V105C US Estate Planning Legal Assistant I

Job Duck

2d•$1,150 - $1,220•Remote

About The Position

Join Job Duck as a US Estate Planning Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. You will help prepare legal documents, manage client communications, and ensure matters progress smoothly from intake through completion. The role calls for a detail-oriented, proactive professional who can produce accurate work, communicate effectively, work independently, and remain responsive and reliable throughout the workday. It is an opportunity for an experienced legal professional to contribute quickly and make an immediate impact.

Requirements

Two to three years of experience drafting legal documents in a live legal environment.
Experience in estate planning, probate, wills, trusts, and trust administration.
Direct experience preparing some or all of the following: wills, trusts, probate pleadings, trust administration documents, trust accountings, and probate filings.
Experience handling client outreach and follow-up communications by phone, email, and video meetings.
Comfort working directly with clients and handling communications independently.
Skills in legal document drafting, estate planning support, probate administration, trust administration, trust accounting, legal research, and document review.
Client communication and relationship-management skills.
Practice-management software proficiency.
Strong proofreading and editing skills.
Exceptional attention to detail.
Strong written and verbal communication skills.

Nice To Haves

Massachusetts jurisdictional experience.
Experience working with Clio.
Experience managing a complete trust administration matter from intake through accounting and closing.

Responsibilities

Draft estate planning documents, including wills, trusts, and related legal forms.
Prepare and maintain trust accountings and related records.
Assist with trust administration matters and ongoing case management.
Manage files and documentation throughout the matter lifecycle.
Conduct client outreach and follow-up communications by phone and video conferencing.
Communicate with clients about case status, document requests, and next steps.
Track and enter billable and non-billable time accurately.
Review legal documents for completeness, accuracy, and formatting consistency.
Organize case files, deadlines, and workflow tasks.
Maintain accurate records within Clio and other firm systems.
Proofread correspondence and legal documentation before submission.
Prepare probate pleadings, probate filings, and supporting documentation.
Support attorneys with administrative and legal assistance tasks as needed.
Ensure timely follow-up and responsiveness to clients and internal team members.
Assist in managing trust administration matters from intake through closing when applicable.