V105C - Probate and Estate Planning Legal Assistant

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Job Description:

Join Job Duck as a Probate and Estate Planning Legal Assistant supporting probate and estate planning matters while helping keep the legal team running smoothly day to day. You will assist with moving probate and estate planning matters forward, preparing legal documents and filings, communicating with clients, tracking deadlines, and maintaining organized case records so attorneys can stay focused on substantive legal work. This opportunity is ideal for an experienced legal professional who takes ownership of their work, communicates clearly with clients, and knows when to take initiative or ask the right questions. You will play an important role in creating an organized and responsive client experience while ensuring matters continue progressing without unnecessary delays. If you are detail-oriented, resourceful, dependable, and comfortable receiving direct feedback, you will have the opportunity to make a meaningful impact in a fully remote legal environment.

Monthly Salary Range: $1,150 to $1,220 USD

Responsibilities include, but are not limited to:

Assist attorneys with probate and estate planning matters and proactively move assigned matters toward their next steps.

Provide general administrative and legal support wherever the production team needs assistance.

Assist with answering, screening, and routing calls as needed.

Take ownership of assigned tasks and move files forward without repeated reminders.

Communicate proactively with attorneys and team members regarding matter status, upcoming deadlines, missing information, and potential issues.

Track probate and estate planning deadlines closely and follow up on outstanding tasks, documents, and client requirements.

Assist with client onboarding and maintain accurate and organized client and case records.

Follow established firm procedures while maintaining accuracy, confidentiality, professional communication, and timely task completion.

Flag potential issues or delays early so attorneys can address them before they affect the matter.

Draft and proofread legal correspondence and documents before attorney review or filing.

Receive, organize, and maintain electronic client files, case records, and supporting documentation.

Track and record billable time accurately and consistently.

Manage attorney calendars and keep matter related appointments, deadlines, and commitments current.

Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and related materials.

Communicate professionally with clients regarding matter status, document requests, onboarding requirements, and next steps.

Prepare and coordinate legal filings and ensure required documents are completed accurately and on time.

Requirements:

Full time, remote position

Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m. CST

English fluency required

Strong prior Legal Assistant experience is required

Probate experience is required

Estate planning experience is strongly preferred

Experience preparing legal documents, pleadings, filings, and related correspondence is required

Experience accurately tracking and recording billable time is required

Strong written and verbal client communication skills are required

Typing fluency and strong document preparation skills are required

Must be comfortable independently moving probate and estate planning matters forward

Must be willing to take initiative, ask questions, and flag issues before they become problems

Must be comfortable receiving clear and direct professional feedback

Must appropriately handle confidential client and case information

Smokeball CRM experience is preferred but not required

Software and tools: Smokeball CRM and VXT

Approximately 2 to 3 phone calls per day

Required Skills

Probate Law

Estate Planning

Probate Pleadings

Legal Document Drafting

Legal Filing

Billable Time Tracking

Case Management

Client Communication

Client Onboarding

Deadline Management

Calendar Management

Written Communication

Verbal Communication

Proofreading

Attention to Detail

Organization

Typing Fluency

Confidentiality

Professionalism

Initiative

Problem Solving

Accountability

Adaptability

Resourcefulness

Responsiveness

Time Management

Prioritization

Independent Work

Team Collaboration

Receptiveness to Feedback

Smokeball CRM

VXT

Work Shift:

8:00 AM - 5:00 PM [CST][CDT] (United States of America)

Languages:

English

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.