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Estate Planning Legal Assistant
Job DuckEstate Planning Legal Assistant at Job Duck supporting estate planning documents and workflows. Drafting, reviewing, and maintaining documents in a remote environment with a focus on client experience.
About the role
Key responsibilities & impact- 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
What you’ll need- 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.
Benefits
Comp & perks- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
document draftingestate planningproofreadingfile managementversion controllegal document preparationwills preparationtrusts preparationpowers of attorney preparationadvance directives preparation
Soft Skills
attention to detailorganizational skillstime managementcommunicationprofessional judgmentdiscretionconfidentialityindependenceproactive approachteam collaboration