Estate Planning Legal Assistant (Remote)

About the role

We are looking for an Estate Planning Legal Assistant to join a professional legal services firm that specializes in helping individuals and families with estate planning. This full‑time remote position supports attorneys and clients throughout the planning process, ensuring documents are accurate, organized, and delivered on time.

Key responsibilities

• Prepare and draft a variety of estate planning documents.
• Assist with the administration and organization of client files.
• Use WealthDocs to create, edit, and manage estate planning documents.
• Communicate professionally with clients regarding their estate planning matters.
• Maintain accurate client records and documentation.
• Coordinate with attorneys and team members to meet deadlines.
• Perform additional administrative and legal support tasks as needed.

Required profile

• Licensed attorney preferred, though substantial estate planning experience without a law degree will be considered.
• Demonstrated experience working in an estate planning practice.
• Strong written and verbal communication skills.
• Excellent organizational abilities and attention to detail.
• Ability to manage multiple priorities and meet deadlines.

Required skills

• WealthDocs (advanced proficiency preferred).
• Microsoft Office Suite.
• Legal document management software (if applicable).

What we offer

• Full‑time remote work.
• Payment in USD or local currency, based on candidate preference.