V105C - Probate and Estate Planning Legal Assistant

Overview

This fully remote Legal Assistant role supports probate and estate planning matters and helps ensure the legal team runs smoothly day to day. Responsibilities include assisting attorneys, preparing legal documents and filings, communicating with clients, tracking deadlines, and maintaining organized case records so attorneys can focus on substantive legal work.

Responsibilities

• Assist attorneys with probate and estate planning matters by moving assigned matters toward their next steps.
• Provide general administrative and legal support wherever needed.
• Assist with answering, screening, and routing calls as needed (approximately 2 to 3 phone calls per day).
• Take ownership of assigned tasks and move files forward without repeated reminders.
• Communicate proactively with attorneys and team members about matter status, upcoming deadlines, missing information, and potential issues.
• Track probate and estate planning deadlines closely; follow up on outstanding tasks, documents, and client requirements.
• Assist with client onboarding and maintain accurate, organized client and case records.
• Follow established firm procedures while maintaining accuracy, confidentiality, professional communication, and timely task completion.
• Flag potential issues or delays early so attorneys can address them before they affect the matter.
• Draft and proofread legal correspondence and documents prior to attorney review or filing.
• Receive, organize, and maintain electronic client files, case records, and supporting documentation.
• Track and record billable time accurately and consistently.
• Manage attorney calendars and keep matter-related appointments, deadlines, and commitments current.
• Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and related materials.
• Communicate professionally with clients regarding matter status, document requests, onboarding requirements, and next steps.
• Prepare and coordinate legal filings; ensure required documents are completed accurately and on time.

Requirements

• Full time, remote position.
• Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m. CST.
• English fluency required.
• Strong prior Legal Assistant experience required.
• Probate experience required.
• Estate planning experience is strongly preferred.
• Experience preparing legal documents, pleadings, filings, and related correspondence required.
• Experience accurately tracking and recording billable time required.
• Strong written and verbal client communication skills required.
• Typing fluency and strong document preparation skills required.
• Must be comfortable independently moving probate and estate planning matters forward.
• Must be willing to take initiative, ask questions, and flag issues before they become problems.
• Must be comfortable receiving clear and direct professional feedback.
• Must appropriately handle confidential client and case information.

Preferred Qualifications

• Smokeball CRM experience preferred but not required.

Tools / Software

• Smokeball CRM and VXT.

Compensation & Benefits

• Monthly Salary Range: $1,150 to $1,220 USD

Location

• Remote (United States of America)
• Work Shift: 8:00 AM - 5:00 PM [CST][CDT]

Language

• English