V105C US Estate Planning Legal Assistant
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What you'll do
- Assist in managing trust administration matters from intake through closing when applicable
- Ensure timely follow-up and responsiveness to clients and internal team members
- Support attorneys with administrative and legal assistance tasks as needed
- Prepare probate pleadings, probate filings, and supporting documentation
- Proofread correspondence and legal documentation before submission
- Maintain accurate records within Clio and other firm systems
- Organize case files, deadlines, and workflow tasks
- Review legal documents for completeness, accuracy, and formatting consistency
- Track and enter billable and non-billable time accurately
- Communicate with clients regarding case status, document requests, and next steps
- Conduct client outreach and follow-up communications by phone and video conferencing
- Manage files and documentation throughout the matter lifecycle
What they're looking for
- Practice Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration
- 2-3 years of experience drafting legal documents in a live legal environment
- Direct experience preparing some or all of the following: Wills,Trusts, Probate pleadings, Trust administration documents, Trust accountings, Probate filings
- Experience handling client outreach and follow-up communications via phone, email, and video meetings
- Software and Tools: Clio,Vonage, Outlook, Connect (text messaging platform), Legal Practice Management Systems (PMS), CRM systems
- Must be comfortable working directly with clients and handling communications independently
- Legal document drafting
- Estate planning support
- Probate administration
- Trust administration
- Trust accounting
- Legal research and document review
Nice to have
- Massachusetts jurisdictional experience preferred
- Experience working with Clio is highly appreciated
- Experience managing a complete trust administration matter from intake through accounting and closing highly preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!
Job Description:
Join Job Duck as an Estate Planning and Trusts Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. In this role, you will play a key part in preparing legal documents, managing client communications, and helping ensure matters progress smoothly from intake through completion. The ideal candidate is highly detail-oriented, proactive, and capable of producing accurate work without sacrificing quality. Success in this position requires strong legal drafting experience, excellent communication skills, and the ability to work independently while remaining responsive and reliable throughout the workday. This is an excellent opportunity for an experienced legal professional who can quickly contribute and make an immediate impact.
• Monthly compensation: 1150 USD to 1220 USD
Responsibilities include, but are not limited to:
- Assist in managing trust administration matters from intake through closing when applicable
- Ensure timely follow-up and responsiveness to clients and internal team members
- Support attorneys with administrative and legal assistance tasks as needed
- Prepare probate pleadings, probate filings, and supporting documentation
- Proofread correspondence and legal documentation before submission
- Maintain accurate records within Clio and other firm systems
- Organize case files, deadlines, and workflow tasks
- Review legal documents for completeness, accuracy, and formatting consistency
- Track and enter billable and non-billable time accurately
- Communicate with clients regarding case status, document requests, and next steps
- Conduct client outreach and follow-up communications by phone and video conferencing
- Manage files and documentation throughout the matter lifecycle
- Assist with trust administration matters and ongoing case management
- Prepare and maintain trust accountings and related records
- Draft estate planning documents including wills, trusts, and related legal forms
Requirements:
•Practice Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration
•2-3 years of experience drafting legal documents in a live legal environment
•Massachusetts jurisdictional experience preferred
•Direct experience preparing some or all of the following: Wills,Trusts, Probate pleadings, Trust administration documents, Trust accountings, Probate filings
•Experience handling client outreach and follow-up communications via phone, email, and video meetings
•Experience working with Clio is highly appreciated
• Experience managing a complete trust administration matter from intake through accounting and closing highly preferred
• Software and Tools: Clio,Vonage, Outlook, Connect (text messaging platform), Legal Practice Management Systems (PMS), CRM systems
•Must be comfortable working directly with clients and handling communications independently
•Legal document drafting
•Estate planning support
•Probate administration
•Trust administration
•Trust accounting
•Legal research and document review
•Client communication and relationship management
•Practice management software proficiency
•Strong proofreading and editing skills
•Exceptional attention to detail
•Strong written communication
•Strong verbal communication
Work Shift:
8:30 AM - 5:30 PM [EST][EDT] (United States of America)Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
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