Estate Planning Legal Assistant

We are seeking a detail-oriented and proactive legal professional to support estate planning, probate, wills, trusts, and trust administration matters in a fully remote environment. In this role, you will help prepare and review legal documents, maintain accurate case records, and coordinate client communications throughout the legal process. You will contribute to efficient case management by organizing documentation, tracking deadlines, and ensuring timely follow-ups. The ideal candidate combines strong legal drafting skills with excellent written and verbal communication and a commitment to accuracy. This opportunity is well suited to an experienced legal assistant who can work independently, manage competing priorities, and provide reliable support to attorneys and clients. You will play an important role in helping legal matters progress smoothly from initial intake through completion.

• 2–3 years of experience drafting legal documents in an active legal practice.

• Experience in estate planning, probate, wills, trusts, and trust administration.

• Practical experience preparing some or all of the following: wills, trusts, probate pleadings, trust administration documents, trust accountings, and probate filings.

• Experience conducting client outreach and managing follow-up communications by phone, email, and video meetings.

• Experience with Massachusetts jurisdictional matters is preferred.

• Familiarity with Clio is highly appreciated, along with experience using Vonage, Outlook, Connect or similar text messaging platforms, legal practice management systems, and CRM tools.

• Strong legal drafting, document review, proofreading, editing, and organizational skills.

• Knowledge of estate planning support, probate administration, trust administration, and trust accounting.

• Excellent written and verbal communication skills, with the ability to work directly with clients independently and professionally.

• Exceptional attention to detail, sound time management, and the ability to prioritize tasks while maintaining accuracy and quality.

• Experience managing a complete trust administration matter from intake through accounting and closing is highly preferred.

• Professional proficiency in English is essential; Spanish language skills are also relevant to the role.

• Availability to work full-time from 8:30 AM to 5:30 PM Eastern Time (EST/EDT), Monday through Friday.