Trusts & Estates / Estate Planning Paralegal (Remote)
High Standards, Smart Work, & Zero Drama
Are you an experienced estate planning paralegal who loves well-run systems, clear expectations, and doing excellent work - but hates chaos, micromanagement, and office politics? Do you want a fully remote role with a sharp, supportive legal team that values competence and calm?
If so, keep reading.
The Work Balance
We are a modern estate planning firm that believes great legal work doesn’t require burnout or unnecessary friction. Our workflows are organized, our expectations are clear, and our team respects each other’s time and expertise.
Because this role is fully remote, you can focus on producing high-quality work without interruptions, commutes, or office noise. We care about outcomes, not clock-watching.
The Role
As an Estate Planning Paralegal, you will be a key part of the legal team, working closely with attorneys to move matters forward efficiently and accurately.
Among other things, your responsibilities will include:
• Drafting & Document Preparation: Using our modern, proprietary software system, prepare estate planning documents such as wills, trusts, powers of attorney, and related instruments
• Client Coordination: Communicating with clients to answer their questions, gather information, follow up on outstanding items, and keep matters moving
• File & Workflow Management: Managing deadlines, checklists, and document organization across active matters
• Attorney Support: Assisting attorneys with revisions, execution preparation, and post-signing follow-up
• Team Collaboration: Working independently while staying connected throughout the day with a responsive and amazing remote team
What You Bring to the Table
• Estate Planning Experience (Required): You have prior experience working in trusts and estates or estate planning. You understand the terminology, documents, and flow of these matters.
• Attention to Detail: You produce clean, accurate work and take pride in getting it right.
• Self-Motivation: You are comfortable working remotely, managing your day, and meeting deadlines without micromanagement.
• Tech-Comfortable: You adapt quickly to legal software, document systems, and remote collaboration tools.
• The Right Vibe: Professional, organized, calm under pressure, and allergic to drama.
Perks & Benefits
• Fully Remote Role
• Full-time or Part-time options
• Paid Time Off (PTO)
• Various Medical, Dental, Vision, Life and 401k Benefits
• Supportive Team Culture: Smart people, clear communication, no chaos, no politics
• Long-Term Opportunity: We are looking for someone who wants to grow with a stable, well-run firm
⚠ HOW TO APPLY (PLEASE READ CAREFULLY) ⚠
We are a busy office focused on our clients. To ensure our systems are respected, please follow these instructions exactly:
• Apply via Indeed.
• Complete the Skills Assessment: After submitting your Indeed application, you MUST complete our separate skills assessment at the link below within the next 5 days: https://app.testgorilla.com/s/rhv7eqh8
IMPORTANT: Please DO NOT contact the office directly via phone, email, or walk-in. Candidates who contact the office outside of this application process will be automatically disqualified. We value our team’s time and our patients' experience, and we appreciate you respecting our process!
---
Thanks for considering us! We’d love to hear from you so apply with today!
Job Types: Full-time, Part-time, Contract
Pay: $25.00 - $35.00 per hour
Work Location: Remote
Apply Now
Apply Now
Are you an experienced estate planning paralegal who loves well-run systems, clear expectations, and doing excellent work - but hates chaos, micromanagement, and office politics? Do you want a fully remote role with a sharp, supportive legal team that values competence and calm?
If so, keep reading.
The Work Balance
We are a modern estate planning firm that believes great legal work doesn’t require burnout or unnecessary friction. Our workflows are organized, our expectations are clear, and our team respects each other’s time and expertise.
Because this role is fully remote, you can focus on producing high-quality work without interruptions, commutes, or office noise. We care about outcomes, not clock-watching.
The Role
As an Estate Planning Paralegal, you will be a key part of the legal team, working closely with attorneys to move matters forward efficiently and accurately.
Among other things, your responsibilities will include:
• Drafting & Document Preparation: Using our modern, proprietary software system, prepare estate planning documents such as wills, trusts, powers of attorney, and related instruments
• Client Coordination: Communicating with clients to answer their questions, gather information, follow up on outstanding items, and keep matters moving
• File & Workflow Management: Managing deadlines, checklists, and document organization across active matters
• Attorney Support: Assisting attorneys with revisions, execution preparation, and post-signing follow-up
• Team Collaboration: Working independently while staying connected throughout the day with a responsive and amazing remote team
What You Bring to the Table
• Estate Planning Experience (Required): You have prior experience working in trusts and estates or estate planning. You understand the terminology, documents, and flow of these matters.
• Attention to Detail: You produce clean, accurate work and take pride in getting it right.
• Self-Motivation: You are comfortable working remotely, managing your day, and meeting deadlines without micromanagement.
• Tech-Comfortable: You adapt quickly to legal software, document systems, and remote collaboration tools.
• The Right Vibe: Professional, organized, calm under pressure, and allergic to drama.
Perks & Benefits
• Fully Remote Role
• Full-time or Part-time options
• Paid Time Off (PTO)
• Various Medical, Dental, Vision, Life and 401k Benefits
• Supportive Team Culture: Smart people, clear communication, no chaos, no politics
• Long-Term Opportunity: We are looking for someone who wants to grow with a stable, well-run firm
⚠ HOW TO APPLY (PLEASE READ CAREFULLY) ⚠
We are a busy office focused on our clients. To ensure our systems are respected, please follow these instructions exactly:
• Apply via Indeed.
• Complete the Skills Assessment: After submitting your Indeed application, you MUST complete our separate skills assessment at the link below within the next 5 days: https://app.testgorilla.com/s/rhv7eqh8
IMPORTANT: Please DO NOT contact the office directly via phone, email, or walk-in. Candidates who contact the office outside of this application process will be automatically disqualified. We value our team’s time and our patients' experience, and we appreciate you respecting our process!
---
Thanks for considering us! We’d love to hear from you so apply with today!
Job Types: Full-time, Part-time, Contract
Pay: $25.00 - $35.00 per hour
Work Location: Remote
Apply Now
Apply Now