JOB DUCK IS HIRING AN ESTATE PLANNING AND TRUST ADMINISTRATION LEGAL ASSISTANT
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Role Overview
Join Job Duck as a 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.
Schedule:
Monday to Friday from 8:30 AM to 5:30 PM EST (USA)
Your Responsibilities Will Include but Are Not Limited To:
- Managing files and documentation throughout the matter lifecycle
- Assisting with trust administration matters and ongoing case management
- Preparing and maintaining trust accountings and related records
- Drafting estate planning documents, including wills, trusts, and related legal forms
- Assisting in managing trust administration matters from intake through closing, when applicable
- Ensuring timely follow-up and responsiveness to clients and internal team members
- Preparing probate pleadings, probate filings, and supporting documentation
- Supporting attorneys with administrative and legal assistance tasks as needed
- Proofreading correspondence and legal documentation before submission
- Maintaining accurate records within Clio and other firm systems
- Organizing case files, deadlines, and workflow tasks
- Reviewing legal documents for completeness, accuracy, and formatting consistency
- Tracking and entering billable and non-billable time accurately
- Communicating with clients regarding case status, document requests, and next steps
- Conducting client outreach and follow-up communications by phone and video conferencing
What We’re Looking For:
- 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.
- Client communication & relationship management
- Legal drafting, research & document review
- Estate planning, probate & trust administration
- Trust accounting
- Practice management software proficiency
- Proofreading, editing & attention to detail
- Strong written & verbal communication skills
- Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
- Quiet, distraction-free remote work environment
What’s In It for You?
- Monthly compensation starting from 1150 USD to 1220 USD
- Paid time off.
- 100% Remote, Full-Time, Long-Term Career Opportunity.
- Parental leave.
- Opportunities for professional development and training
- Dedicated support from our team.
- A chance to work with clients who share our values.
Ready to dive in? Apply now and make sure to follow all the instructions!
DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.