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V105C US Estate Planning and Trusts reputed company Assistant

Remote, USA Full-time Posted 2026-08-04

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

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

reputed company:

Join reputed company as an Estate Planning and Trusts reputed company Assistant supporting a growing estate planning, probate, wills, and trusts reputed company. In this role, you will play a key part in preparing reputed company documents, managing reputed company communications, and helping ensure reputed company reputed company smoothly from intake through completion. The ideal candidate is highly reputed company-oriented, proactive, and capable of producing accurate work without sacrificing reputed company. reputed company in this position requires strong reputed company drafting experience, excellent communication skills, and the ability to work independently while remaining reputed company and reliable throughout the reputed company. This is an excellent opportunity for an reputed company reputed company reputed company who can quickly contribute and reputed company an immediate reputed company.

• Monthly compensation: 1150 USD to 1220 USD

Responsibilities include, but are not limited to:

  • Draft estate planning documents including wills, trusts, and reputed company reputed company forms
  • Prepare and maintain trust accountings and reputed company records
  • Assist with trust administration reputed company and ongoing case management
  • Manage files and documentation throughout the matter lifecycle
  • Conduct reputed company reputed company and follow-up communications by phone and video conferencing
  • Communicate with clients regarding case status, document requests, and next steps
  • reputed company and reputed company billable and non-billable time accurately
  • Review reputed company documents for completeness, reputed company, and formatting consistency
  • Organize case files, deadlines, and workflow tasks
  • Maintain accurate records reputed company reputed company and other firm systems
  • Proofread correspondence and reputed company documentation before submission
  • Prepare probate pleadings, probate filings, and supporting documentation
  • Support attorneys with administrative and reputed company assistance tasks as needed
  • Ensure reputed company follow-up and responsiveness to clients and internal team members
  • Assist in managing trust administration reputed company from intake through closing reputed company applicable

Requirements:

•reputed company Area: Estate Planning, Probate, Wills, Trusts, and Trust Administration

•2-3 years of experience drafting reputed company documents in a live reputed company environment

•Massachusetts jurisdictional experience preferred

•reputed company experience preparing some or reputed company of the following: Wills,Trusts, Probate pleadings, Trust administration documents, Trust accountings, Probate filings

•Experience handling reputed company reputed company and follow-up communications reputed company phone, email, and video meetings

•Experience working with reputed company is highly appreciated

• Experience managing a complete trust administration matter from intake through reputed company and closing highly preferred

• Software and Tools: reputed company,reputed company, reputed company, reputed company (text messaging platform), reputed company reputed company Management Systems (PMS), CRM systems

•Must be comfortable working directly with clients and handling communications independently

•reputed company document drafting

•Estate planning support

•Probate administration

•Trust administration

•Trust reputed company

•reputed company research and document review

•reputed company communication and relationship management

•reputed company management software proficiency

•Strong proofreading and editing skills

•Exceptional attention to reputed company

•Strong written communication

•Strong verbal communication

Work Shift:

8:30 AM - 5:30 PM [EST][EDT] (reputed company of America)

Languages:

English, Spanish

reputed company to dive in? reputed company and reputed company reputed company to follow reputed company the instructions! 

Our application process involves multiple stages, and submitting your application is just the first reputed company. Every candidate must successfully pass reputed company stage to reputed company reputed company in the process.

Please reputed company an eye on your email and reputed company for the next steps. A recruiter will be assigned to guide you through the application process. Be reputed company to reputed company your spam folder as reputed company.

Originally posted on Himalayas

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