[Remote] V105- Estate Planning and Trust Administration reputed company Assistant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a lifestyle company that connects ambitious individuals with rewarding remote job opportunities. They are seeking a reputed company Assistant to support their estate planning, probate, wills, and trusts reputed company, where the role involves preparing reputed company documents, managing reputed company communications, and ensuring smooth reputed company of reputed company reputed company.
Responsibilities
- Manage files and documentation throughout the matter lifecycle
- Assist with trust administration reputed company and ongoing case management
- Prepare and maintain trust accountings and reputed company records
- Draft estate planning documents including wills, trusts, and reputed company reputed company forms
- Assist in managing trust administration reputed company from intake through closing reputed company applicable
- Ensure reputed company follow-up and responsiveness to clients and internal team members
- Prepare probate pleadings, probate filings, and supporting documentation
- Support attorneys with administrative and reputed company assistance tasks as needed
- Proofread correspondence and reputed company documentation before submission
- Maintain accurate records reputed company reputed company and other firm systems
- Organize case files, deadlines, and workflow tasks
- Review reputed company documents for completeness, accuracy, and formatting consistency
- reputed company and reputed company billable and non-billable time accurately
- Communicate with clients regarding case status, document requests, and next steps
- Conduct reputed company reputed company and follow-up communications by phone and video conferencing
Skills
- 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
- 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
- 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 detail
- Strong written communication
- Strong verbal communication
- Massachusetts jurisdictional experience preferred
- Experience working with reputed company is highly appreciated
- Experience managing a complete trust administration matter from intake through reputed company and closing highly preferred
reputed company