Estate Planning Legal Assistant - Remote

Overview

We are looking for a highly organized and detail-oriented Virtual Legal Assistant to support a busy legal practice, primarily focused on estate planning and mortgage processing.

In Short

• Provide day-to-day operational support to the attorney.
• Assist with estate planning support and document management.
• Perform legal administrative functions and client intake.
• Draft legal documents and estate planning forms.
• Conduct client intake and verify information.
• Perform data entry with high accuracy.
• Support mortgage processing tasks as needed.
• Manage schedules and administrative workflows.
• Maintain confidentiality and compliance with legal standards.
• Proficient in required legal tools and software.

Requirements

• Highly organized and detail-oriented.
• Experience in legal administrative tasks.
• Proficiency in Google Suite and other legal software.
• Ability to maintain confidentiality.
• Strong communication skills.
• Willingness to learn new tools and software.
• Ability to manage multiple tasks efficiently.
• Understanding of estate planning and mortgage processes.
• High level of accuracy in data entry.
• Availability to work 8AM - 5PM EST.

Benefits

• Work from home flexibility.
• Supportive team environment.
• Opportunity to grow in the legal field.
• Exposure to various legal processes.
• Training on required tools and software.