Estate Planning and Trusts Legal Assistant
New
J
JobgetherLegal Services
United StatesFull-TimeMiddle
Salary$1,150–$1,220 USD per month
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Job Details
- Languages
- Spanish
- Experience
- 2–3 years
- Required Skills
- CRM
Requirements
- 2–3 years of experience drafting legal documents within an active legal practice.
- Experience in estate planning, probate, wills, trusts, and/or trust administration.
- Direct experience preparing wills, trusts, probate pleadings, trust accountings, and filings.
- Strong legal document drafting, proofreading, editing, and review skills.
- Experience communicating directly with clients through phone, email, and video conferencing.
- Ability to independently manage client communications.
- Familiarity with Clio legal practice management software.
- Experience with CRM platforms, Outlook, Vonage, or Connect.
- Strong understanding of estate planning and probate processes.
- Knowledge of trust administration and trust accounting procedures.
- Exceptional attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills in English.
- Spanish language proficiency is preferred.
Responsibilities
- Draft estate planning documents, including wills, trusts, and related legal forms.
- Prepare and maintain trust accountings, supporting documentation, and related records.
- Assist with trust administration matters from intake through accounting and closing.
- Prepare probate pleadings, filings, and supporting legal documentation.
- Manage legal files, case documentation, deadlines, and workflow tasks.
- Review and proofread legal documents for completeness, accuracy, and consistency.
- Communicate directly with clients via phone, email, and video conferencing.
- Record and track billable and non-billable time accurately.
- Maintain records within Clio and other practice management or CRM systems.
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