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MABASA / INDEED

Estate Planning Paralegal

Vanguard Legal Group, PC

Location
CA, US
Work type
contract
Source publication date
Original publication date not confirmed
Source closing date
Not supplied — check original advert
Advertised salary
USD 50-80

Job description from the source

Our Firm is seeking a highly skilled, detail\-oriented **Independent Contract Paralegal** to assist with drafting comprehensive estate planning packages. We are a fast\-paced firm looking for a "plug\-and\-play" professional who can hit the ground running with minimal training on software or California\-specific estate planning logic. **Core Responsibilities:** * Draft complete estate planning packages (Revocable Living Trusts, Pour\-Over Wills, Powers of Attorney, Advance Healthcare Directives, and HIPAA Authorizations). * Utilize **WealthDocx (WealthCounsel / LEAP)** to generate high\-quality, customized legal documents. * Review client intake data. * Prepare trust funding documents, including Grant Deeds and PCORs for California real property. * Maintain strict deadlines and ensure all drafts meet the firm’s quality standards. **Requirements \& Qualifications:** * **WealthDocx Proficiency:** Must have experience drafting within the WealthDocx platform. * **Independent Professional:** As an independent contractor, you must have your own remote office setup, including reliable high\-speed internet. * **Communication:** Exceptional written and verbal communication skills; ability to work independently with high accountability. Pay: $50\.00 \- $80\.00 per hour Application Question(s): * Explain your level of familiarity with the Wealth Counsel / LEAP drafting system. * Explain your experience drafting estate planning (Willl \& Trust) documents. Work Location: Remote

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