Probate Legal Assistant

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

📋 Description

• Utilize Clio and related tools to facilitate matter management, documentation, and time entry processes.

• Ensure accurate information is maintained within the firm's systems and legal technology platforms.

• Upload necessary information, documents, and service materials.

• Tailor contracts and assist with legal drafting tasks.

• Accurately and efficiently produce legal documents.

• Provide assistance with business transactional matters.

• Review work for accuracy, completeness, and meticulous attention to detail.

• Coordinate with attorneys and staff while independently managing assigned duties.

• Support current staff members with designated legal and administrative tasks.

• Conduct client intake and gather relevant case or matter information.

• Collect and organize client information for legal matters and transactions.

• Assist with estate planning matters and related document preparation.

• Carry out administrative and paralegal tasks as needed by the legal team.

• Support attorneys with estate planning, probate, and business transactions.

• Safeguard confidential client, firm, and legal information.

• Adhere to established firm procedures for legal documents.

• Communicate with clients in a friendly, professional, and courteous manner.

⛳️ Requirements

• Proven professional experience in estate planning, probate, and business transactions is essential.

• Experience in supporting attorneys with legal and administrative tasks is necessary.

• Proficiency in gathering client information and producing legal documents is required.

• Expertise in legal drafting and contract customization is needed.

• Previous experience with estate planning matters is strongly preferred.

• Familiarity with Clio is preferred.

• The role will support a firm located in Idaho operating within the Mountain Standard Time zone.

• Specific working hours must be confirmed.

• Spanish language skills are not required.

• Required and preferred software exposure includes Clio, Ajax, and RoboForm.

• The position may involve approximately 6 to 15 calls per day.

• Proficiency in the English language is required.

🏝️ Benefits

• Opportunity for remote work.

• Recognition as a Great Place to Work Certified organization.

• Guidance from recruiters throughout the application process.