Probate and Estate Planning Legal Assistant

🔥 0 minutes ago

🌐 Brazil, South Africa – Remote

infoinfo

💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚖️ Legal Assistant

Where this job comes from

Posted on Job Duck's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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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

• Assist attorneys with probate and estate planning matters and move assigned matters toward next steps • Provide general administrative and legal support to the production team • Answer, screen, and route calls as needed • Take ownership of assigned tasks and move files forward • Communicate matter status, 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 organized client and case records • Follow firm procedures while maintaining accuracy, confidentiality, professional communication, and timely completion • Flag potential issues or delays early • Draft and proofread legal correspondence and documents • Organize and maintain electronic client files, case records, and supporting documentation • Track and record billable time • Manage attorney calendars and maintain matter-related appointments, deadlines, and commitments • Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and related materials • Communicate with clients regarding matter status, document requests, onboarding requirements, and next steps • Prepare and coordinate legal filings and ensure required documents are accurate and timely

🎯 Requirements

• Full time, remote position • Monday through Friday, 8:00 a.m. to 5:00 p.m. CST • English fluency required • Strong prior Legal Assistant experience required • Probate experience required • Estate planning experience strongly preferred • Experience preparing legal documents, pleadings, filings, and related correspondence required • Experience accurately tracking and recording billable time required • Strong written and verbal client communication skills required • Typing fluency and strong document preparation skills required • Comfortable independently moving probate and estate planning matters forward • Willing to take initiative, ask questions, and flag issues before they become problems • Comfortable receiving clear and direct professional feedback • Able to appropriately handle confidential client and case information • Smokeball CRM experience preferred but not required • Approximately 2 to 3 phone calls per day • Proficiency with Smokeball CRM and VXT

🏖️ Benefits

• Fully remote work • Great Place to Work Certification environment • Recruiter guidance throughout the application process

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