Remote Estate Planning Attorney

Remote Estate Planning Attorney (California-Licensed)

Full-Time Contractor | 100% Remote | $50–$90/hour

About Bay Legal, PC

Bay Legal, PC is a modern, tech-forward California law firm built for scale. We focus on estate planning, probate, and real estate law — and we deliver legal services with clarity, empathy, and speed. We’ve built a remote-first, globally integrated platform powered by intelligent systems, offshore scale, and experienced attorneys. With team members across California, Latin America, and the Philippines, we operate 24/7 with excellence, transparency, and reliability.

Our 2030 vision is bold: to become the benchmark for modern consumer legal services — fast, affordable, and systematized. We’re scaling a platform that blends attorney oversight, tech automation, and cross-border operations to deliver world-class legal results without traditional bottlenecks. We’re not just building a law firm — we’re building the future of legal service delivery.

About the Role

We’re hiring a California-licensed Estate Planning Attorney to join our estate planning division as a full-time independent contractor.

You’ll handle a steady stream of warm, pre-screened clients, supported by an intake team, legal assistants, and proven systems that allow you to focus on consultation, client conversion, and high-quality legal work. This position blends legal expertise with consultative skill — ideal for an attorney who takes pride in guiding clients confidently through estate planning decisions and seeing them successfully move forward.

We prioritize outcomes over face time and use real-time KPI tracking to support performance, accountability, and growth. If you thrive in a fast-moving, high-performance culture built around ownership, systems, and results — this is the role for you.

Key Responsibilities

• Conduct estate planning consultations via Zoom or phone with warm, qualified leads
• Build trust and guide clients to move forward confidently with their estate plans
• Draft and review estate planning documents including revocable living trusts, wills, powers of attorney, and healthcare directives
• Use Interactive Legal to generate accurate, comprehensive documents efficiently
• Collaborate with legal assistants and support staff to move matters forward quickly and accurately
• Maintain clear, proactive communication throughout each client relationship
• Meet and maintain key KPIs including close rates, turnaround time, document accuracy, and responsiveness
• Contribute to continuous improvement through process feedback and collaboration

Who You Are

• Active license to practice law in California (required)
• 3+ years of estate planning experience, including trust-based planning and client consultations
• Strong communicator who can simplify complex concepts and guide clients toward confident decisions
• Skilled at consultative conversations and client relationship building
• Proficient in Interactive Legal (required)
• Comfortable working remotely in our Zoom Virtual Workspace and using tools like Slack, Asana, WhatsApp, and Google Workspace
• Organized, self-directed, and results-oriented
• Bonus: Experience in probate, real estate, or small business law is a plus

Our Core Values

• Radical Clarity – We communicate expectations, timelines, and deliverables with honesty — even when it’s uncomfortable.
• Own the Outcome – We don’t pass the buck. Every team member owns the file, the client experience, and the result.
• Speed with Precision – We move fast, but not sloppy.
• Systems First – We document, measure, and automate to scale repeatable excellence.
• Earned Flexibility – You can design your ideal day — but results come first.
• Coachable and Direct – We give and receive feedback without ego. One conversation is a gift. Two is a pattern. Three usually means a replacement.

Why These Values Matter

They aren’t just words. These values power our culture, support our team, and shape how we deliver for clients. They reflect:

• Our commitment to a high-performance, A-player team
• Our belief in global collaboration and seamless cross-border operations
• Our focus on results — not busyness
• Our vision to scale with structure, not chaos

Compensation & Performance

• Full-Time Contractor Role: $50–$90/hour, based on experience, quality, and client conversion performance
• Bonus potential based on consultation success, conversion rates, turnaround time, and effective use of our systems
• No billable hour requirements — success is tracked via KPI performance
• Long-term opportunities for leadership, growth, and firm-wide impact
• This is a 1099 contractor position (no employee benefits)

Work Culture

• 100% remote from anywhere in the U.S.
• Flexible scheduling within a results-driven framework
• Global team with 24/7 operational capability
• Streamlined onboarding, training, and peer mentorship
• Clear expectations, regular feedback, and performance transparency

To Apply

If you’re an estate planning attorney who values clarity, speed, ownership, and the satisfaction of guiding clients toward the right plan for their family — we want to hear from you.

At Bay Legal, we’re not just hiring for a role. We’re building a platform that blends legal expertise, smart systems, and global teamwork to transform how everyday clients experience the law. Our vision is ambitious, our systems are strong, and our culture rewards those who take ownership and deliver results.

Please submit:

• Your resume
• A short message explaining your estate planning and consultation experience
• Why you align with our values and vision

We look forward to building something exceptional with you.

Job Types: Full-time, Contract

Pay: $50.00 - $90.00 per hour

Expected hours: 40 – 50 per week

Benefits:

• Flexible schedule

Work Location: Remote