Estate Planning Legal Assistant

Build My Great Team • Fredericksburg, VA

7h • Onsite

About The Position

Norton Pelt, PLC is a growing law firm in Fredericksburg, Virginia, known for thoughtful client service and a strong, team-oriented culture. The firm has a team of 12 and emphasizes close collaboration, mutual support, and delivering exceptional client care. The environment is collegial and supportive, with a commitment to continuous learning and growth for team members, fostering long-term careers and meaningful relationships. The ideal candidate is a professional who enjoys direct client interaction, guiding them through significant personal decisions. This role requires strong organization, attention to detail, and the ability to manage structured processes while maintaining clear and reassuring communication. The candidate should be comfortable learning new systems, willing to take ownership of responsibilities, and committed to seeing tasks through to completion. The position is suitable for someone eager to learn and contribute, whether they have prior estate planning experience or are looking to develop in this practice area, and who values collaboration, professionalism, and care.

Requirements

• Strong attention to detail and ability to manage structured processes
• Clear, confident, and professional communication with clients
• Ability to manage multiple matters at different stages
• Comfortable learning and working within systems such as Clio and Lawmatics
• A collaborative, reliable team member who follows through

Nice To Haves

• A college degree or paralegal certificate is preferred
• Legal experience
• Client-facing experience
• Strong professional maturity
• Prior estate planning experience
• Lawmatics or WealthCounsel experience

Responsibilities

• Conduct intake calls and help pre-qualify estate planning leads
• Guide clients through document collection and next steps
• Create and manage client files in Clio and Lawmatics
• Draft estate planning documents under attorney supervision
• Coordinate with internal and remote drafting support when needed
• Prepare clients and materials for signing meetings
• Assist with post-signing follow-up and file completion
• Serve as a consistent point of contact for clients throughout their matter

Benefits

• Opportunity for bonus or performance-based incentives
• Health insurance with significant employer contribution (approximately 90% of employee overage)
• Dental and vision coverage
• 401(k) with employer contribution (approximately 4%)
• Generous paid time off, including firm holidays and additional discretionary time off around the Christmas holiday

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed