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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in drafting legal documents such as wills, trusts, and probate pleadings, while managing trust administration matters and maintaining accurate records within legal practice management systems. Proficient in client communication and relationship management, ensuring timely follow-up and responsiveness.
Highest-signal resume keywords
Legal Document DraftingTrust AdministrationClio ProficiencyClient CommunicationProbate Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Legal Document DraftingTrust AdministrationProbate AdministrationTrust AccountingLegal ResearchDocument ReviewEstate Planning SupportProofreadingEditingAttention to Detail
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationClient Relationship Management
Tools & Technologies
ClioVonageOutlookConnectLegal Practice Management SystemsCRM Systems
Industry Keywords
Massachusetts JurisdictionEstate PlanningProbate FilingsTrust AccountingsClient Outreach
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification workplace culture