Estate Planning Document Assistant

Client Overview:

A growing estate planning law firm in Atlanta specializing in helping families secure their legacies through comprehensive trust documentation. The firm values output over hours, operates with streamlined processes, and is expanding its remote team to meet increasing client demand.

Role Overview:

You’ll play a crucial role in transforming client dreams into legally sound trust documents that protect families for generations. This isn’t about billable hours—it’s about meaningful output that directly impacts client outcomes. You’ll work with established systems and processes, managing your own schedule while delivering consistent, high-quality legal documentation that makes a real difference in people’s lives.

Schedule:

• Mondays to Fridays, between 9:00 am and 5:00 pm (US Eastern Time). The hours are flexible as long as 20 hours a week are met.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Responsibilities:

• Draft comprehensive trust documents using client intake forms and data
• Transform client information into precise legal language and documentation
• Contact clients to notify them of document completion and status updates
• Follow up with clients regarding document progress and requirements
• Work within established firm systems for efficient document creation
• Manage output-based deliverables with 5 documents per week target
• Maintain quality standards while meeting flexible deadlines
• Collaborate directly with attorneys on complex documentation needs

Requirements:

• Paralegal training and certification are a plus
• Proven experience drafting legal documents, particularly trusts and estate planning
• Background working with law firms or the legal industry
• Ability to work independently and manage deadline-driven projects
• Strong attention to detail and legal writing skills
• Bonus if you have experience with Georgia law and estate planning
• It helps if you’re familiar with legal document management systems
• Bonus if you have client communication experience in legal settings

Why Join This Team?

• An output-focused environment that values results over hours worked
• Flexible scheduling—work when you’re most productive
• Direct impact on families securing their financial futures
• Growing firm with expansion opportunities and career growth potential
• Competitive compensation with a willingness to pay a premium for experience
• Streamlined processes and established systems for efficiency

Side Note:

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder:

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions that fulfill all requirements will receive priority review.

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