Probate and Estate Planning Assistant

JOB DUCK IS HIRING A PROBATE AND ESTATE PLANNING ASSISTANT

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Role Overview

Job Duck is seeking a highly organized and proactive Probate and Estate Planning Assistant to support a busy Trust, Probate, and Estate Planning practice. In this role, you will play a key part in ensuring legal processes move forward efficiently by managing documentation, coordinating information between attorneys and clients, and supporting trust administration activities. Your work will directly contribute to improving workflow efficiency and allowing legal professionals to focus on higher-level casework and client service. This opportunity is ideal for someone who thrives in a structured legal environment, enjoys managing multiple priorities, and takes initiative to keep processes organized and moving forward. If you are detail-oriented, tech-savvy, and passionate about supporting legal teams, we encourage you to apply.

Schedule:

Monday to Friday from 8:00 AM - 5:00 PM [EST][EDT] (United States of America)

Your Responsibilities Will Include but Are Not Limited To:

• Identifying process improvements that increase efficiency and support team productivity
• Maintaining accurate case records and client information within legal software systems
• Coordinating communication between attorneys and clients throughout legal matters
• Communicating with clients to obtain missing information and required documentation
• Tracking document completion and ensuring all required paperwork is received
• Opening and managing trust administration files and documentation
• Coordinating the DocuSign process for legal documents requiring signatures
• Providing general legal administrative support to the trust and probate division
• Assisting with probate and estate planning administrative functions as needed
• Monitoring ongoing tasks and ensuring deadlines are met
• Organizing, managing, and updating legal files and documentation
• Supporting trust administration matters and related legal processes

What We’re Looking For:

• 1-2 years of experience working as a legal assistant
• Experience with Estate Planning and Probate Law highly preferred
• Strong document management skills
• Experience coordinating with attorneys and clients
• Proficiency with legal case management software
• Excellent English written and verbal communication skills
• Strong attention to detail
• Highly organized and process-driven
• Self-motivated and dependable
• Proactive problem-solving abilities
• Tech savvy with the ability to learn new systems quickly
• Ability to manage multiple priorities effectively
• Task-oriented with strong follow-through 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 1142 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.