V105 - Estate Planning Virtual Assistant

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

This position offers an opportunity to play a vital role in a growing estate planning practice by supporting the creation of high-quality, client-ready legal documents. As an Estate Planning Virtual Assistant at Job Duck, you will focus on drafting, reviewing, and maintaining estate planning documents while ensuring files move smoothly through structured workflows. This role is ideal for someone who enjoys precision-driven work, thrives in systems, and takes ownership of deliverables from start to finish. You will work closely with attorneys and internal team members, contributing directly to document quality, efficiency, and overall client experience. Success in this role comes from consistency, accountability, and a strong commitment to accuracy.

• Monthly Compensation Range: From 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• Draft estate planning documents using firm provided software and templates

• Prepare wills, trusts, powers of attorney, and advance directives with accuracy

• Implement attorney revisions accurately and within expected timelines

• Maintain organized file structures, naming conventions, and version control

• Provide regular status updates on assigned drafting work

• Review and proofread legal documents for completeness, formatting, and consistency

• Track drafting status and ensure timely movement of files to attorney review

• Identify missing or unclear information and flag issues promptly

• Participate in weekly team meetings via video conference

• Support light administrative legal tasks and workflow improvements as needed

Requirements:

• 1-2 years of experience working as a legal assistant or paralegal in a law firm required
• Strong document drafting skills are a must
• Experience in estate planning law strongly preferred
• Excellent written and verbal communication in both English and Spanish
• Exceptional attention to detail
• Strong organizational and time management skills
• Process-oriented and systems-focused mindset
• Ability to manage multiple matters with consistency and accuracy
• Professional judgment, discretion, and confidentiality
• Ability to work independently with minimal supervision
• Proactive and solution-oriented approach to work
• Team-oriented and collaborative work style
• High level of integrity and accountability

• Location and timezone: Remote, Eastern Standard Time (EST)
• Working Hours: Monday to Friday
• Expected call volume: Light (0-5 calls per day)
• Software and Tools Required:
- CRM: MyCase, Clio, or similar systems
- VOIP: RingCentral or similar
- Other: Zoom, Microsoft Word, Adobe Acrobat, Google Drive, comfortable with AI tools and legal drafting systems

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.