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Legal Assistant for a Law Firm in the US (Home Based Full Time)

icon building Company : Virtual Coworker
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Legal Assistant for a Law Firm in the US (Home Based Full Time)




• Convert the attorney’s unformatted meeting notes into polished, client-ready documents using the firm’s formatted Word templates




• Accurately transfer client details (names, spouse, children, beneficiaries, fiduciaries, assets, etc.) from intake notes into estate planning documents




• Interpret and clean up informal or shorthand attorney notes, flagging anything unclear for follow-up




• Apply the firm’s drafting rules and conditional logic (e.g., adding or adjusting language for married couples, joint vs. individual plans, children, etc.)




• Draft and prepare wills, trusts, and related estate planning documents, including in WealthCounsel once trained




• Proofread documents for accuracy, consistency, and formatting before attorney review




• Make revisions based on attorney feedback and track document versions




• Maintain organized client files and document records




• Provide ongoing administrative and document support to attorneys throughout the day






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