V105 - Estate Planning Legal Assistant

Estate Planning Legal Assistant

This position offers an opportunity to play a vital role in a growing estate planning practice by supporting the creation of high-quality, client-ready legal documents. As an Estate Planning Legal Assistant at Job Duck, you will focus on drafting, reviewing, and maintaining estate planning documents while ensuring files move smoothly through structured workflows. This role is ideal for someone who enjoys precision-driven work, thrives in systems, and takes ownership of deliverables from start to finish. You will work closely with attorneys and internal team members, contributing directly to document quality, efficiency, and overall client experience. Success in this role comes from consistency, accountability, and a strong commitment to accuracy.

Responsibilities include, but are not limited to:

• Support light administrative legal tasks and workflow improvements as needed
• Participate in weekly team meetings via video conference
• Identify missing or unclear information and flag issues promptly
• Track drafting status and ensure timely movement of files to attorney review
• Review and proofread legal documents for completeness, formatting, and consistency
• Provide regular status updates on assigned drafting work
• Maintain organized file structures, naming conventions, and version control
• Implement attorney revisions accurately and within expected timelines
• Prepare wills, trusts, powers of attorney, and advance directives with accuracy
• Draft estate planning documents using firm provided software and templates

Requirements:

• 1-2 years of experience working as a legal assistant or paralegal in a law firm required• Strong document drafting skills are a must• Experience in estate planning law strongly preferred• Excellent written and verbal communication in both English and Spanish• Exceptional attention to detail• Strong organizational and time management skills• Process-oriented and systems-focused mindset• Ability to manage multiple matters with consistency and accuracy• Professional judgment, discretion, and confidentiality• Ability to work independently with minimal supervision• Proactive and solution-oriented approach to work• Team-oriented and collaborative work style• High level of integrity and accountability • Location and timezone: Remote, Eastern Standard Time (EST)• Working Hours: Monday to Friday • Expected call volume: Light (0-5 calls per day)• Software and Tools Required:- CRM: MyCase, Clio, or similar systems- VOIP: RingCentral or similar- Email/Calendar: Zoom, Microsoft Word, Adobe Acrobat, Google Drive, comfortable with AI tools and legal drafting systems

Work Shift:

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

Languages:

English, Spanish