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Legal Document Drafting (Estate Planning) Virtual Assistant (Remote)

Role overview

Qualifications

  • Eagle eye for detail
  • Ability to handle sensitive information with discretion
  • Proactive problem-solver
  • Tech-savvy with legal software and tools

Responsibilities

  • Accurately draft essential estate planning documents
  • Manage client intakes and organize information
  • Proofread and format complex legal files
  • Provide reliable support to attorneys

Key facts

Other skills

  • Detail Oriented
  • Creative Problem Solving
  • Professionalism
  • Organizational Skills

About the company

Outsource Access logo

Outsource Access

We exist to close cultural gaps caused by offshore outsourcing models of the past and to open up opportunities for solopreneurs and small businesses worldwide. By combining the skills of our US team with a network of experts and leads in the Philippines, we help businesses scale at speed without coming up against growth limitations. To make this possible, we’ve created a dedicated solution for entrepreneurs that address common issues in three keys areas:- Risk Management- Lack of Knowledge- Overcoming Setbacks By taking a comprehensive approach to addressing all of these areas for entrepreneurs and growing businesses around the world, we’ve delivered results for our clients that speak for themselves:

Company details

Company typeSME
Company size501 - 1000

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Job description

This is a remote position.

What We Do

At Outsource Access, we help busy estate planning attorneys and law firms protect their clients' legacies. We don't just draft documents—we make sure every family's future is secured with precision, care, and flawless legal support.

How You’ll Make a Difference

  • Protecting Legacies: You will accurately draft essential estate planning documents—like wills, trusts, and powers of attorney—ensuring a family's wishes are translated into legally sound templates ready for attorney review.

  • Creating Seamless Workflows: You’ll manage client intakes and coordinate sensitive information, transforming chaotic data into highly organized, actionable files that keep the firm running smoothly.

  • Catching the Crucial Details: By meticulously proofreading and formatting complex legal files, you prevent costly errors, eliminate bottlenecks, and protect the firm's high-quality reputation.

  • Giving Time Back: Your proactive, reliable support allows attorneys to step away from the tedious paperwork and focus entirely on what they do best: counseling clients and growing their practice.


Requirements

Is This You?

  • The Meticulous Mind: You have an eagle eye for detail and understand that in legal drafting, a single misplaced comma or typo can change an entire outcome. You take pride in flawless execution.

  • The Confidential Guardian: You treat highly sensitive financial, medical, and personal family information with the absolute highest level of discretion and professionalism.

  • The Proactive Problem-Solver: You possess the grit to push through complex legal terminology. You don't wait to be micromanaged; you anticipate the attorney's needs and ask the right questions to keep documents moving.

  • Tech-Savvy: You navigate legal practice management software, document automation tools, and standard office suites with total ease, and you're never afraid to master a new platform.

  • Your Home Office: You have a dedicated, quiet, and professional workspace equipped with reliable, high-speed internet and backup power to ensure you can deliver uninterrupted support.


Benefits

Why You’ll Love Being Part of the OAmazing Team

You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:

  • Your Wellness & Security Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.

  • Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.

  • Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.

  • Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.

Your Financial Rewards 

  • Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.

  • Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.

  • 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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