Estate Planning Virtual Assistant

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Create estate planning documents utilizing software and templates provided by the firm.

• Draft wills, trusts, powers of attorney, and advance directives.

• Accurately implement revisions from attorneys within designated timelines.

• Maintain well-organized file structures, naming conventions, and version controls.

• Provide regular updates regarding the status of assigned drafting tasks.

• Review and edit legal documents for completeness, formatting, and consistency.

• Monitor drafting progress and ensure timely transition of files for attorney review.

• Identify any missing or unclear information and address issues promptly.

• Attend weekly team meetings through video conferencing.

• Assist with minor administrative legal tasks and enhancements to workflow.

⛳️ Requirements

• 1-2 years of experience as a legal assistant or paralegal in a law firm is required.

• Strong skills in document drafting.

• Experience in estate planning law is highly preferred.

• Excellent written and verbal communication skills in both English and Spanish.

• Exceptional attention to detail.

• Strong organizational abilities and time management skills.

• A process-oriented and systems-focused approach.

• Capability to manage multiple cases with consistency and precision.

• Professional judgment, discretion, and commitment to confidentiality.

• Ability to work autonomously with minimal oversight.

• Proactive and solution-driven work style.

• Collaborative and team-oriented approach.

• High level of integrity and accountability.

• Must be remotely available in Honduras, El Salvador, Colombia, Chile, Argentina, Peru, or Mexico.

• Ability to work in Eastern Standard Time (EST).

• Availability Monday to Friday, from 8:30 AM to 5:30 PM EST/EDT.

• Expected light call volume of 0-5 calls per day.

• Familiarity with CRM systems like MyCase or Clio, or similar platforms.

• Familiarity with VOIP systems such as RingCentral, or similar technologies.

• Proficient with Zoom, Microsoft Word, Adobe Acrobat, and Google Drive.

• Comfortable using AI tools and legal drafting software.

🏝️ Benefits

• Opportunity for remote work.

• Workplace certified as a Great Place to Work.

• Weekly team meetings conducted via video conferencing.