Probate and Estate Planning Legal Assistant

BrazilRemoteFull-timemid

Legal & ComplianceParalegal

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Probate and Estate Planning Legal Assistant based in Brazil.

Technical Tools

Legal & ComplianceParalegal

We are seeking an experienced Probate and Estate Planning Legal Assistant to provide essential legal and administrative support to a US-based legal team. In this fully remote role, you will help manage probate and estate planning matters from initial client onboarding through document preparation, filing, and follow-up. You will prepare and proofread legal documents, coordinate deadlines, maintain accurate case records, and ensure matters progress efficiently. You will also communicate directly with clients, support attorneys with day-to-day priorities, and proactively identify potential delays or missing information. The ideal candidate is organized, dependable, detail-oriented, and confident working independently while knowing when to ask questions or escalate concerns. This is a long-term opportunity to contribute to a responsive, professional legal service environment.

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

~1 min read

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).