Job Description

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.

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