Estate Planning/Trust Administration Paralegal
Join Woven Legal LLC as a Part Time Estate Planning/Trust Administration Paralegal and experience the thrill of making a meaningful impact in clients' lives from the comfort of your home. Enjoy the flexibility of a fully remote position that allows you to create your own schedule while collaborating with a team of passionate, problem-solving professionals. At a competitive pay rate of $30/hour, you'll have the opportunity to sharpen your legal skills in a dynamic and customer-centric environment. Engage directly with clients and contribute to their peace of mind as you navigate the intricacies of estate planning and trust administration. Make a difference while working within a supportive culture that values integrity and abundant thinking.
Take the next step in your career while enjoying the perks of remote work in the Pacific Hours.
What would you do as a Estate Planning/Trust Administration Paralegal
In the Part Time Estate Planning/Trust Administration Paralegal position, you can expect to engage in a variety of tasks that will enhance your legal expertise. Daily responsibilities include drafting estate planning documents such as wills and trusts, conducting legal research, and assisting in the administration of trusts. You’ll collaborate with clients to gather necessary information and respond to inquiries, ensuring a customer-centric experience.
Your schedule will be Monday through Friday, working approximately 40 hours a month, which provides you with a structured yet flexible work environment. You’ll also have the opportunity to attend team meetings, participate in training sessions, and contribute to ongoing projects that promote your growth in the legal field. This position is ideal for someone eager to learn and contribute while maintaining a healthy work-life balance.
Would you be a great Estate Planning/Trust Administration Paralegal ?
To thrive as a Part Time Estate Planning/Trust Administration Paralegal at Woven Legal LLC, candidates will need a solid foundation in estate planning and trust administration. Familiarity with managing a handful of cases valued under $5 million is crucial, as well as the ability to oversee these cases with attorney guidance. You should be adept at understanding next steps, tracking deadlines, and identifying potential issues that may require attorney intervention.
Proficiency in research is essential, particularly when navigating California’s trust administration requirements and handling tasks such as applying for Tax IDs for foreign beneficiaries. Experience using software like WealthCounsel and WealthTracks is preferred. While litigation experience isn't necessary, familiarity with probate procedures, including filing petitions and conducting inventories, is beneficial.
Additionally, having some estate planning skills related to trusts and contributing to the development of system templates will aid in enhancing the efficiency of our processes. Flexibility in your hours might include occasional phone communication with clients or attorneys.
Connect with our team today!
So, what do you think? If this sounds like the right position for you, go ahead and apply. Good luck!
Apply Now
Apply Now
Take the next step in your career while enjoying the perks of remote work in the Pacific Hours.
What would you do as a Estate Planning/Trust Administration Paralegal
In the Part Time Estate Planning/Trust Administration Paralegal position, you can expect to engage in a variety of tasks that will enhance your legal expertise. Daily responsibilities include drafting estate planning documents such as wills and trusts, conducting legal research, and assisting in the administration of trusts. You’ll collaborate with clients to gather necessary information and respond to inquiries, ensuring a customer-centric experience.
Your schedule will be Monday through Friday, working approximately 40 hours a month, which provides you with a structured yet flexible work environment. You’ll also have the opportunity to attend team meetings, participate in training sessions, and contribute to ongoing projects that promote your growth in the legal field. This position is ideal for someone eager to learn and contribute while maintaining a healthy work-life balance.
Would you be a great Estate Planning/Trust Administration Paralegal ?
To thrive as a Part Time Estate Planning/Trust Administration Paralegal at Woven Legal LLC, candidates will need a solid foundation in estate planning and trust administration. Familiarity with managing a handful of cases valued under $5 million is crucial, as well as the ability to oversee these cases with attorney guidance. You should be adept at understanding next steps, tracking deadlines, and identifying potential issues that may require attorney intervention.
Proficiency in research is essential, particularly when navigating California’s trust administration requirements and handling tasks such as applying for Tax IDs for foreign beneficiaries. Experience using software like WealthCounsel and WealthTracks is preferred. While litigation experience isn't necessary, familiarity with probate procedures, including filing petitions and conducting inventories, is beneficial.
Additionally, having some estate planning skills related to trusts and contributing to the development of system templates will aid in enhancing the efficiency of our processes. Flexibility in your hours might include occasional phone communication with clients or attorneys.
Connect with our team today!
So, what do you think? If this sounds like the right position for you, go ahead and apply. Good luck!
Apply Now
Apply Now