Remote Estate Planning Legal Assistant I - Wills & Trusts

Job Duck, LLC; Colombia; À distance; COP 40 607 000 - 43 079 000; Plein temps

Avantages offerts par ce poste

Paid time off

Parental leave

Professional development and training

Dedicated support from our team

Opportunity to work with value-aligned

Résumé du poste

Job Duck is hiring a US Estate Planning Legal Assistant I to support a growing estate planning practice. You will draft wills and trusts, prepare trust accountings, and manage case documentation from intake to completion.

Strong drafting ability, proactive communication, and independence are essential for success. The role requires 2-3 years drafting experience, Massachusetts familiarity, and proficiency with Clio and PMS tools.

Qualifications

• 2-3 years of experience drafting legal documents in a live legal environment.
• Massachusetts jurisdictional experience preferred.
• Direct experience preparing wills, trusts, probate pleadings, trust administration documents, trust accountings, and/or probate filings.
• Experience handling client outreach and follow-up communications via phone, email, and video meetings.
• Experience with Clio highly preferred.
• Experience managing a complete trust administration matter from intake through accounting and closing highly preferred.
• Proficiency with Clio, Vonage, Outlook, Connect (text messaging platform), Legal Practice Management Systems (PMS), and CRM systems.
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload).
• Quiet, distraction-free remote work environment.

Responsabilités

• Drafting estate planning documents, including wills, trusts, and related legal forms.
• Preparing and maintaining trust accountings and related records.
• Assisting with trust administration matters and ongoing case management.
• Managing files and documentation throughout the matter lifecycle.
• Conducting client outreach and follow-up communications by phone and video conferencing.
• Communicating with clients regarding case status, document requests, and next steps.
• Tracking and entering billable and non-billable time accurately.
• Reviewing legal documents for completeness, accuracy, and formatting consistency.
• Organizing case files, deadlines, and workflow tasks.
• Maintaining accurate records within Clio and other firm systems.
• Proofreading correspondence and legal documentation before submission.
• Preparing probate pleadings, probate filings, and supporting documentation.
• Supporting attorneys with administrative and legal assistance tasks as needed.
• Ensuring timely follow-up and responsiveness to clients and internal team members.
• Assisting in managing trust administration matters from intake through closing when applicable.

Connaissances

Legal drafting

Massachusetts jurisdiction

Wills and trusts experience

Client outreach

Clio experience

Trust administration

CRM systems

PMS proficiency

Reliable remote setup

Outils

Clio

Vonage

Outlook

Connect

Legal Practice Management Systems (PMS)

CRM systems

Description du poste

Job Duck is hiring a US Estate Planning Legal Assistant I to support a growing estate planning practice. You will draft wills and trusts, prepare trust accountings, and manage case documentation from intake to completion.

Strong drafting ability, proactive communication, and independence are essential for success. The role requires 2-3 years drafting experience, Massachusetts familiarity, and proficiency with Clio and PMS tools.