F I N A L L Y

A DRAFTER WHO'S TRAINED IN ESTATE PLANNING

Trained by Amanda Wright, a long time Personal Family Lawyer™ attorney, who built this program after seeing firm after firm burnout trying to train.

See Who We've Trained

You've Hired Help Before. Here's Why It Didn't Work.

That drafter you hired? You're still doing their job.

Most agencies send you a résumé. You're left explaining the nuances of estate planning documents and your firm's unique way of practicing law.

We fixed that.

We built a new training model. Created by and for estate planning attorneys.

See the Training Process

How We Build Drafters for Estate Planning Firms

Trained on Day 1. Coached for the First 90. Supported Forever.

training process

"We built this because we saw too many talented estate planning attorneys stuck without reliable talent."

- Amanda Wright, estate planning attorney & founder of Drafting Gurus

Transform Paralegals into Estate Planning Drafting Gurus

160 hours of live training

Law firms don’t just need more staff — they need skilled drafters who understand the nuances of estate planning documents and your firm’s unique way of practicing law.

That’s why we combine Recruitment and Training. Our program doesn’t just teach the “clicks and keystrokes” of document assembly — it develops drafters who can think like estate planning professionals, anticipate attorney needs, and ensure error-free documents that reflect your firm’s values.

Our Training Covers

✔️ Drafting core estate planning documents (Trusts, Wills, Powers of Attorney, Ancillary Documents)
✔️ Setting up WealthCounsel firm preferences and scenarios for accuracy
✔️ Drafting supplemental documents unique to estate planning firms
✔️ Proofing and error-spotting strategies
✔️ Working with attorneys to confirm design sheet/CIMI accuracy
✔️ Creating polished documents ready for attorney review

The Result

At the end of training, your firm has:

A fully trained estate planning drafter who can confidently produce complete plans.
Optimized WealthCounsel setups that save time and reduce drafting errors.
A team member who understands both the technical and the relational side of drafting for estate planning clients.

Who This Is For

Small and mid-sized estate planning firms who want to onboard new drafters quickly without sacrificing quality and time invested in training .
Attorneys who struggle with inconsistent drafts or time wasted fixing boilerplate errors.
Firms scaling up who need more drafting capacity but also want drafters aligned with their systems and values.

Ready to Build Your Drafting Team?

Whether you’re hiring your first drafter or adding to an established team, our program ensures you get more than just a “typist.” You get a Drafting Guru: trained, prepared, and ready to support your clients and firm.

Schedule A Call Now

Ongoing Support

Unlike most agencies, we stay high touch after onboarding.

After 90 days, your assistant gets one of the most competitive benefits packages in the market:

PTO and healthcare
Health, dental, vision, and life insurance for dependents
Access to interest-free emergency loans
Annual and quarterly bonuses for high performance

And you get:

Daily reporting
Monthly reviews from OsL
Quarterly business reviews to evolve the role with your firm
A system that grows with you—not just a person who shows up
Full backend support (payroll, HR, compliance)

who we have train

Want to Preview Our Trained Drafter?

See bios, training summaries, and readiness scores from our most recent cohort—before they’re placed.

Is This Right For You?

This is for you if:

You're a small to mid-sized estate planning firm.
You struggle with inconsistent drafts
You waste time fixing boilerplate errors
You need more drafting capacity but want drafters aligned with your systems and values