V105C US Estate Planning Legal Assistant I

Overview

This role supports a growing estate planning, probate, wills, and trusts practice. The US Estate Planning Legal Assistant will help prepare legal documents, manage client communications, and support matters from intake through completion. The ideal candidate is detail-oriented, proactive, and able to produce accurate work while maintaining quality. Independence and responsiveness throughout the workday are essential.

Responsibilities

• Draft estate planning documents, including wills, trusts, and related legal forms
• Prepare and maintain trust accountings and related records
• Assist with trust administration matters and ongoing case management
• Manage files and documentation throughout the matter lifecycle
• Conduct client outreach and follow-up communications by phone and video conferencing
• Communicate with clients regarding case status, document requests, and next steps
• Track and enter billable and non-billable time accurately
• Review legal documents for completeness, accuracy, and formatting consistency
• Organize case files, deadlines, and workflow tasks
• Maintain accurate records within Clio and other firm systems
• Proofread correspondence and legal documentation before submission
• Prepare probate pleadings, probate filings, and supporting documentation
• Support attorneys with administrative and legal assistance tasks as needed
• Ensure timely follow-up and responsiveness to clients and internal team members
• Assist with managing trust administration matters from intake through closing when applicable

Requirements

• 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
• Must be comfortable working directly with clients and handling communications independently
• Legal document drafting
• Estate planning support
• Probate administration
• Trust administration
• Trust accounting
• Legal research and document review
• Client communication and relationship management
• Practice management software proficiency
• Strong proofreading and editing skills
• Exceptional attention to detail
• Strong written communication
• Strong verbal communication

Preferred Qualifications

• Massachusetts jurisdictional experience
• Experience managing trust administration from intake through accounting and closing
• Familiarity with Clio

Compensation & Benefits

• Monthly compensation: 1150 USD to 1220 USD

Location

• United States of America

Work Shift

• 8:30 AM – 5:30 PM [EST][EDT] (United States of America)

Languages

• English, Spanish