this role not only offers professional growth but also positions you as a vital part of a supportive and integrity-driven team. Elevate your career with Woven Legal LLC, where your contributions truly matter. Your role as a Trust Administration/Estate Planning Paralegal As a Trust Administration/Estate Planning Paralegal at Woven Legal LLC, you can expect a daily routine that is both engaging and varied. Your responsibilities will include assisting attorneys in preparing and reviewing legal documents related to estate planning, such as wills, trusts, and powers of attorney. You'll conduct research, compile client information, and maintain files to ensure all documentation is accurate and up to date. Each day will involve communication with clients to gather relevant information and provide updates on their cases, fostering a customer-centric approach. You will also assist in the coordination of estate administration tasks and manage deadlines to ensure timely compliance with legal requirements. Your schedule will be Monday through Friday during standard business hours, offering a structured workday that balances professional development with the flexibility of remote work. What we're looking for in a Trust Administration/Estate Planning Paralegal To thrive as a Trust Administration/Estate Planning Paralegal at Woven Legal LLC, you will need a blend of skills and experience tailored for the intricacies of estate planning. A strong understanding of trust funding, estate plan structures, and effective client communication flow is essential, enabling you to manage each case independently from start to finish with minimal attorney oversight. Key skills include the ability to conduct thorough initial client intake reviews and identify key issues or missing information. You should be adept at preparing and reviewing client intake materials (CIMI), accurately drafting legal packets, and coordinating with drafting support while managing document versions. Additionally, facilitating Draft Review meetings and preparing for client signing meetings are crucial tasks. Experience with tools like WealthCounsel and MyCase is preferred, as maintaining detailed task tracking and communication in MyCase will be part of your daily responsibilities. Availability during California business hours is essential for effective collaboration and client service.

Requirements

A strong understanding of trust funding, estate plan structures, and effective client communication flow is essential, enabling you to manage each case independently from start to finish with minimal attorney oversight.
Ability to conduct thorough initial client intake reviews and identify key issues or missing information.
Adept at preparing and reviewing client intake materials (CIMI), accurately drafting legal packets, and coordinating with drafting support while managing document versions.
Facilitating Draft Review meetings and preparing for client signing meetings are crucial tasks.
Availability during California business hours is essential for effective collaboration and client service.

Nice To Haves

Experience with tools like WealthCounsel and MyCase is preferred, as maintaining detailed task tracking and communication in MyCase will be part of your daily responsibilities.

Responsibilities

Assisting attorneys in preparing and reviewing legal documents related to estate planning, such as wills, trusts, and powers of attorney.
Conducting research, compiling client information, and maintaining files to ensure all documentation is accurate and up to date.
Communication with clients to gather relevant information and provide updates on their cases, fostering a customer-centric approach.
Assisting in the coordination of estate administration tasks and manage deadlines to ensure timely compliance with legal requirements.
Conducting initial client intake review (CNE/FWI) and identifying key issues or missing information.
Preparing and reviewing CIMI and drafting packets accurately and efficiently.
Coordinating with drafting support and managing document versions through completion.
Conducting Draft Review meetings
Preparing for and supporting client signing meetings and ensuring all documents are properly executed.
Handling funding coordination and follow-up including post-signing confirmations and asset checklists.
Offer funding support to clients and answer basic trust funding questions.
Maintaining detailed task tracking and clear communication in MyCase.