Our client is seeking a highly detail-oriented Legal Assistant / Junior Paralegal to support a U.S.-based estate planning and trust administration practice.
This is a client-facing (email-based) role focused on document drafting support, revision management, and signing coordination, with a clear growth path into junior paralegal support for attorney workflows.
This role is ideal for someone who is process-driven, accurate, reliable, and comfortable working strictly from SOPs.
Key Responsibilities (Phase 1 – First 6 Months)
Client Communication (Email Only)
* Serve as the primary client contact via email during drafting, review, and post-signing stages
* Follow up on drafts, revisions, approvals, and outstanding client "homework."
* Copy internal team members on all client communications
* Escalate substantive or legal questions to the team
Drafting & Document Support
* Review asset information and prepare drafting notes
* Draft ancillary estate planning documents, deeds, and supporting materials
* Revise documents strictly per attorney's or supervisor's instructions
Draft Review & Revision Management
* Build and maintain client draft folders in secure document vaults
* Prepare and send draft review emails using firm templates
* Track revision status and upload client feedback accurately
Pre-Signing Support (No Signings)
* Build signing packages in e-signature platforms (e.g., Proof, DocuSign)
* Send transactions to clients and monitor completion
* Confirm all documents are uploaded correctly prior to signing
* Notify the internal team once signing is completed
Post-Signing & Funding Support
* Prepare finalized PDFs and executed document folders
* Finalize Certificates of Trust
* Send deeds for recording and notify clients accordingly
Growth Track (After ~6 Months)
* Sit in on attorney-client meetings
* Enter and manage client data in Wealth Counsel (training provided)
* Prepare post-meeting and follow-up emails
* Act as a dedicated junior paralegal support for the attorney
Required Qualifications
* Minimum 2 years of experience supporting U.S. law firms as a Legal Assistant or Junior Paralegal
* Advanced Microsoft Word skills (Track Changes, formatting, pagination)
* Experience handling legal documents, revisions, and version control
* Strong professional written English for client-facing communication
* Experience working with case management systems (Clio or similar)
* Ability to follow SOPs, templates, and structured workflows precisely
* Comfortable working US business hours on a long-term basis
Estate planning experience is preferred but not required; accuracy, trainability, and reliability are essential.