V105C - Estate Planning Legal Administrative Support

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Job Description:

We are looking for a dedicated and detail-oriented Legal Assistant to support a growing legal team focused on estate planning, probate, trust administration, elder law, and Medicaid matters. In this role, you will play an essential part in maintaining client communications, drafting legal documents, organizing case files, and supporting daily administrative operations that help attorneys serve their clients efficiently. The ideal candidate enjoys working in a structured environment, takes initiative after receiving direction, and is comfortable balancing multiple responsibilities with accuracy and professionalism. You will have the opportunity to contribute directly to the firm's growth while building valuable experience in a collaborative legal environment.

Monthly Compensation Range: from $1,150 USD to $1,220 USD.

Responsibilities include, but are not limited to:

Follow up with prospective clients and leads

Ensure legal records and client information remain organized and updated

Collaborate with team members to support operational efficiency and firm growth

Maintain confidentiality of client and firm information

Contact clients when necessary regarding documentation, updates, and requests

Support phone communications and client interactions

Assist with case related administrative activities

Manage and organize incoming and outgoing email communications

Save, maintain, and organize client files and legal documentation

Draft estate planning documents with accuracy and attention to detail

Provide general administrative assistance as needed

Assist attorneys and team members with administrative and legal support tasks

Requirements:

Additional Details:

Location: Remote

Schedule: Monday through Friday

Time Zone: EST (9:00 AM to 6:00 PM)

Practice Areas Supported: Estate Planning, Probate and Trust Administration, Elder Law and Medicaid Matters.

Software & Tools: WealthCounsel, RingCentral.

Required Skills:

Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related Bachelor's degree in legal studies

Advanced/native-level English skills (both written and spoken)

Estate planning drafting experience is strongly preferred and will significantly reduce the training curve.

Experience using WealthCounsel is highly preferred and will be considered a major advantage during the hiring process.

Experience with client communication and lead follow-up.

Ability to maintain accurate digital client files and documentation.

Estate planning document drafting

Probate and trust administration knowledge

Strong written and verbal communication skills

Client relationship management

Email management and organization

Document management and file maintenance

Ability to follow instructions and implement feedback effectively

Strong attention to detail

Excellent time management skills

Efficient and productive work habits

Professional and friendly communication style

Critical thinking and problem-solving skills

Ability to work independently in a remote environment

Adaptability and willingness to learn

Dedicated and dependable work ethic

High level of accountability

Work Shift:

9:00 AM - 6:00 PM [EST][EDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.