Experienced Estate Planning, Probate & Trust Administration Paralegal (Remote - 1099 Contract)
Trusted Paralegal Solutions is seeking an experienced remote paralegal to support a solo estate planning attorney licensed in Arizona, Utah, and Colorado. This position is expected to begin at approximately 5-10 hours per week with the potential for growth. The ideal candidate will be able to work independently, manage files with minimal supervision, identify missing information, ask intelligent questions, and prepare accurate drafts based on client questionnaires and attorney instructions.
- THIS IS NOT AN ENTRY LEVEL POSITION. PLEASE DO NOT APPLY IF YOU DO NOT HAVE EXPERIENCE. CANDIDATES WHO DO NOT ANSWER THE QUESTIONS BELOW WHEN APPLYING WILL NOT BE CONSIDERED.
Required Experience:
- Estate planning drafting
- WealthCounsel
- DecisionVault
- Probate administration in UT, AZ and/or CO
- Trust administration
- LLC formation
- Drafting operating agreements
- State business filings
- Client communication
- Drafting from attorney notes and client questionnaires
Preferred Experience:
- Experience in two or more of the above states strongly preferred
Responsibilities:
- Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and related estate planning documents
- Review client questionnaires and attorney notes
- Draft LLC operating agreements
- Prepare and file state business formation documents
- Assist with probate administration matters
- Assist with trust administration matters
- Communicate with clients as needed
- Track assignments and deadlines
- Work independently in a remote environment
Requirements:
- Minimum 3 years of estate planning drafting experience
- Experience using WealthCounsel and DecisionVault
- Strong attention to detail
- Excellent written and verbal communication skills
- Ability to work independently with minimal supervision
- Reliable internet connection and home office setup
Please include a cover letter that answers the following questions:
- Which state(s) do you have estate planning experience in?
- Which state(s) do you have probate experience in?
- Which state(s) do you have trust administration experience in?
- How many years of experience do you have using WealthCounsel?
- How many years of experience do you have using DecisionVault?
- Have you drafted LLC operating agreements and completed state business filings?
- Have you independently drafted estate planning documents from attorney notes and client questionnaires?
Pay: $35.00 per hour Work Location: Remote