Legal Paid Consultant - Estate · Bengaluru

Legal Paid Consultant - Estate Planning, Probate & Fiduciary Administration is a delivery-focused opportunity based in Bengaluru, India.

No preparation required - just your real-world experience.This is a one-time, paid, project-based interview engaged on a contract basis - not a full-time role.Location: U.S.-based experts onlyEngagement: One-time, project-based interviewWork Type: RemoteEstimated rate: $175/hr (prorated for the 45-minute task)What You'll Do You'll complete a ~45-minute recorded AI-led video interview where you explain how you actually do your work in practice.This interview will focus on:How you assess client needs, design an estate plan, and draft and execute documentsHow you manage probate filings, estate administration, notices, inventories, and distributionsHow you advise trustees, executors, guardians, and other fiduciaries on their dutiesHow you verify asset ownership and document approvals through final matter closureYou will be asked to explain workflows specifically within: client intake, estate-plan design, drafting, execution, probate administration, fiduciary guidance, asset verification, and matter closure.You should only apply if you can confidently walk through these areas step-by-step based on your own experience and respond to AI-led interview questions with depth, clarity, and real-world examples.What We're Looking For6+ years in estate planning, probate, trust administration, and fiduciary counselingDirect, hands-on experience in client intake, estate-plan design, drafting, execution, probate administration, fiduciary guidance, asset verification, and matter closureExperience making or influencing decisions related to planning structure, document provisions, tax and beneficiary considerations, probate strategy, fiduciary authority, asset ownership, and escalation of disputesFamiliarity with tools such as: document-automation and drafting systems, legal research, matter management, probate court e-filing, asset and title records, tax software, calendaring, and secure client portalsStrong ability to clearly explain workflows, decisions, and reasoningExper

Key Responsibilities

• No preparation required - just your real-world experience.This is a one-time, paid, project-based interview engaged on a contract basis - not a full-time role.Location: U.S.-based experts onlyEngagement: One-time, project-based interviewWork Type: RemoteEstimated rate: $175/hr (prorated for the 45-minute task)What You'll Do You'll complete a ~45-minute recorded AI-led video interview where you explain how you actually do your work in practice.This interview will focus on:How you assess client needs, design an estate plan, and draft and execute documentsHow you manage probate filings, estate administration, notices, inventories, and distributionsHow you advise trustees, executors, guardians, and other fiduciaries on their dutiesHow you verify asset ownership and document approvals through final matter closureYou will be asked to explain workflows specifically within: client intake, estate-plan design, drafting, execution, probate administration, fiduciary guidance, asset verification, and matter closure.You should only apply if you can confidently walk through these areas step-by-step based on your own experience and respond to AI-led interview questions with depth, clarity, and real-world examples.What We're Looking For6+ years in estate planning, probate, trust administration, and fiduciary counselingDirect, hands-on experience in client intake, estate-plan design, drafting, execution, probate administration, fiduciary guidance, asset verification, and matter closureExperience making or influencing decisions related to planning structure, document provisions, tax and beneficiary considerations, probate strategy, fiduciary authority, asset ownership, and escalation of disputesFamiliarity with tools such as: document-automation and drafting systems, legal research, matter management, probate court e-filing, asset and title records, tax software, calendaring, and secure client portalsStrong ability to clearly explain workflows, decisions, and reasoningExper
• Own core deliverables associated with the Legal Paid Consultant - Estate Planning, Probate & Fiduciary Administration role and execute them with strong accountability.
• Collaborate with cross-functional stakeholders to move work from planning through completion.
• Translate goals into clear actions, priorities, and day-to-day execution plans.
• Track progress closely and surface blockers before they affect outcomes.
• Apply sound judgment to maintain quality, consistency, and timely delivery.
• Create and maintain documentation, updates, or reporting that keeps stakeholders aligned.
• Identify process gaps and recommend practical improvements based on observed friction.
• Balance multiple priorities while keeping commitments visible and manageable.
• Support problem-solving across routine work and higher-priority escalations as needed.
• Bring structure, follow-through, and clarity to ambiguous or evolving workstreams.
• Collaborate respectfully across teams and use feedback to improve execution quality.

Preferred Qualifications

• Bachelor's degree or equivalent practical experience in a relevant field.
• Strong communication and stakeholder-management skills.
• Ability to organize work clearly, prioritize effectively, and deliver with consistency.
• Strong problem-solving ability with attention to detail and quality.
• Comfort collaborating across teams while maintaining personal accountability.
• A proactive mindset focused on ownership, execution, and continuous improvement.

Applications should be submitted through the listed apply link.