Legal Assistant – Estate Planning

Job Duck

Legal Assistant supporting a collaborative legal team in estate planning and probate matters. Responsible for client relations, scheduling, and administrative tasks in a remote environment.

Posted 6/25/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $1,150 - $1,220 per monthWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Clio GrowClio Manageinvoice preparationclient intakecase updatesscheduling

Soft Skills

client communicationinterpersonal skillsattention to detailorganizational skillstime managementrapport buildingproblem solvingadaptabilityprofessional communicationreliability

Industry Keywords

Estate PlanningGuardianshipProbate

About the role

Key responsibilities & impact

Maintain and update client records in Clio Grow and Clio Manage
Support client intake and onboarding processes
Contact existing clients regarding case updates
Answer incoming phone calls and manage client inquiries
Support daily administrative and client service tasks within the firm
Ensure timely follow up and consistent client engagement
Coordinate communication between clients and the legal team
Assist in the preparation and sending of invoices
Follow up with clients regarding invoices and trust related requests
Book new client consultations and manage scheduling.

Requirements

What you’ll need

Location: Florida, EST
Practice areas: Estate Planning, Guardianship, Probate
Working hours: 08:30 a.m. to 05:30 p.m. - Monday through Friday
Strong client communication, client interaction sand interpersonal skills
High attention to detail and accuracy in documentation
Ability to follow processes and instructions consistently
Strong organizational and time management skills
Ability to build rapport with clients and maintain professional relationships
Efficiency and follow-through in task execution
Problem solving mindset with ability to work independently
Adaptability in a fast paced legal environment
Professional and courteous communication style
Reliability and accountability in daily responsibilities.

Benefits

Comp & perks

Competitive salary.
Paid Time Off.
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.