Estate Planning and Trust Administration Legal Assistant

🔥 6 minutes ago

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Join Job Duck as a Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. • Play a key part in preparing legal documents. • Manage client communications. • Help ensure matters progress smoothly from intake through completion. • Draft estate planning documents including wills, trusts, and related legal forms. • Prepare and maintain trust accountings and related records. • Ensure timely follow-up and responsiveness to clients and internal team members. • 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.

🎯 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.

🏖️ Benefits

• Competitive salary. • Paid Time Off. • Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.