Estate Planning Legal Assistant I

• Draft estate planning documents including wills, trusts, and related legal forms
• Prepare and maintain trust accountings and related records
• Assist with trust administration matters and ongoing case management
• Manage files and documentation throughout the matter lifecycle
• Conduct client outreach and follow-up communications by phone and video conferencing
• Communicate with clients regarding case status, document requests, and next steps
• Track and enter billable and non-billable time accurately
• Review legal documents for completeness, accuracy, and formatting consistency
• Organize case files, deadlines, and workflow tasks
• Maintain accurate records within Clio and other firm systems
• Proofread correspondence and legal documentation before submission
• Prepare probate pleadings, probate filings, and supporting documentation
• Support attorneys with administrative and legal assistance tasks as needed
• Ensure timely follow-up and responsiveness to clients and internal team members
• Assist in managing trust administration matters from intake through closing when applicable

• 2-3 years of experience drafting legal documents in a live legal environment
• Massachusetts jurisdictional experience preferred
• Direct experience preparing wills, trusts, probate pleadings, trust administration documents, trust accountings, and/or probate filings
• Experience handling client outreach and follow-up communications via phone, email, and video meetings
• Experience working with Clio highly appreciated
• Experience managing a complete trust administration matter from intake through accounting and closing highly preferred
• Proficiency with Clio, Vonage, Outlook, Connect, legal practice management systems, and CRM systems
• Comfort working directly with clients and handling communications independently
• Legal document drafting
• Estate planning support
• Probate administration
• Trust administration
• Trust accounting
• Legal research and document review
• Client communication and relationship management
• Practice management software proficiency
• Strong proofreading and editing skills
• Exceptional attention to detail
• Strong written communication
• Strong verbal communication
• English and Spanish languages
• Availability for 8:30 AM–5:30 PM EST/EDT

• Remote work opportunity
• Great Place to Work Certification workplace culture