Legal Assistant

Job Description

REQUIREMENTS

• 1–3 years of experience in a legal assistant, administrative assistant, document specialist, or similar support role.
• Estate planning or law firm experience preferred but not required.
• Strong proficiency with Microsoft Office Suite, particularly Word and Outlook.
• Experience managing calendars, documents, and administrative workflows.
• Excellent organizational skills and attention to detail.
• Ability to handle confidential information with discretion.
• Strong written communication and proofreading skills.
• Ability to work independently in a fast-paced remote environment.

RESPONSIBILITIES

• Prepare, format, proofread, and assemble estate planning documents and related correspondence.
• Maintain accurate client records, matter files, and document databases.
• Enter and update information within case management and document management systems.
• Coordinate meetings and manage calendars for attorneys and internal team members.
• Track document status, signatures, and completion of required administrative tasks.
• Prepare client files for attorney review and document execution.
• Organize electronic files and ensure documents are properly stored and maintained.
• Assist with routine follow-up communications regarding document collection, signatures, and scheduling.
• Support attorneys with administrative tasks, document preparation, and workflow management.
• Monitor assigned tasks and deadlines to help ensure timely completion of client matters.
• Complete other administrative and legal support duties as assigned.

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