Estate Planning Legal Assistant I

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

📋 Description

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

• Prepare and uphold trust accountings along with related records.

• Provide assistance with trust administration issues and ongoing case management.

• Oversee files and documentation throughout the lifecycle of the matter.

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

• Update clients regarding case status, document requests, and upcoming steps.

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

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

• Arrange case files, deadlines, and workflow tasks effectively.

• Keep precise records within Clio and other firm systems.

• Review correspondence and legal documentation for errors before submission.

• Prepare probate pleadings, conduct probate filings, and compile supporting documentation.

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

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

• Aid in managing trust administration matters from initiation through closure when applicable.

⛳️ Requirements

• 2-3 years of experience in drafting legal documents within a live legal environment.

• Experience within the Massachusetts jurisdiction is preferred.

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

• Proficient in handling client outreach and follow-up communications via phone, email, and video meetings.

• Familiarity with Clio is highly valued.

• Experience in managing a complete trust administration matter from intake through accounting and closing is strongly preferred.

• 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.

• Understanding of trust administration.

• Familiarity with trust accounting.

• Capable of legal research and document review.

• Proficient in client communication and relationship management.

• Competency in practice management software.

• Strong proofreading and editing skills.

• Exceptional attention to detail.

• Strong written communication abilities.

• Strong verbal communication skills.

• Proficiency in both English and Spanish languages.

• Availability for work from 8:30 AM to 5:30 PM EST/EDT.

🏝️ Benefits

• Opportunity for remote work.

• Certification as a Great Place to Work, indicating a positive workplace culture.