Estate Planning Legal Drafter

Job not on LinkedIn

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

RecruitGo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

RecruitGo is a global employer-of-record (EOR) and remote-hub building platform that helps companies hire, onboard, pay, and manage remote employees in emerging markets such as the Philippines, Indonesia, Vietnam, UAE, and Hong Kong. It combines recruitment services, payroll, benefits administration, compliance and HR support with local expertise and optional office space/equipment to enable businesses to expand internationally without setting up local entities.

📋 Description

• Prepare estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and deeds • Customize documents using firm templates and client information under attorney direction • Collaborate with attorneys to draft and revise documents • Communicate with clients regarding case status, document drafts, and next steps • Respond to client calls, emails, and portal messages • Schedule and confirm signing appointments and follow-up meetings • Prepare and attend client signing meetings when requested • Open, organize, and maintain physical and digital case files • Upload client documents into case management software • Track case timelines and deadlines and alert attorneys to required actions • Manage estate planning matters through consultation, drafting, review, signing, and finalization • Maintain contact details, notes, tasks, and document uploads in the case management system • Perform limited legal research under attorney guidance • Assist with assembling complex trust packages • Collaborate with intake, administrative, and legal assistant teams • Report progress or obstacles to team leaders or attorneys • Scan and organize signed documents • Assemble post-signing estate planning binders • Record deeds with county offices and track recording confirmations • Work with the internal team to ensure timely service delivery and meet client expectations

🎯 Requirements

• Excellent attention to detail and organizational skills • Strong written and verbal communication abilities • Professional, empathetic, and client-service focused demeanor • Proficient in Microsoft Word, Outlook, and Excel • Ability to prioritize and manage multiple tasks in a fast-paced setting • Legal knowledge listed as nice-to-have • College education listed as nice-to-have • Estate planning knowledge listed as nice-to-have • Ability to work a maximum of 40 hours per week, Monday through Friday, 8:00 am–5:00 pm Eastern time, with a one-hour lunch break

🏖️ Benefits

• Work-from-home arrangement • Secure legal employment through RecruitGo’s Employer of Record services • Competitive packages • Real career growth • Supportive team collaboration • Inclusive and diverse workplace • Hiring process fully supported from application to onboarding