V105- Estate Planning and Trust Administration Legal Assistant
About The Position
Join Job Duck as a 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.
Requirements
- Practice Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration
- 2-3 years of experience drafting legal documents in a live legal environment
- Massachusetts jurisdictional experience preferred
- Direct experience preparing some or all of the following: Wills, Trusts, Probate pleadings, Trust administration documents, Trust accountings, Probate filings
- Experience handling client outreach and follow-up communications via phone, email, and video meetings
- Experience working with Clio is highly appreciated
- Experience managing a complete trust administration matter from intake through accounting and closing highly preferred
- Software and Tools: Clio, Vonage, Outlook, Connect (text messaging platform), Legal Practice Management Systems (PMS), CRM systems
- Must be comfortable working directly with clients and handling communications independently
- Legal document drafting
- Estate planning support
- Probate administration
- Trust administration
- Trust accounting
- Legal research and document review
- Client communication and relationship management
- Practice management software proficiency
- Strong proofreading and editing skills
- Exceptional attention to detail
- Strong written communication
- Strong verbal communication
Nice To Haves
- Massachusetts jurisdictional experience
- Experience working with Clio
- Experience managing a complete trust administration matter from intake through accounting and closing
Responsibilities
- Manage files and documentation throughout the matter lifecycle
- Assist with trust administration matters and ongoing case management
- Prepare and maintain trust accountings and related records
- Draft estate planning documents including wills, trusts, and related legal forms
- Assist in managing trust administration matters from intake through closing when applicable
- Ensure timely follow-up and responsiveness to clients and internal team members
- Prepare probate pleadings, probate filings, and supporting documentation
- Support attorneys with administrative and legal assistance tasks as needed
- Proofread correspondence and legal documentation before submission
- Maintain accurate records within Clio and other firm systems
- Organize case files, deadlines, and workflow tasks
- Review legal documents for completeness, accuracy, and formatting consistency
- Track and enter billable and non-billable time accurately
- Communicate with clients regarding case status, document requests, and next steps
- Conduct client outreach and follow-up communications by phone and video conferencing
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
