JobsParalegal & Legal AssistantSan DiegoParalegal - Estate Planning
Woven Legal LLC
Posted on 16 Jun · Jobs at Woven Legal LLC
Paralegal - Estate Planning
Woven Legal LLC · San Diego, California, United States
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In short
The paralegal will manage estate planning matters from intake to signing, including drafting legal documents and facilitating client meetings. They will also coordinate trust funding and maintain regular communication with clients to ensure efficient case progression.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must have prior experience as an Estate Planning Paralegal and strong proficiency in drafting wills and trusts. Exceptional organizational skills and the ability to manage multiple deadlines are required for this role.
About the employer
Woven Legal
Paralegal Staffing for the Modern Law Firm
At Woven Legal, we specialize in providing exceptional staffing solutions tailored to meet the unique needs of attorneys and legal firms. With a focus on delivering top-tier experienced paralegals and legal support administrators, we pride ourselves on our commitment to exceptional customer service and customized placements.
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Our team understands the importance of having skilled professionals on your side. We offer designated placement services, connecting our attorney clients with qualified legal support who can seamlessly integrate into their practice and enhance productivity. In addition to our placement services, we excel in project-based work, providing flexible staffing solutions that adapt to the dynamic demands of the legal industry. With a dedicated team that prioritizes your needs, Woven Legal is here to help you navigate the complexities of legal staffing with ease and confidence. Whether you require ongoing support or assistance with specific projects, we are committed to ensuring your success through our personalized approach and unwavering dedication to quality. Let's connect and explore how Woven Legal can help optimize your legal operations!
- INDUSTRY
- Executive Offices
- COMPANY
- Privately Held
- FOUNDED
- 2019
- HEADQUARTERS
- Atlanta, GA
- SIZE
- 11-50
- OFFICES
- 1 on LinkedIn
- OPEN HERE
- 2 roles
KNOWN FOR
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Questions about this role
- Is this Woven Legal LLC role remote?
- Tagged remote.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
Looking for a flexible, fully remote legal role where you can own your work and make a real impact with clients? Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients through the entire estate planning process from intake to signing.
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Looking for a flexible, fully remote legal role where you can own your work and make a real impact with clients?
Woven Legal LLC is seeking an experienced Estate Planning Paralegal to support our growing, client-focused practice. This is not a back-office-only role-you'll be a key part of guiding clients through the entire estate planning process from intake to signing.
This is a fully remote, part-time 1099 contractor position at 40 hours per month, with an hourly rate of $30.
If you enjoy client interaction, drafting high-quality documents, and being part of a thoughtful, organized legal team, we encourage you to apply.
What You'll Do In this role, you will manage estate planning matters from start to finish, ensuring a smooth and professional experience for every client.
Responsibilities include:
- Drafting estate planning documents (wills, trusts, powers of attorney, amendments)
- Reviewing client intake information and identifying missing details or planning issues
- Preparing and revising documents with strong attention to detail
- Leading draft review meetings with clients
- Coordinating and facilitating signing appointments
- Assisting clients with trust funding and follow-up
- Communicating regularly with clients to keep matters on track
- Collaborating with attorneys and team members to ensure efficient workflows
What We're Looking For
- Experience as an Estate Planning Paralegal (required)
- Strong drafting experience with wills, trusts, and related documents
- Exceptional attention to detail and organizational skills
- Ability to manage multiple deadlines and priorities
- Comfortable communicating directly with clients
- Experience with WealthCounsel and/or MyCase (preferred)
- Self-starter who takes initiative and approaches work with a solutions-oriented mindset
Why Join Woven Legal LLC
- Fully remote position
- Flexible schedule totaling 40 hours per month
- Meaningful, client-centered work
- Supportive and collaborative team environment
How to Apply If you're an experienced estate planning paralegal looking for a flexible remote role where your work truly matters, we'd love to connect.
Apply today through our online application.
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