Probate and Estate Planning Assistant

This is a fully remote position, open to applicants in Brazil, +1 more country.

📋 Description

• Identify process enhancements that boost efficiency and support team productivity.

• Maintain precise case records and client information within legal software systems.

• Facilitate communication between attorneys and clients throughout legal proceedings.

• Engage with clients to gather missing information and necessary documentation.

• Monitor document completion and ensure all required paperwork is collected.

• Open and manage trust administration files and related documentation.

• Oversee the DocuSign process for legal documents that require signatures.

• Provide general administrative support to the trust and probate division.

• Assist with probate and estate planning administrative tasks as needed.

• Track ongoing tasks and ensure deadlines are adhered to.

• Organize, manage, and update legal files and documentation.

• Support trust administration matters and associated legal processes.

⛳️ Requirements

• 1-2 years of experience as a legal assistant.

• Experience in Estate Planning and Probate Law is highly preferred.

• Strong document management abilities.

• Experience in coordinating with attorneys and clients.

• Proficiency in legal case management software.

• Excellent written and verbal communication skills in English.

• Strong attention to detail.

• Highly organized and driven by processes.

• Self-motivated and reliable.

• Proactive in problem-solving.

• Tech-savvy with a quick learning ability for new systems.

• Ability to effectively manage multiple priorities.

• Task-oriented with strong follow-through capabilities.

• Remote position, operating in Eastern Standard Time (EST).

• Monday to Friday schedule.

• Experience with Clio is highly preferred.

• Proficiency with RingCentral.

• Familiarity with DocuSign.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.