V105C US Estate Planning and Trusts Legal Assistant

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Job Description:

Responsibilities include, but are not limited to:

• 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 in managing trust administration matters from intake through closing when applicable

Requirements:

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.