Summary: Seeking an experienced California Legal Document Assistant for estate planning and deed preparation to join a system with consistent file flow and clear processes. Highlights: 1. Consistent file flow and clear process 2. Opportunity to be part of a growing team 3. No need to find your own clients We are looking to connect with a reliable, experienced California Legal Document Assistant who has strong experience with estate planning and deed preparation. If you are tired of chasing clients and want to plug into a system with consistent file flow and a clear process, this may be a great fit. What This Is We have built a back office system that handles intake, client communication, and file flow. We are currently expanding and taking the next couple of weeks to connect with the right people as we build out our team. The goal is to create a small, solid group of LDAs who can grow with us as volume increases. What You’ll Be Doing • Preparing estate planning document packages • Drafting deeds (quitclaim, interspousal transfer, transfer to trust, corrective deeds) • Reviewing client questionnaires for accuracy • Working within a clean, structured workflow What We’re Looking For • Registered and bonded California LDA • Strong experience with deeds and recording requirements • Estate planning experience is a plus • Detail oriented and dependable • Able to turn files around in a timely manner Compensation • Estate Plans: $100 per file • Deeds: $50 to $75 per file depending on complexity Consistent volume is the goal as we continue to build. Why This Opportunity • No need to find your own clients • No marketing or sales required • Clean system and steady workflow • Opportunity to be part of something being built from the ground up We are not just looking for help on a few files. We are looking for the right people who want to be part of something much bigger as we scale across the state. Next Steps If this sounds like a fit, please reply with the following: Confirm you are a registered and bonded California LDA Briefly describe your experience with deeds (types of deeds you have prepared) In your own words, what is one issue that can cause a deed to be rejected by the county? Your availability each week Best contact number Please include the word DeedPro in your subject line so we know you read this.
Craigslist · HR
Craigslist · HR
