Probate and Estate Planning Legal Assistant
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Job Description
Remote Legal Assistant supporting probate and estate planning matters for US-based employers. Preparing filings, managing deadlines, communicating with clients, and maintaining case records.
Responsibilities:
- Assist attorneys with probate and estate planning matters and move assigned matters toward next steps
- Provide general administrative and legal support to the production team
- Answer, screen, and route calls as needed
- Take ownership of assigned tasks and move files forward
- Communicate matter status, deadlines, missing information, and potential issues
- Track probate and estate planning deadlines and follow up on outstanding tasks, documents, and client requirements
- Assist with client onboarding and maintain organized client and case records
- Follow firm procedures while maintaining accuracy, confidentiality, professional communication, and timely completion
- Flag potential issues or delays early
- Draft and proofread legal correspondence and documents
- Organize and maintain electronic client files, case records, and supporting documentation
- Track and record billable time
- Manage attorney calendars and maintain matter-related appointments, deadlines, and commitments
- Draft, proofread, format, and prepare probate pleadings, estate planning documents, legal correspondence, and related materials
- Communicate with clients regarding matter status, document requests, onboarding requirements, and next steps
- Prepare and coordinate legal filings and ensure required documents are accurate and timely
Requirements:
- Full time, remote position
- 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 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
- Comfortable independently moving probate and estate planning matters forward
- Willing to take initiative, ask questions, and flag issues before they become problems
- Comfortable receiving clear and direct professional feedback
- Able to appropriately handle confidential client and case information
- Smokeball CRM experience preferred but not required
- Approximately 2 to 3 phone calls per day
- Proficiency with Smokeball CRM and VXT
Benefits:
- Fully remote work
- Great Place to Work Certification environment
- Recruiter guidance throughout the application process
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