Paralegal tweaking master Estate Planning Doc sets to each state
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$18.00
-
$30.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:yesterday
- Interviewing:4
- Invites sent:2
- Unanswered invites:2
About the client
- United StatesChico3:33 PM
- $5.2K total spent20 hires, 10 active
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by