Estate Planning Legal Administrative Support

Job Duck

. Follow up with prospective clients and leads .

Posted 9/30/2026full-timeRemoteJunior💰 $1,150 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning document drafting, probate and trust administration, and client relationship management. Proficient in maintaining organized digital client files and effective communication in both English and Spanish.

Highest-signal resume keywords

Estate Planning Document DraftingWealthCounsel ExperienceClient Relationship ManagementProbate And Trust Administration KnowledgeAdvanced English Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate Planning Document DraftingProbate And Trust AdministrationEmail ManagementDocument ManagementLegal SupportClient CommunicationLead Follow-UpDigital File MaintenanceCritical ThinkingProblem-Solving

Soft Skills

Strong Attention To DetailExcellent Time ManagementProfessional CommunicationAdaptabilityDependable Work Ethic

Tools & Technologies

WealthCounselRingCentral

Industry Keywords

Legal AssistantLegal Support RoleEstate PlanningElder LawMedicaid Matters

About the role

Key responsibilities & impact

Follow up with prospective clients and leads
Ensure legal records and client information remain organized and updated
Collaborate with team members to support operational efficiency and firm growth
Maintain confidentiality of client and firm information
Contact clients regarding documentation, updates, and requests
Support phone communications and client interactions
Assist with case-related administrative activities
Manage and organize incoming and outgoing email communications
Save, maintain, and organize client files and legal documentation
Draft estate planning documents
Provide general administrative assistance
Assist attorneys and team members with administrative and legal support tasks
Support estate planning, probate and trust administration, elder law, and Medicaid matters
Use WealthCounsel and RingCentral

Requirements

What you’ll need

Minimum of 1 year of experience as a legal assistant, or in a legal support role and/or related Bachelor's degree in legal studies
Advanced/native-level English skills (both written and spoken)
Estate planning drafting experience is strongly preferred
Experience using WealthCounsel is highly preferred
Experience with client communication and lead follow-up
Ability to maintain accurate digital client files and documentation
Estate planning document drafting
Probate and trust administration knowledge
Strong written and verbal communication skills
Client relationship management
Email management and organization
Document management and file maintenance
Ability to follow instructions and implement feedback effectively
Strong attention to detail
Excellent time management skills
Efficient and productive work habits
Professional and friendly communication style
Critical thinking and problem-solving skills
Ability to work independently in a remote environment
Adaptability and willingness to learn
Dedicated and dependable work ethic
High level of accountability
Ability to work 9:00 AM–6:00 PM EST/EDT
English and Spanish languages

Benefits

Comp & perks

Remote work opportunity
Monthly compensation
Monday through Friday schedule
Recruiter guidance through the application process