US Estate Planning Legal Assistant I

Job Duck; Colombia; Remote; COP 40,607,000 - 43,079,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Professional development and training

Dedicated support from our team

Opportunity to work with value-aligned

Job summary

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.

Responsibilities

• 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.

Skills

Legal drafting

Massachusetts jurisdiction

Wills and trusts experience

Client outreach

Clio experience

Trust administration

CRM systems

PMS proficiency

Reliable remote setup

Tools

Clio

Vonage

Outlook

Connect

Legal Practice Management Systems (PMS)

CRM systems

Job description

JOB DUCK IS HIRING A US ESTATE PLANNING LEGAL ASSISTANT I

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Role Overview

Join Job Duck as a US Estate Planning Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. In this role, you will play a key part in preparing legal documents, managing client communications, and helping ensure matters progress smoothly from intake through completion. The ideal candidate is highly detail-oriented, proactive, and capable of producing accurate work without sacrificing quality. Success in this position requires strong legal drafting experience, excellent communication skills, and the ability to work independently while remaining responsive and reliable throughout the workday. This is an excellent opportunity for an experienced legal professional who can quickly contribute and make an immediate impact.

Schedule:

Monday to Friday from 8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Your Responsibilities Will Include but Are Not Limited To:

• 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

What We’re Looking For:

• 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

What’s In It for You?

• Monthly compensation starting from 1150 USD to 1220 USD
• Paid time off.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.