US Estate Planning Legal Assistant I

About the role

Join Job Duck as a US Estate Planning Legal Assistant supporting a growing estate planning, probate, wills, and trusts practice. You will prepare legal documents, manage client communications, and ensure smooth case progression from intake to completion.

Key responsibilities

• Draft estate planning documents such as wills, trusts, and related legal forms.
• Prepare probate pleadings, filings, and supporting documentation.
• Manage trust accountings, administration matters, and case files throughout their lifecycle.
• Conduct client outreach, follow‑up communications, and keep clients informed of case status.
• Track and enter billable and non‑billable time accurately.
• Maintain records in Clio and other firm systems, proofreading correspondence before submission.

Required profile

• 2–3 years of experience drafting legal documents in a live legal environment.
• Massachusetts jurisdictional experience preferred.
• Direct experience with wills, trusts, probate pleadings, and trust administration.
• Proven ability to handle client outreach via phone, email, and video meetings.

Required skills

• Proficiency with Clio legal practice management software.
• Experience using Vonage, Outlook, Connect (text messaging platform), and CRM systems.
• Reliable remote work setup with stable internet (minimum 10 Mbps download / 5 Mbps upload).

What we offer

• Monthly compensation ranging from 1150 USD to 1220 USD.
• Paid time off and parental leave.
• 100% remote, full‑time, long‑term career opportunity.
• Professional development and training opportunities.
• Dedicated support from the Job Duck team.