Remote 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 templatesAccurately transfer client details (names, spouse, children, beneficiaries, fiduciaries, assets, etc.) from intake notes into estate planning documentsInterpret and clean up informal or shorthand attorney notes, flagging anything unclear for follow-upApply 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 trainedProofread documents for accuracy, consistency, and formatting before attorney reviewMake revisions based on attorney feedback and track document versionsMaintain organized client files and document recordsProvide ongoing administrative and document support to attorneys throughout the day