Virtual Executive Legal Assistant / Estate Planning & Probate Paralegal

About the Role

We are looking for a highly organized, proactive Virtual Executive Legal Assistant / Paralegal to support our attorney and paralegal team.
This is a client-facing role that blends estate planning and probate support, executive assistance, client communication, lead follow-up, calendar management, CRM upkeep, and marketing coordination. We're looking for someone who takes initiative — who monitors what needs to happen next, follows up consistently, and makes sure nothing falls through the cracks.

What You'll Do
Client Communication: Handle client email s and calls, provide status updates, chase missing documents/signatures, and keep everything documented in MyCase.
Lead & Consultation Follow-Up: Respond to new leads promptly, manage intake, schedule consultations, and nurture prospects — including those who don't retain the firm right away.
Estate Planning Support: Assist with intake, questionnaires, and document drafting workflows (wills, trusts, POAs, healthcare directives) under attorney/paralegal supervision.
Probate & Estate Administration Support: Open and organize new matters, track deadlines, gather documents, and flag inactive matters.
Calendar & Workflow Management: Own the firm's deadlines, appointments, and recurring tasks — and flag what's coming up well in advance.
MyCase CRM Management: Keep client/lead records, tasks, and notes accurate and current.

Email Marketing (Levitate.ai): Plan and schedule client and referral-partner campaigns around estate planning reminders, reviews, and firm updates.
Referral Partner Relationships: Track and grow relationships with financial advisors, CPAs, senior living communities, and other referral sources.
Executive Support: General calendar, email , and project support for the attorney — including proactively (and respectfully) reminding them of what needs attention.

What We're Looking For
Prior experience working remotely for a US-based law firm — required
Estate planning and/or probate experience — strongly preferred
Excellent spoken and written English, with confidence speaking to US clients by phone
Strong organizational skills, attention to detail, and follow-through
Comfortable managing multiple matters independently and knowing when to escalate
Experience with legal CRM/case-management software
Reliable internet and a professional remote work setup
Availability to substantially overlap with US Eastern Time business hours

Nice to have: WealthCounsel, MyCase, Levitate.ai, North Carolina estate planning/probate experience (a bonus, not a requirement)

Who Thrives Here
Warm, personable, and professional — confident on the phone and comfortable asking questions. Someone who doesn't wait to be told what to do, but notices what's outstanding, follows up, and keeps the team informed. Able to take feedback and work well within a small, collaborative team.
Please note: this role supports the firm's legal team but does not involve providing legal advice or making legal decisions — all legal questions are escalated to the attorney or paralegal.

How to Apply:
1. Email your updated CV to ---------- with the subject:
Legal Executive VA / Estate Planning and Probate Paralegal