Estate Planning Legal Assistant

📋 Description

• Draft estate planning documents, including wills, trusts, and related legal forms.
• Prepare probate pleadings, probate filings, trust administration documents, and supporting
• 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
• 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

🎯 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
• Experience conducting client outreach and managing follow-up communications by phone, email, and
• Experience with Massachusetts jurisdictional matters is preferred.
• Familiarity with Clio is highly appreciated, along with experience using Vonage, Outlook, Connect

🎁 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.