The Perfect Marriage:
A Midwest Law Firm's Remote
Estate Planning Drafter
5 Years
U.S. estate planning
drafting experience
C2 English
Native-level fluency on
every client document
3 Months
To a placement the firm
calls a “perfect marriage”
Employees
1 -10 employees
Location
Midwest, USA
Industry
Legal Services
The Challenge
Has it been 3 months already? Everything is going really well
Growth Officer
Midwest Estate Planning Law Firm
As the firm’s estate planning practice grew, client consultations were outpacing the team’s drafting capacity. Every consult produces a set of documents that must be drafted precisely, reviewed, and ready for signing, and that work was falling back on the attorneys who had just met with the client.
The firm needed a full-time paralegal drafter who already knew U.S. estate planning documents, someone who could take an attorney’s consult notes and turn them into accurate wills, trusts, and powers of attorney without extensive training. That profile is hard to find and expensive to hire locally, especially for a small firm competing with larger practices for experienced drafting talent.
Without that support, attorneys were spending hours on drafting instead of meeting new clients, and families were waiting longer for documents they needed.
The Approach
The firm found Wow Remote Teams through an AI assistant search and shared its need for a full-time Paralegal Drafter for estate planning. Wow presented a short list of screened candidates with U.S. legal experience, and the firm interviewed them directly. Within about 2 to 3 weeks, it had its hire.
At the center of this story is a paralegal drafter from Argentina, a lawyer by training with 5 years of experience working for U.S. law firms in estate planning. She has drafted wills, powers of attorney, trusts, and revocable living trust documents, and she already knew the estate planning drafting and practice management software common in U.S. firms. She works in C2-level English, native-level fluency for client-facing legal documents.
Her workflow fits neatly into the practice. After an attorney completes a client consultation, she takes over the drafting, preparing the full set of documents for review. She communicates with the team through its chat channels, shared documents, and messaging, and joins the firm’s morning team meetings.
With Argentina two to three hours ahead of Central Time, her workday overlaps with the firm’s for most of the day, so drafts are ready when attorneys need them.
She is dedicated, a team player, and professional. We want to keep her with us for the long term.
Growth Officer
Midwest Estate Planning Law Firm
The Outcome
It’s a perfect marriage…
Attorney
Midwest Estate Planning Law Firm
Three months in, the firm described the placement as a “perfect marriage.”
Drafting now has a dedicated owner. Attorneys move from consultation to review instead of drafting themselves, freeing their time for clients and new consults.
She has also become part of the team culture. She now hosts the weekly trivia at the firm’s morning meetings, recently teaching colleagues about holidays celebrated around the world. At her three-month mark, the firm even asked Wow to help choose a gift to celebrate her.
The firm’s leadership has been clear that they want to keep her long-term. They have already asked about the terms for bringing her on directly and are planning her one-year review, including an annual increase.
Hire the Perfect Specialist
Hire the Perfect Specialist