Back to search
InsideOutVAS Himalayas ยท Posted yesterday

Estate Planning Paralegal / Legal Specialist (Job ID: MICDJ1)

USD 10-12 Full time Remote

Estate Planning Paralegal Legal Specialist Paralegal Legal Assistant
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

IMPORTANT - Watch this quick Loom video on how to get hired:
https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.

PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH!!!

๐Ÿ›๏ธ Estate Planning Paralegal / Legal Specialist (US Law)๐Ÿ“ LATAM Preferred | ๐Ÿ•’ Full Time | ๐Ÿ’ต $10โ€“$12/hr | ๐Ÿš€ Start ASAP

Job ID:MICDJ1

Ready to do meaningful legal work that actually changes families' lives โ€” not just push paperwork? ๐Ÿ“„โœจ

Our client is a modern, relationship-driven Estate Planning firm based in the Auburn-Opelika, Alabama area, built on a "Personal Family Lawyer" philosophy. Their mission? Keep families out of court and out of conflict ๐Ÿค through proactive estate planning, asset protection, and kids protection planning โ€” all delivered with transparent, no-surprise pricing.

If you're a detail-obsessed, tech-savvy legal professional who thrives on ownership and client care, this is your seat at the table. ๐Ÿช‘๐Ÿ’ผ

๐ŸŒŸ What You'll Own

๐Ÿ“ž Client Intake โ€” Run scripted 15-minute qualification calls with prospective clients, determining fit with warmth and professionalism.

๐Ÿ“œ Deed Drafting & Proofreading โ€” Prepare property deeds with laser-focused accuracy, transferring precise legal descriptions into new documents.

โœ๏ธ Engagement Letters โ€” Customize agreements via Adobe forms, set up e-signature fields, and issue through MyCase.

๐Ÿ—‚๏ธ Case Workflow Management โ€” Be the engine behind every file: track deadlines, manage the attorney's calendar, and keep cases moving from open to close.

โ˜Ž๏ธ Client Communication โ€” Serve as a calm, empathetic voice for clients via the firm's cloud phone system (VXT).

โš–๏ธ Legal Drafting (WealthCounsel) โ€” Take the lead on drafting trust documents using plan design sheets from Lawmatics, applying them across 3โ€“4 core trust archetypes.

๐ŸŽจ Bonus: Marketing Support (~1 hr/week) โ€” Flex your creative side in Canva, Facebook/Meta, and MailChimp.

โœ… What You Bring

  • Hands-on experience as a Legal Assistant or Paralegal, ideally in Estate Planning or Probate Law
  • Comfort with (or fast adaptability to) MyCase, Lawmatics, WealthCounsel, and VXT
  • Fluent, polished English โ€” written and spoken โ€” with a client-first, empathetic tone
  • Rock-solid organization and responsiveness (Slack/VXT replies within 30 minutes during business hours)
  • A sharp sense of discretion around sensitive financial data

๐ŸŒŸ Nice to Haves

  • Familiarity with Canva, MailChimp, and Meta Business Suite
  • Experience remote-supporting a US-based law firm

๐Ÿ–ฅ๏ธ Home Office Must-Haves

  • Reliable high-speed internet + backup power/internet
  • Quiet, professional, background-noise-free workspace
  • A modern computer that can juggle multiple platforms at once

๐Ÿ’ก Why You'll Love It: You won't just be filing paperwork โ€” you'll be the trusted backbone helping families protect what matters most, on a team that values proactive care over red tape.

๐Ÿ“ฉ Apply now and bring your legal expertise to a firm that's redefining what estate planning can look like!

Originally posted on Himalayas

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If repetitive applications get heavy, Managed Job Search adds supervised execution for $99/month.
View Managed Job Search