Paralegal tweaking master Estate Planning Doc sets to each state

Posted 2 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We have an attorney-reviewed California estate planning document set and are expanding into additional U.S. states. Your role is to adapt our existing document package for each assigned state by identifying statutory differences and modifying the documents accordingly. This is not a draft-from-scratch project. Responsibilities Adapt our California master document set for assigned states. Research state-specific trust and estate planning requirements. Update the revocable living trust, pour-over will, durable power of attorney, advance healthcare directive, HIPAA authorization, and any supporting documents as required by state law. Source any state-specific statutory forms where applicable. Leave documents unchanged when no modifications are required. Document all material changes with supporting statutory citations. Flag issues requiring attorney judgment or clarification. Prepare a clean document package ready for attorney review. Deliverables (per state) Complete adapted estate planning document set. State-specific statutory healthcare forms or other required forms, where applicable. Clean versions of each document. A change log summarizing all modifications made. Statutory citations supporting each material change. A list of any unresolved legal questions for attorney review. Requirements Estate planning paralegal experience strongly preferred. Experience preparing trusts, wills, powers of attorney, and healthcare directives. Strong legal research skills. Comfortable using AI tools to improve efficiency. Excellent written English and attention to detail.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $18.00

    -

    $30.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Draft Documentation
Legal Research
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:yesterday
  • Interviewing:
    4
  • Invites sent:
    2
  • Unanswered invites:
    2
About the client
Member since Aug 3, 2022
  • United States
    Chico3:33 PM
  • $5.2K total spent
    20 hires, 10 active

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