Remote Estate Planning Paralegal
Remote Estate-Planning Paralegal Wanted — Draft Smart, Work Happy, Make an Impact
Are you a paralegal ninja who loves trusts, wills, and the smell of freshly-generated templates? We’re on the hunt for a fully remote estate-planning paralegal who can jump into the deep end with us and keep our drafting engine running smoothly.
Who We Are
We’re a high-energy, client-centric estate-planning law firm (yes, we actually enjoy this work). We use tools like WealthCounsel, DecisionVault, and Lawmatics to keep things efficient and streamlined. We believe smart planning beats stuffy lawyer-speak any day, and we like to have fun while serving families well.
What You’ll Do
You’ll slide into our virtual office and get rolling fast. Your mission:
• Use WealthCounsel to customize estate-planning documents: revocable trusts, irrevocable trusts, deeds, kids’ protection plans, ancillary docs, and more.
• Support the workflow from intake (via DecisionVault) through drafting, editing, peer review, and finalizing.
• Work fully remote (slippers welcome), while staying curious, collaborative, and quick to ask questions when needed.
• Bonus: help with Massachusetts probate filings or related court processes, if you’ve got that skill set.
• Juggle multiple systems — Google Drive, drafting software, intake tools, and a few other favorites.
• Keep everything accurate, consistent, on-brand, and never boring.
What You Bring
• 3+ years estate-planning paralegal experience preferred (we’ll consider 2+ if you’ve been truly living and breathing this work).
• 2+ years using WealthCounsel or similar drafting software — we’re not in training mode for this role.
• Strong grasp of wills, trusts, POAs, health-care proxies, and the usual core estate-planning docs.
• Bonus: Massachusetts probate court experience (filings, probate, ancillary admin).
• Comfortable working fully remote, disciplined, responsive, and able to collaborate virtually and independently.
• Organized, proactive, detail-obsessed, and great at tailoring templates to real-world client facts.
Why You’ll Love It Here
• 100% remote — no commute, no dress code, minimal office politics.
• You’ll actually make a difference: your drafting superpowers help families protect assets and legacies.
• A fun, spunky, supportive team that values both quality work and the humans doing it.
• Competitive pay and plenty of room to grow with us.
How to Apply
Email us (dave@20westlegal.com) your résumé and a brief note that makes us sit up and say, “Yep — this is the one.” In the subject line, include “I’m the One.”
In the body of your message, please tell us:
• Why you’re the one for this role,
• What your favorite dessert is, and
• Attach your résumé.
YOU MUST COMPLETE THESE STEPS IN ORDER TO BE CONSIDERED.
If you’re ready to dive into a fast-paced, detail-driven, fully remote role where your work genuinely matters, we want to meet you.
Join us. Let’s protect legacies, draft like bosses, and have some fun while we’re at it.
Pay: $58,000.00 - $73,000.00 per year
Work Location: Remote
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