Estate Planning Paralegal
Woven Legal LLC • San Diego, CA3d
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Estate Planning Paralegal
Woven Legal LLC•San Diego, CA
About The Position
As a Part-Time Estate Planning Paralegal at Woven Legal LLC, you will play a key role in guiding clients through the estate planning process from start to finish. You will gather and analyze client information, including existing estate plans and asset details, to support accurate and effective planning. Your responsibilities will include drafting wills, codicils, trust agreements, amendments, and powers of attorney, as well as managing document preparation and execution. You will oversee the full estate planning workflow-from initial client intake through final signing-by conducting client intake reviews, identifying key issues or missing information, preparing and revising draft documents, leading draft review meetings with clients, and facilitating signing meetings to ensure proper execution of all documents. You will also assist clients with funding and maintain regular communication to manage expectations and provide a seamless, high-quality client experience. Collaboration with attorneys and other professionals will be essential to ensure efficient and accurate outcomes.
Requirements
- Strong foundation in estate planning and legal drafting
- Excellent organizational skills to manage multiple matters simultaneously
- Experience drafting estate planning documents (wills, trusts, powers of attorney, etc.)
- Strong attention to detail and commitment to accuracy
- Ability to manage deadlines and prioritize tasks effectively
- Strong communication skills and a client-focused approach
- A proactive, solutions-oriented mindset
Nice To Haves
- Proficiency in WealthCounsel and MyCase
- Experience conducting client intakes and spotting key issues or missing information
Responsibilities
- Guiding clients through the estate planning process from start to finish
- Gathering and analyzing client information, including existing estate plans and asset details, to support accurate and effective planning
- Drafting wills, codicils, trust agreements, amendments, and powers of attorney
- Managing document preparation and execution
- Overseeing the full estate planning workflow-from initial client intake through final signing
- Conducting client intake reviews and identifying key issues or missing information
- Preparing and revising draft documents
- Leading draft review meetings with clients
- Facilitating signing meetings to ensure proper execution of all documents
- Assisting clients with funding
- Maintaining regular communication to manage expectations and provide a seamless, high-quality client experience
- Collaborating with attorneys and other professionals to ensure efficient and accurate outcomes
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
Job Search Resources
Career Resources
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