US Estate Planning and Trusts Legal Assistant

JOB DUCK IS HIRING A US ESTATE PLANNING AND TRUSTS LEGAL 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

Join Job Duck as an Estate Planning and Trusts 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 - 5:30 PM [EST][EDT] (United States of America)

Your Responsibilities Will Include but Are Not Limited To:

• Drafting estate planning documents, including wills, trusts, and related legal forms.
• Preparing and maintaining trust accountings and related records.
• Assisting with trust administration matters and ongoing case management.
• Managing files and documentation throughout the matter lifecycle.
• Conducting client outreach and follow-up communications by phone and video conferencing.
• Communicating with clients regarding case status, document requests, and next steps.
• Tracking and entering billable and non-billable time accurately.
• Reviewing legal documents for completeness, accuracy, and formatting consistency.
• Organizing case files, deadlines, and workflow tasks.
• Maintaining accurate records within Clio and other firm systems.
• Proofreading correspondence and legal documentation before submission.
• Preparing probate pleadings, probate filings, and supporting documentation.
• Supporting attorneys with administrative and legal assistance tasks as needed.
• Ensuring timely follow-up and responsiveness to clients and internal team members.
• Assisting with trust administration matters from intake through closing, when applicable.

What We’re Looking For:

• 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, and probate filings.
• Experience handling client outreach and follow-up communications via phone, email, and video meetings.
• Experience working with Clio is highly preferred.
• Experience managing a complete trust administration matter from intake through accounting and closing is highly preferred.
• Experience with Clio, Vonage, Outlook, Connect (text messaging platform), legal practice management systems (PMS), and CRM systems.
• Legal document drafting, estate planning, probate, and trust administration.
• Trust accounting, legal research, and document review.
• Client communication and relationship management.
• Practice management software proficiency.
• Strong proofreading, attention to detail, and 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.