Probate and Estate Planning Legal Assistant

• Assist attorneys with probate and estate planning matters, proactively coordinating next steps to keep assigned cases moving forward.

• Provide general legal and administrative support to attorneys and the wider production team as needed.

• Prepare, draft, proofread, and format probate pleadings, estate planning documents, legal correspondence, and related materials for attorney review or filing.

• Coordinate legal filings and ensure all required documentation is accurate, complete, and submitted within applicable deadlines.

• Manage client onboarding and maintain organized, accurate electronic client files, case records, and supporting documentation.

• Communicate professionally with clients regarding case progress, document requests, onboarding requirements, and upcoming steps.

• Monitor probate and estate planning deadlines, follow up on outstanding tasks, and proactively communicate missing information or potential issues.

• Take ownership of assigned matters and complete tasks independently without requiring repeated reminders.

• Communicate regularly with attorneys and team members about case status, priorities, deadlines, and potential delays.

• Assist with answering, screening, and routing incoming calls, handling approximately 2–3 calls per day.

• Manage attorney calendars, appointments, case-related commitments, and important deadlines.

• Track and record billable time accurately and consistently.

• Maintain confidentiality and follow established procedures while ensuring professional communication and timely task completion.

• Identify and flag issues early so attorneys can address them before they affect case progress.

Requirements:

• Strong previous experience working as a Legal Assistant is essential.

• Demonstrated experience supporting probate matters is required.

• Estate planning experience is strongly preferred.

• Practical experience drafting and preparing legal documents, pleadings, filings, and related correspondence.

• Proven ability to track and record billable time accurately.

• Fluency in English, with strong written and verbal communication skills.

• Excellent typing skills and document preparation capabilities, including proofreading and formatting.

• Strong understanding of legal case management, client onboarding, deadline tracking, and calendar coordination.

• Ability to independently manage assigned probate and estate planning matters and ensure consistent progress.

• Proactive approach, with the confidence to take initiative, ask relevant questions, and escalate potential problems.

• Strong organizational skills, attention to detail, accountability, and the ability to manage multiple priorities.

• Professional and empathetic client communication skills, with a commitment to confidentiality and service quality.

• Comfortable receiving direct professional feedback and using it to improve performance.

• Ability to work effectively both independently and collaboratively in a remote team environment.

• Experience with Smokeball CRM is preferred but not mandatory.

• Familiarity with legal practice tools such as Smokeball CRM and VXT is an advantage.

• Availability to work Monday through Friday, from 8:00 a.m. to 5:00 p.m. Central Time (CST/CDT).

Benefits:

• Monthly salary ranging from USD 1,150 to USD 1,220.

• 100% remote, home-based working arrangement.

• Full-time, long-term career opportunity.

• Paid time off.

• Performance-related bonuses.

• Parental leave.

• Professional development and training opportunities.

• Dedicated team support.

• Opportunity to work with clients whose core values align with the professional environment.

• Opportunity to develop specialized experience in probate and estate planning legal support.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

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