Associate Editor, Trust & Estates (Virtual, Full-time)

Remote - DRAPER, UT

WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our combined offerings of drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community that is over 4,000 members strong to make a difference in the lives of our customers and their clients.


The Associate Editor, Trusts & Estates, creates content for the drafting system, member website, and substantive legal education programs, following Wealth Counsel's editorial process including strict adherence to project schedules, deadlines, and budgets. The Associate Editor assists in shaping the direction and scope for the Trust and Estates subscriptions, and works under the direction of the Editor in Chief.                                                  

ESSENTIAL DUTIES AND RESPONSIBILITIES for the Associate Editor: include the following (other areas of responsibility may be assigned as needed):                                                                                                                                               

  • Creating, editing, reviewing and testing content for the Wealth Docx drafting system or other WealthCounsel document automation products, including keeping existing document sets and the related interview dialogues up to date for law, sense, and style; adding new documents and language as necessitated by changes in the law, new strategies and the expansion of the product scope.

  • Engaging with members and prospects to assist in determining enhancement priorities as well as how to best address pain points and opportunities

  • Preparing and delivering substantive legal education and legal drafting education, consulting with the Learning team in designing curriculum as a trusts and estates subject matter expert, including assisting with the preparation of course outlines and teaching courses, both live and online

  • Proactively identifying and implementing editorial enhancements to content, consistent with WealthCounsel style guides

  • Proactively identifying and implementing enhancements to contextual help and resource materials

  •  Responding to customer questions and suggestions submitted to WealthCounsel content support, posted on WC listservs and communities, or in person at events

  • Occasional travel required                                                                                         


  • Juris Doctor; LLM in taxation or estate planning preferred.

  • 3-10 years' experience practicing Estate Planning, legal editorial, or legal education (practice preferred)

  • Knowledge and familiarity with Wealth Counsel products, including drafting in Wealth Docx or Business Docx

  • Knowledge and interest in document automation software is preferred but a willingness to learn is acceptable

  • An interest in the creative potential of using technology to solve lawyers' problems and overcome pain points in their practices

  • Experience speaking and writing about estate planning is a plus                                                                                


We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and bonus/commission plans. Our extensive benefits package includes a generous paid time off program, paid federal holidays off, paid volunteer time off, medical/dental/vision benefits, employer paid life insurance and short-term disability, employer matching 401k, and future growth opportunities within the company. We also offer monthly gym membership and home internet reimbursements.

**Virtual Employment opportunities are open for hire in any state except Alaska, California and Hawaii.