Manage estate planning files from intake through completion, ensuring timely document preparation and attorney support.
Communicate with clients regarding documents, signatures, and next steps to keep matters moving efficiently.
Review documents for completeness and accuracy, maintain organized electronic files, and track deadlines.
Molt Legal Partners is a law firm that provides contract legal support services, specializing in estate planning for well-established practices. They operate with a dedicated drafting service and seek experienced independent contractors for flexible remote roles.
Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents including wills, revocable trusts, irrevocable trusts, and related instruments.
Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. We are a growing team partnering with leading RIA firms and financial advisors to deliver sophisticated estate planning in a client-focused way.
Review and finalize estate planning documents, including revocable living trusts, drafted by the paralegal team.
Ensure quality and handle final legal oversight by signing off on completed plans after confirming accuracy and alignment with client goals.
Provide custom language or revisions for client needs outside standard templates and communicate with the client services team on drafting-related questions.
Rosenblum Law is a law firm specializing in estate planning and trust and estate practice, with a strong system of paralegal-driven drafting using Wealth Counsel. They are seeking a part-time remote attorney to support their growing practice and distributed team.
Participate in a 60-minute remote video interview demonstrating your legal workflows.
Share your screen and explain your decision-making process and challenges.
Provide feedback on current legal tools to help shape future legal technology.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies efficiently. It is a technology company focused on fair and objective recruitment processes.
Support clients by combining legal expertise, technology, and customer engagement in a fast-growing environment.
Draft and review legal documents, respond to customer inquiries, and assist with technical setup.
Collaborate with internal teams to improve customer satisfaction and act as a trusted customer advocate.
The company is a LegalTech startup that provides innovative legal solutions through technology. It has a customer-focused, collaborative culture with a remote-first work environment.