V105 - Estate Planning Legal Administrative Support
About The Position
We are looking for a dedicated and detail-oriented Legal Assistant to support a growing legal team focused on estate planning, probate, trust administration, elder law, and Medicaid matters. In this role, you will play an essential part in maintaining client communications, drafting legal documents, organizing case files, and supporting daily administrative operations that help attorneys serve their clients efficiently. The ideal candidate enjoys working in a structured environment, takes initiative after receiving direction, and is comfortable balancing multiple responsibilities with accuracy and professionalism. You will have the opportunity to contribute directly to the firm's growth while building valuable experience in a collaborative legal environment.
Requirements
- Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related Bachelor's degree in legal studies
- Advanced/native-level English skills (both written and spoken)
- Estate planning drafting experience is strongly preferred and will significantly reduce the training curve.
- Experience using WealthCounsel is highly preferred and will be considered a major advantage during the hiring process.
- Experience with client communication and lead follow-up.
- Ability to maintain accurate digital client files and documentation.
- Estate planning document drafting
- Probate and trust administration knowledge
- Strong written and verbal communication skills
- Client relationship management
- Email management and organization
- Document management and file maintenance
- Ability to follow instructions and implement feedback effectively
- Strong attention to detail
- Excellent time management skills
- Efficient and productive work habits
- Professional and friendly communication style
- Critical thinking and problem-solving skills
- Ability to work independently in a remote environment
- Adaptability and willingness to learn
- Dedicated and dependable work ethic
- High level of accountability
Nice To Haves
- Estate planning drafting experience
- Experience using WealthCounsel
Responsibilities
- Maintain confidentiality of client and firm information
- Contact clients when necessary regarding documentation, updates, and requests
- Support phone communications and client interactions
- Assist with case related administrative activities
- Manage and organize incoming and outgoing email communications
- Save, maintain, and organize client files and legal documentation
- Draft estate planning documents with accuracy and attention to detail
- Provide general administrative assistance as needed
- Assist attorneys and team members with administrative and legal support tasks
- Follow up with prospective clients and leads
- Ensure legal records and client information remain organized and updated
- Collaborate with team members to support operational efficiency and firm growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
