[Hiring] US Estate Planning Legal Assistant @Job Duck

Role Description

Join Job Duck as a US Estate Planning Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. In this role, you will play a key part in preparing legal documents, managing client communications, and helping ensure matters progress smoothly from intake through completion. The ideal candidate is highly detail-oriented, proactive, and capable of producing accurate work without sacrificing quality. Success in this position requires strong legal drafting experience, excellent communication skills, and the ability to work independently while remaining responsive and reliable throughout the workday. This is an excellent opportunity for an experienced legal professional who can quickly contribute and make an immediate impact.

• Monthly compensation: 1150 USD to 1220 USD

Responsibilities include, but are not limited to:

• 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

Qualifications

• Practice Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration
• 2-3 years of experience drafting legal documents in a live legal environment
• Massachusetts jurisdictional experience preferred
• Direct experience preparing some or all of the following: Wills, Trusts, Probate pleadings, Trust administration documents, Trust accountings, 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
• Software and Tools: Clio, Vonage, Outlook, Connect (text messaging platform), Legal Practice Management Systems (PMS), CRM systems
• Must be comfortable 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

Work Shift

• 8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages

• English
• Spanish

Application Process

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.