V105C - Probate and Estate Planning Legal Assistant
About The Position
Join Job Duck as a Probate and Estate Planning Legal Assistant supporting probate and estate planning matters while helping keep the legal team running smoothly day to day. The role assists with moving matters forward, preparing legal documents and filings, communicating with clients, tracking deadlines, and maintaining organized case records so attorneys can focus on substantive legal work. The position is suited to an experienced legal professional who takes ownership, communicates clearly with clients, and knows when to take initiative or ask questions. The role contributes to an organized and responsive client experience and helps ensure matters progress without unnecessary delays. This is a fully remote position.
Requirements
- Strong prior Legal Assistant experience is required.
- Probate experience is required.
- Experience preparing legal documents, pleadings, filings, and related correspondence is required.
- Experience accurately tracking and recording billable time is required.
- English fluency is required.
- Strong written and verbal client communication skills are required.
- Typing fluency and strong document preparation skills are required.
- Must be comfortable independently moving probate and estate planning matters forward.
- Must be willing to take initiative, ask questions, and flag issues before they become problems.
- Must be comfortable receiving clear and direct professional feedback.
- Must appropriately handle confidential client and case information.
- Skills include probate law, estate planning, probate pleadings, legal document drafting and filing, billable time tracking, case management, client communication and onboarding, deadline and calendar management, proofreading, attention to detail, organization, professionalism, initiative, problem solving, accountability, adaptability, resourcefulness, responsiveness, time management, prioritization, independent work, team collaboration, and receptiveness to feedback.
Nice To Haves
- Estate planning experience is strongly preferred.
- Smokeball CRM experience is preferred but not required.
Responsibilities
- Assist attorneys with probate and estate planning matters and proactively move assigned matters toward their next steps.
- Provide general administrative and legal support as needed by the production team.
- Answer, screen, and route calls as needed.
- Take ownership of assigned tasks and move files forward without repeated reminders.
- Communicate proactively with attorneys and team members about matter status, upcoming deadlines, missing information, and potential issues.
- Track probate and estate planning deadlines and follow up on outstanding tasks, documents, and client requirements.
- Assist with client onboarding and maintain accurate, organized client and case records.
- Follow firm procedures while maintaining accuracy, confidentiality, professional communication, and timely task completion.
- Flag potential issues or delays early so attorneys can address them.
- Draft and proofread legal correspondence and documents before attorney review or filing.
- Receive, organize, and maintain electronic client files, case records, and supporting documentation.
- Track and record billable time accurately and consistently.
- Manage attorney calendars and keep matter-related appointments, deadlines, and commitments current.
- Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and related materials.
- Communicate professionally with clients regarding matter status, document requests, onboarding requirements, and next steps.
- Prepare and coordinate legal filings and ensure required documents are completed accurately and on time.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
