If you are a law school graduate with estate planning experience, you may be an excellent addition to the Legacy Drafting team.
Legacy Drafting handles estate plan drafting for the attorneys in our drafting program. As an Estate Plan Draft Reviewer, you are the team’s final quality check: you review, edit, and finalize first drafts so each one matches the attorney’s firm preferences and their clients’ requests. We are looking for a highly analytical candidate with strong reasoning and time management skills. If this sounds like you, please apply!
Review first drafts of estate plans for accuracy and appropriate legal language, based on the information attorneys and clients provide, within one to two business days
Draft custom legal language, for the supervising attorney's review, when client wishes do not fit neatly within drafting software interviews
Catch and correct both small and large errors in first drafts
Review trust diagrams to confirm they match each client's trust selections
Clearly summarize substantial changes to each draft so the team can refine our drafting process and prevent repeat errors
Use our operational systems to keep the team informed of your progress and stay current on our standard operating procedures as they evolve
Flag inefficiencies or areas for improvement in our processes so we can keep improving our service
Be flexible, attentive, communicative, and courteous with our team, attorneys, and their staff
Law degree from an accredited U.S. institution
Must have worked in the estate planning field for at least two years
Must be able to work effectively in a fast-paced environment and meet deadlines with quick turnaround times
Proficiency with MS Office products is expected
Drafting experience in WealthDocx, ElderDocx, Interactive Legal, and/or Trustate is highly preferred
An attorney's license is recommended but not required
A 4-year degree with a legal background and a J.D. degree are necessary for this position
Must have worked on estate planning and probate law issues for at least 1-2 years
Wide range of knowledge regarding estate planning-related topics
Strong communication skills, particularly in fast-paced situations
Active member of the ABA recommended, but not required