Join Woven Legal LLC as a Part Time Estate Planning Paralegal and take your career to the next level while enjoying the flexibility of a fully remote position. This role offers the unique opportunity to work in estate planning within a supportive and customer-centric environment, where your contributions have a direct impact on clients' lives. As a Part Time Estate Planning Paralegal at Woven Legal LLC, your role will encompass various responsibilities to ensure smooth client interactions and impeccable document management: Conduct initial client intake reviews to identify key issues Prepare and accurately draft client information packets (CIMI) Manage document versions from drafting through completion Facilitate Draft Review meetings and prepare for client signing sessions Handle funding coordination, including post-signing confirmations and asset checklists Offer funding support to clients and address basic trust funding inquiries With a strong understanding of trust funding and estate plan structures, you'll adeptly navigate each case with minimal attorney oversight. Proficiency in WealthCounsel and MyCase is preferred, but a quick learning ability will also be valued.