Part-Time Estate Planning Review Attorney

Position Type: Part-Time / Contract
Practice Area: Estate Planning (Trusts & Wills)
Location: Remote or Hybrid (depending on jurisdiction)

Overview

We are seeking a licensed attorney with experience in estate planning to serve in a part-time review and quality-control role. This position is designed for an attorney who enjoys technical precision, issue-spotting, and refining legal documents—without the demands of client acquisition or full caseload management.

The role focuses on reviewing estate planning documents for legal accuracy, internal consistency, and compliance with applicable state law, while ensuring alignment with client goals and firm standards.

Responsibilities

Review and provide substantive feedback on estate planning documents, including:

Revocable and irrevocable trusts

Wills and pour-over wills

Powers of attorney (financial and healthcare)

Ancillary estate planning documents

Identify legal, structural, and drafting issues and recommend revisions

Ensure documents are internally consistent and align with intake notes and planning objectives

Flag state-specific compliance issues and best-practice considerations

Collaborate with drafting attorneys and staff through written comments and tracked changes

Assist with periodic updates to templates and standard provisions as laws or firm practices evolve

Qualifications

Active license to practice law in at least one U.S. jurisdiction (good standing required)

Minimum 3–5 years of estate planning experience preferred

Strong working knowledge of trusts, probate avoidance strategies, and fiduciary roles

High attention to detail and strong issue-spotting skills

Comfort reviewing and editing documents using tracked changes

Ability to work independently and meet agreed-upon turnaround times

Prior experience in a boutique estate planning firm or private practice is a plus

Work Structure

Flexible, part-time hours (estimated 5–15 hours per week, depending on volume)

Remote work available; secure document access provided

Work assigned on a rolling or batch basis

No client meetings required (unless mutually agreed to make amendments to clients estate planning documents)

Compensation



Contract or part-time engagement (1099)

Ideal Candidate Profile

This role is well-suited for:

An experienced estate planning attorney seeking flexible hours

A solo or semi-retired practitioner looking for supplemental work

An attorney who prefers document review, technical analysis, and drafting precision over sales or intake