Job Summary

Estate Planning Document Drafter

About us: Here at Relational Estate & Elder Law, we are passionate about bringing confidence and peace of mind about the future to residents in Winchester, Northern Virginia, and the Shenandoah Valley. Our team of legal professionals specializes in estate planning, elder planning, and estate administration, and we love to come alongside our clients as they seek to protect themselves, their families, and their assets. With the right legal documents, we help them create plans for the future that accomplish their goals and allow them to rest easy.

To apply, please email your resume to LaurenPaige@relational.law.

Description: We are looking for an Estate Planning Document Drafter to join our growing team. The Estate Planning Document Drafter ensures that estate planning documents are drafted to meet clients’ needs and that matters are processed correctly and promptly. Our clients are worried about their families and futures, and this position will help further our mission of providing them with hope and peace of mind through Relational Estate Planning®. This position is primarily for our Winchester location, although occasional days in our Ashburn office may be required. This is an entry-level position, meaning no prior legal experience is necessary, and there is opportunity for advancement and growth as our firm grows.

Our Culture: We are a collaborative team that puts others first. We treat each other the way we want to be treated and look for ways to encourage and assist one another each day. Learn more about our culture.

What We Are Looking For: A detailed-oriented, organized, and meticulous person who enjoys learning and will strive to meet our high standard for quality legal work.

Our Hiring Process: At Relational Estate and Elder Law, we want to make sure that you are a good fit for us and that we are a good fit for you. As a result, we have an extensive interview process that involves a series of phone and in-person interviews. If you are selected for our first step, we will email you our firm values.

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What We Offer:

  • Competitive salaries
  • Matching retirement contributions
  • Opportunities for growth and advancement
  • Paid time off and holiday pay
  • Medical benefits (health, dental, vision)
  • Life insurance
  • Long- and short-term disability insurance
  • A collaborative, fun, inviting culture

Salary: $17 – $21 an hour

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Job Responsibilities

  • Draft and Revise Estate Planning Documents
  • Follow-up with clients to keep the document process moving
  • Attend and document Estate Planning document review client meetings/calls and move client matter to next step when assigned
  • Prepare estate documents for client execution for both Winchester and Ashburn locations when assigned
  • Participate as a witness in weekly Winchester signings (Backup witness for Ashburn signings when assigned)
  • Answer phone during assigned time periods and when needed as a backup and accurately implement intake process when applicable

Skills Required

  • Active listening
  • Detail-oriented and efficient
  • Strong organization skills to manage follow-up with clients and meet deadlines
  • Ability to communicate clearly both in-person and in writing
  • Ability to determine clients’ needs
  • Strong in proofing, editing, revising, spelling and grammar
  • Enjoys writing for long periods of time