Probate and Estate Planning Legal Assistant

Jobgether; Brasil; Remote; BRL 69,000 - 74,000; Full time

Benefits offered by this job

100% remote

Full-time

Paid time off

Bonuses

Parental leave

Professional development

Dedicated team support

Opportunity to work with clients

Specialized probate support experience

Job summary

Jobgether is seeking an experienced Probate and Estate Planning Legal Assistant to support a US-based legal team from Brazil in a fully remote setup.

The role covers document preparation, filings, client onboarding, deadline tracking, and billable time recording. Strong English and independent work ethic are essential for success in this long-term opportunity.

Qualifications

• Strong previous experience as a Legal Assistant is essential.
• Demonstrated experience supporting probate matters is required.
• Estate planning experience is strongly preferred.
• Practical experience drafting and preparing legal documents, pleadings, filings, and related correspondence.
• Proven ability to track and record billable time accurately.

Responsibilities

• Assist attorneys with probate and estate planning matters, coordinating next steps to keep cases moving forward.
• Provide general legal and administrative support to attorneys and the wider production team.
• Prepare and format probate pleadings, estate planning documents, and related materials for review or filing.
• Coordinate legal filings and ensure documentation is accurate and submitted on deadlines.
• Manage client onboarding and maintain organized electronic files and records.
• Communicate with clients regarding case progress and upcoming steps.
• Monitor deadlines and follow up on incomplete tasks and issues.
• Take ownership and complete tasks independently without reminders.
• Communicate regularly with attorneys and team about status and priorities.
• Screen and route incoming calls (about 2–3 per day).
• Manage attorney calendars, appointments, and deadlines.
• Track billable time accurately.
• Maintain confidentiality and professionalism.

Skills

Legal assistant experience

Probate experience

Estate planning

Drafting legal documents

Time tracking

Tools

Smokeball CRM

VXT

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Probate and Estate Planning Legal Assistant based in Brazil.

We are seeking an experienced Probate and Estate Planning Legal Assistant to provide essential legal and administrative support to a US-based legal team. In this fully remote role, you will help manage probate and estate planning matters from initial client onboarding through document preparation, filing, and follow-up. You will prepare and proofread legal documents, coordinate deadlines, maintain accurate case records, and ensure matters progress efficiently. You will also communicate directly with clients, support attorneys with day-to-day priorities, and proactively identify potential delays or missing information. The ideal candidate is organized, dependable, detail-oriented, and confident working independently while knowing when to ask questions or escal… This is a long-term opportunity to contribute to a responsive, professional legal service environment.

Accountabilities

• Assist attorneys with probate and estate planning matters, proactively coordinating next steps to keep assigned cases moving forward.

• Provide general legal and administrative support to attorneys and the wider production team as needed.

• Prepare, draft, proofread, and format probate pleadings, estate planning documents, legal correspondence, and related materials for attorney review or filing.

• Coordinate legal filings and ensure all required documentation is accurate, complete, and submitted within applicable deadlines.

• Manage client onboarding and maintain organized, accurate electronic client files, case records, and supporting documentation.

• Communicate professionally with clients regarding case progress, document requests, onboarding requirements, and upcoming steps.

• Monitor probate and estate planning deadlines, follow up on outstanding tasks, and proactively communicate missing information or potential issues.

• Take ownership of assigned matters and complete tasks independently without requiring repeated reminders.

• Communicate regularly with attorneys and team members about case status, priorities, deadlines, and potential delays.

• Assist with answering, screening, and routing incoming calls, handling approximately 2–3 calls per day.

• Manage attorney calendars, appointments, case-related commitments, and important deadlines.

• Track and record billable time accurately and consistently.

• Maintain confidentiality and follow established procedures while ensuring professional communication and timely task completion.

• Identify and flag issues early so attorneys can address them before they affect case progress.

Requirements:

• Strong previous experience working as a Legal Assistant is essential.

• Demonstrated experience supporting probate matters is required.

• Estate planning experience is strongly preferred.

• Practical experience drafting and preparing legal documents, pleadings, filings, and related correspondence.

• Proven ability to track and record billable time accurately.

• Fluency in English, with strong written and verbal communication skills.

• Excellent typing skills and document preparation capabilities, including proofreading and formatting.

• Strong understanding of legal case management, client onboarding, deadline tracking, and calendar coordination.

• Ability to independently manage assigned probate and estate planning matters and ensure consistent progress.

• Proactive approach, with the confidence to take initiative, ask relevant questions, and escal…

• Strong organizational skills, attention to detail, accountability, and the ability to manage multiple priorities.

• Professional and empathetic client communication skills, with a commitment to confidentiality and service quality.

• Comfortable receiving direct professional feedback and using it to improve performance.

• Ability to work effectively both independently and collaboratively in a remote team environment.

• Experience with Smokeball CRM is preferred but not mandatory.

• Familiarity with legal practice tools such as Smokeball CRM and VXT is an advantage.

• Availability to work Monday through Friday, from 8:00 a.m. to 5:00 p.m. Central Time (CST/CDT).

Benefits:

• Monthly salary ranging from USD 1,150 to USD 1,220.

• 100% remote, home-based working arrangement.

• Full-time, long-term career opportunity.

• Paid time off.

• Performance-related bonuses.

• Parental leave.

• Professional development and training opportunities.

• Dedicated team support.

• Opportunity to work with clients whose core values align with the professional environment.

• Opportunity to develop specialized experience in probate and estate planning legal support.

We appreciate your interest and wish you the best!