Estate Planning Legal Assistant

Job Title: Estate Planning legal assistant Assistant Schedule: 8AM - 5PM EST Client's Industry: Legal Client Business Overview: Central Jersey law firm specializing in estate planning, real estate and tax law. Meet our experienced, award-winning legal team. We are looking for a highly organized and detail-oriented Virtual Legal Assistant to support a busy legal practice, primarily focused on estate planning and mortgage processing. The ideal candidate will assist with day-to-day administrative tasks, legal drafting, client management, and data handling to ensure smooth and efficient operations. Key Responsibilities Top 3 Core Tasks: 1. Provide day-to-day operational support to the attorney, ensuring tasks are managed and executed efficiently. 2. Assist with estate planning support, including preparing, organizing, and managing related documents. 3. Perform legal administrative functions, including drafting documents, processing data, and managing client intake. Additional Responsibilities: 1. Prepare and draft legal documents, estate planning forms, and related paperwork. 2. Conduct client intake, ensuring all information is gathered, verified, and properly documented. 3. Perform data entry with a high level of accuracy. 4. Support mortgage processing tasks as needed. 5. Manage schedules, follow-ups, and administrative workflows. 6. Maintain confidentiality and ensure compliance with legal office standards. Required Tools & Software The candidate must be proficient or willing to be trained in the following platforms: 1. Interactive Legal 2. Trustate (Website) 3. Arive LOS 4. Google Suite (Docs, Sheets, Drive, Gmail, Calendar, etc.)