Estate Planning and Trusts Legal Assistant

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Prepare estate planning documents such as wills, trusts, and associated legal forms.

• Create and manage trust accountings alongside relevant records.

• Support trust administration tasks and oversee ongoing case management.

• Organize files and documentation throughout the lifecycle of matters.

• Engage in client outreach and follow-up communications using phone and video conferencing.

• Update clients on case status, document requests, and subsequent steps.

• Accurately track and record billable and non-billable hours.

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

• Structure case files, deadlines, and workflow responsibilities.

• Keep precise records in Clio and other firm systems.

• Review correspondence and legal documents before they are submitted.

• Draft probate pleadings, probate filings, and accompanying documentation.

• Assist attorneys with various administrative and legal support tasks as needed.

• Ensure prompt follow-up and responsiveness to both clients and team members.

• Aid in the management of trust administration tasks from intake to closure when necessary.

⛳️ Requirements

• Experience in Estate Planning, Probate, Wills, Trusts, and Trust Administration practices.

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

• Direct involvement in preparing wills, trusts, probate pleadings, trust administration documents, trust accountings, and/or probate filings.

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

• Familiarity with Clio is highly advantageous.

• Preferred experience in managing a comprehensive trust administration matter from intake through accounting and closing.

• Proficient in Clio, Vonage, Outlook, Connect, legal practice management systems, and CRM systems.

• Comfortable working directly with clients and managing communications independently.

• Skills in legal document drafting.

• Knowledge in estate planning support.

• Experience in probate administration.

• Familiarity with trust administration.

• Understanding of trust accounting.

• Competence in legal research and document review.

• Ability in client communication and relationship management.

• Proficiency in practice management software.

• Strong proofreading and editing abilities.

• Exceptional attention to detail.

• Excellent written communication skills.

• Strong verbal communication skills.

• Proficiency in both English and Spanish languages.

🏝️ Benefits

• Opportunity to work remotely.

• A workplace environment certified as a Great Place to Work.