Probate and Estate Planning Legal Assistant

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

📋 Description

• Support attorneys with matters related to probate and estate planning while progressing assigned cases to the next stages.

• Offer general administrative and legal assistance to the production team.

• Manage incoming calls by answering, screening, and redirecting as necessary.

• Take responsibility for assigned tasks and advance files accordingly.

• Communicate updates on case status, deadlines, missing information, and potential challenges.

• Monitor probate and estate planning timelines, following up on pending tasks, documents, and client requirements.

• Assist in onboarding clients and keep organized records of clients and cases.

• Adhere to firm protocols while ensuring accuracy, confidentiality, professional communication, and timely completion of tasks.

• Identify potential problems or delays at an early stage.

• Draft and proofread legal documents and correspondence.

• Organize and maintain electronic files for clients, case records, and supporting documents.

• Track and log billable hours.

• Oversee attorney schedules and manage appointments, deadlines, and commitments related to cases.

• Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and associated materials.

• Communicate with clients regarding the status of their matters, document requests, onboarding processes, and subsequent steps.

• Prepare and coordinate legal filings, ensuring all required documents are complete and submitted on time.

⛳️ Requirements

• This is a full-time, remote position.

• Work hours are Monday through Friday, from 8:00 a.m. to 5:00 p.m. CST.

• Fluency in English is required.

• Significant prior experience as a Legal Assistant is necessary.

• Experience in probate is required.

• Estate planning experience is highly preferred.

• Proven experience in preparing legal documents, pleadings, filings, and related correspondence is required.

• Experience in accurately tracking and recording billable hours is necessary.

• Strong written and verbal communication skills with clients are essential.

• Proficiency in typing and document preparation skills is required.

• Ability to independently advance probate and estate planning cases is necessary.

• Must be proactive, willing to ask questions, and identify issues before they escalate.

• Comfortable receiving direct and constructive professional feedback.

• Must be capable of handling confidential client and case information appropriately.

• Experience with Smokeball CRM is preferred, but not mandatory.

• Anticipate making approximately 2 to 3 phone calls per day.

• Proficiency in Smokeball CRM and VXT is desired.

🏝️ Benefits

• Fully remote work environment.

• Recognized as a Great Place to Work Certified organization.

• Ongoing recruiter support throughout the application process.