Estate Planning and Trusts Legal Assistant

🔥 16 hours ago

🇧🇷 Brazil – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚖️ Legal Assistant

🚫👨‍🎓 No degree required

👻 Ghost score 20%

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🗣️🇪🇸 Spanish Required

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Logo of Job Duck

Job Duck

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

• 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 regarding 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

🎯 Requirements

• Estate Planning, Probate, Wills, Trusts, and Trust Administration practice experience • 2-3 years of experience drafting legal documents in a live legal environment • Direct experience preparing wills, trusts, probate pleadings, trust administration documents, trust accountings, and/or 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 • Proficiency with Clio, Vonage, Outlook, Connect, legal practice management systems, and CRM systems • Comfort 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 • English and Spanish languages

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification company environment

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