Estate Planning Legal Assistant

Jobgether; USA; Remote; USD 13.000 - 14.000; Vollzeit

Benefits dieser Stelle

Remote work

Paid time off

Bonus opportunities

Professional development

Parental leave

Long-term career

Dedicated team support

Zusammenfassung

Jobgether is seeking a detail-oriented Estate Planning Legal Assistant based in the United States for a fully remote role. The position supports estate planning, probate, wills, trusts, and trust administration, handling drafts, filings, and client communications under supervision of attorneys.

The ideal candidate has 2–3 years of drafting experience, strong communication skills, and the ability to manage deadlines and case records in Clio.

Qualifikationen

• 2–3 years of experience drafting legal documents in active practice.
• Experience in estate planning, probate, wills, trusts, and trust administration.
• Experience with client outreach via phone, email, and video meetings.
• Proficiency in English; Spanish skills are a plus.

Aufgaben

• Draft estate planning documents, including wills and trusts.
• Prepare probate pleadings, filings, and related documents.
• Maintain trust accountings and organize related records.
• Support trust administration from intake to closing.
• Manage files, deadlines, and workflow across matters.
• Communicate with clients by phone, email, and video.
• Track and record billable and non-billable time.
• Review and edit legal documents for accuracy and formatting.
• Maintain records in Clio and other practice management systems.
• Provide administrative and legal support to attorneys.

Kenntnisse

Legal drafting

Attention to detail

Time management

Client communication

Organizational skills

Tools

Clio

Outlook

Video conferencing

CRM tools

Practice management systems

Jobbeschreibung

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning Legal Assistant based in United States . We are seeking a detail-oriented and proactive legal professional to support estate planning, probate, wills, trusts, and trust administration matters in a fully remote environment. In this role, you will help prepare and review legal documents, maintain accurate case records, and coordinate client communications throughout the legal process. You will contribute to efficient case management by organizing documentation, tracking deadlines, and ensuring timely follow-ups. The ideal candidate combines strong legal drafting skills with excellent written and verbal communication and a commitment to accuracy. This opportunity is well suited to an experienced legal assistant who can work independently, manage competing priorities, and provide reliable support to attorneys and clients. You will play an important role in helping legal matters progress smoothly from initial intake through completion.

Accountabilities

• Draft estate planning documents, including wills, trusts, and related legal forms.
• Prepare probate pleadings, probate filings, trust administration documents, and supporting documentation.
• Prepare and maintain trust accountings and ensure related records remain accurate and organized.
• Support trust administration matters throughout the process, from intake and ongoing case management through accounting and closing when applicable.
• Manage legal files, documentation, deadlines, and workflow tasks across the full matter lifecycle.
• Communicate directly with clients by phone, email, and video conferencing to provide case updates, request documents, explain next steps, and ensure timely follow-up.
• Track and record billable and non-billable time accurately.
• Review, proofread, and edit legal documents and correspondence to ensure completeness, accuracy, and consistent formatting.
• Maintain reliable and up-to-date records in Clio and other legal practice management systems.
• Provide administrative and legal support to attorneys while remaining responsive to clients and internal team members.

Requirements

• 2–3 years of experience drafting legal documents in an active legal practice.
• Experience in estate planning, probate, wills, trusts, and trust administration.
• Practical experience preparing some or all of the following: wills, trusts, probate pleadings, trust administration documents, trust accountings, and probate filings.
• Experience conducting client outreach and managing follow-up communications by phone, email, and video meetings.
• Experience with Massachusetts jurisdictional matters is preferred.
• Familiarity with Clio is highly appreciated, along with experience using Vonage, Outlook, Connect or similar text messaging platforms, legal practice management systems, and CRM tools.
• Strong legal drafting, document review, proofreading, editing, and organizational skills.
• Knowledge of estate planning support, probate administration, trust administration, and trust accounting.
• Excellent written and verbal communication skills, with the ability to work directly with clients independently and professionally.
• Exceptional attention to detail, sound time management, and the ability to prioritize tasks while maintaining accuracy and quality.
• Experience managing a complete trust administration matter from intake through accounting and closing is highly preferred.
• Professional proficiency in English is essential; Spanish language skills are also relevant to the role.
• Availability to work full-time from 8:30 AM to 5:30 PM Eastern Time (EST/EDT), Monday through Friday.

Benefits

• Monthly compensation of US$1,150–US$1,220.
• Competitive compensation structure.
• Paid time off.
• Bonus opportunities.
• 100% remote, home-based work.
• Full-time, long-term career opportunities.
• Parental leave.
• Professional development and training.
• Dedicated team support.
• An opportunity to work in alignment with clients’ core values.