V105 - Estate Planning Virtual Assistant
About The Position
This position offers an opportunity to play a vital role in a growing estate planning practice by supporting the creation of high-quality, client-ready legal documents. As an Estate Planning Virtual Assistant at Job Duck, you will focus on drafting, reviewing, and maintaining estate planning documents while ensuring files move smoothly through structured workflows. This role is ideal for someone who enjoys precision-driven work, thrives in systems, and takes ownership of deliverables from start to finish. You will work closely with attorneys and internal team members, contributing directly to document quality, efficiency, and overall client experience. Success in this role comes from consistency, accountability, and a strong commitment to accuracy.
Requirements
- 1-2 years of experience working as a legal assistant or paralegal in a law firm required
- Strong document drafting skills are a must
- Excellent written and verbal communication in both English and Spanish
- Exceptional attention to detail
- Strong organizational and time management skills
- Process-oriented and systems-focused mindset
- Ability to manage multiple matters with consistency and accuracy
- Professional judgment, discretion, and confidentiality
- Ability to work independently with minimal supervision
- Proactive and solution-oriented approach to work
- Team-oriented and collaborative work style
- High level of integrity and accountability
Nice To Haves
- Experience in estate planning law strongly preferred
- Comfortable with AI tools and legal drafting systems
Responsibilities
- Draft estate planning documents using firm provided software and templates
- Prepare wills, trusts, powers of attorney, and advance directives with accuracy
- Implement attorney revisions accurately and within expected timelines
- Maintain organized file structures, naming conventions, and version control
- Provide regular status updates on assigned drafting work
- Review and proofread legal documents for completeness, formatting, and consistency
- Track drafting status and ensure timely movement of files to attorney review
- Identify missing or unclear information and flag issues promptly
- Participate in weekly team meetings via video conference
- Support light administrative legal tasks and workflow improvements as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
