Estate Planning Legal Assistant
Accountabilities: Draft estate planning documents, including wills, trusts, and related legal forms.
Prepare probate pleadings, probate filings, trust administration documents, and supporting documentation.
Prepare and maintain trust accountings and ensure related records remain accurate and organized.
Support trust administration matters throughout the process, from intake and ongoing case management through accounting and closing when applicable.
Manage legal files, documentation, deadlines, and workflow tasks across the full matter lifecycle.
Communicate directly with clients by phone, email, and video conferencing to provide case updates, request documents, explain next steps, and ensure timely follow-up.
Track and record billable and non-billable time accurately.
Review, proofread, and edit legal documents and correspondence to ensure completeness, accuracy, and consistent formatting.
Maintain reliable and up-to-date records in Clio and other legal practice management systems.
Provide administrative and legal support to attorneys while remaining responsive to clients and internal team members.
Requirements:
2–3 years of experience drafting legal documents in an active legal practice.
Experience in estate planning, probate, wills, trusts, and trust administration.
Practical experience preparing some or all of the following: wills, trusts, probate pleadings, trust administration documents, trust accountings, and probate filings.
Experience conducting client outreach and managing follow-up communications by phone, email, and video meetings.
Experience with Massachusetts jurisdictional matters is preferred.
Familiarity with Clio is highly appreciated, along with experience using Vonage, Outlook, Connect or similar text messaging platforms, legal practice management systems, and CRM tools.
Strong legal drafting, document review, proofreading, editing, and organizational skills.
Knowledge of estate planning support, probate administration, trust administration, and trust accounting.
Excellent written and verbal communication skills, with the ability to work directly with clients independently and professionally.
Exceptional attention to detail, sound time management, and the ability to prioritize tasks while maintaining accuracy and quality.
Experience managing a complete trust administration matter from intake through accounting and closing is highly preferred.
Professional proficiency in English is essential; Spanish language skills are also relevant to the role.
Availability to work full-time from 8:30 AM to 5:30 PM Eastern Time (EST/EDT), Monday through Friday.
Benefits:
Monthly compensation of US$1,150–US$1,220 .
Competitive compensation structure.
Paid time off.
Bonus opportunities.
100% remote, home-based work.
Full-time, long-term career opportunities.
Parental leave.
Professional development and training.
Dedicated team support.
An opportunity to work in alignment with clients’ core values.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?
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