Estate Planning and Trust Administration Legal Assistant

This is a fully remote position, open to applicants in Brazil, +3 more countries.

📋 Description

• Become a part of Job Duck as a Legal Assistant, contributing to a thriving estate planning, probate, wills, and trusts practice.

• Take an essential role in the preparation of legal documents.

• Oversee client communications effectively.

• Assist in ensuring that cases progress seamlessly from intake to completion.

• Draft estate planning documents such as wills, trusts, and other related legal forms.

• Prepare and maintain trust accountings along with associated records.

• Guarantee timely follow-up and responsiveness to both clients and internal team members.

• Provide administrative and legal support to attorneys as required.

• Review correspondence and legal documents for accuracy and completeness prior to submission.

• Keep precise records within Clio and other firm systems.

• Organize case files, deadlines, and various workflow tasks.

• Examine legal documents for completeness, accuracy, and formatting consistency.

• Accurately track and record both billable and non-billable time.

• Communicate with clients about case updates, document requests, and subsequent steps.

• Conduct outreach to clients and follow up with communications through phone and video conferencing.

⛳️ Requirements

• Practice Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration.

• 2-3 years of experience in drafting legal documents within an active legal environment.

• Preferred experience in Massachusetts jurisdiction.

• Direct experience in preparing some or all of the following: Wills, Trusts, Probate pleadings, Trust administration documents, Trust accountings, and Probate filings.

• Experience in managing client outreach and follow-up communications through phone, email, and video meetings.

• Familiarity with Clio is highly valued.

• Preferred experience in managing a complete trust administration matter from intake to accounting and closing.

• Software and Tools: Clio, Vonage, Outlook, Connect (a text messaging platform), Legal Practice Management Systems (PMS), CRM systems.

• Must be comfortable dealing directly with clients and managing communications independently.

• Skills in legal document drafting.

• Proficiency in estate planning support.

• Knowledge of probate administration.

• Expertise in trust administration.

• Understanding of trust accounting.

• Competence in legal research and document review.

• Strong client communication and relationship management abilities.

• Proficiency in practice management software.

• Excellent proofreading and editing skills.

• Exceptional attention to detail.

• Strong written communication skills.

• Strong verbal communication skills.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Opportunities for professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.