Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.
Collaborate with financial advisors and internal team members across all 50 states to deliver sophisticated estate plans.
Hargrove Firm is a national estate planning and tax law firm serving individuals and families across all 50 states through a modern, technology-enabled legal platform. The firm is growing and offers a collaborative, client-focused culture with no billable-hour requirement.
Prepare, draft, and organize estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
Draft probate petitions, pleadings, notices, inventories, and court filings to support attorneys.
Communicate with clients, beneficiaries, and institutions while managing case deadlines and maintaining digital files.
US Legal provides estate planning and probate legal support to attorneys and clients in the United States. The company operates with a remote team, emphasizing precision, organization, and clear communication.
Serve as the first point of contact for prospective clients, delivering empathetic intake support and accurate messages.
Manage phone coverage, scheduling, and client follow-up using Clio, Clio Grow, and VoIP systems.
Grow from administrative support into broader operational responsibilities like lead qualification and client care.
Commonwealth Life & Legacy Counsel is a Virginia estate planning law firm offering elder law, fiduciary litigation, and special needs planning. It is family-oriented and committed to authenticity, reliability, and competence.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Advise private clients on complex estate planning, wills, trusts, and succession matters.
Guide clients through probate, letters of administration, and estate administration.
Apply senior technical expertise to improve legal offerings and leverage technology and AI for efficiency.
Axiom is a global alternative legal services provider delivering on-demand legal talent, secondments, and AI-enabled legal services to in-house legal departments. They employ over 14,000 legal professionals across North America, the UK, Europe, and APAC, fostering a flexible and inclusive culture.
Lead comprehensive case intake conversations with attorneys and develop targeted expert witness search strategies.
Manage end-to-end client engagements, ensuring timely delivery and exceptional quality of all deliverables.
Build and maintain strong relationships with attorney clients, presenting findings and recommendations to key stakeholders.
Expert Institute is a leading expert consulting and insights platform that helps plaintiff firms win more cases. Founded in 2010, they have supported over 5,000 firms nationwide and deliver solutions through their SaaS platform Expert iQ.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Provide essential administrative support to a US-based legal practice, organizing files and preparing documentation.
Conduct 16–30 client calls daily to follow up on documentation, confirm appointments, and clarify requirements.
Track outstanding items, maintain case notes, and prepare end-of-day reports to ensure deadlines are met.
Jobgether is an AI-powered job platform that matches candidates with hiring companies. The hiring partner is a US-based legal practice offering a fully remote, professional, and client-focused work environment.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Oversee service quality, client communication, and delivery for conflicts managed services clients.
Lead and develop engagement managers and supervisors, including hiring, coaching, and performance management.
Drive modernization of conflicts processes using Intapp Conflicts, automation, and data-driven improvements.
Harbor provides expert services across strategy, legal technology, operations, and intelligence for law firms and corporations. With over 900 professionals, Harbor fosters a culture of deep knowledge, collaboration, and a commitment to shaping the future of the legal industry.
Coordinate and manage deposition scheduling requests, ensuring all logistical details are accurate and confirmed.
Handle complex, high-priority scheduling and rescheduling requests while keeping all parties informed.
Maintain detailed records and provide administrative support to Account Managers for a personalized client experience.
A fast-growing technology company specializing in court reporting and litigation support services. They foster a collaborative, technology-driven remote culture with a focus on exceptional client service.
Manage and coordinate the distribution of settlement funds to clients and involved parties.
Review settlement agreements, confirm accurate disbursements, and maintain detailed records of all transactions.
Ensure compliance with legal, financial, and ethical standards while troubleshooting distribution issues.
Meirowitz & Wasserberg, LLP is a trial law firm helping injured people get justice, representing only individuals, not corporations. The firm has multiple offices nationwide and looks for colleagues who share its passion for making a difference.
Support corporate governance processes, including Board of Directors and Committee efforts.
Manage entity maintenance, subsidiary records, and compliance filings.
Assist with Section 16 filings, D&O questionnaires, and cross-functional legal projects.
TerrAscend is a leading TSX-listed cannabis company with operations across North America, including cultivation, processing, manufacturing, and retail dispensaries. It is a growing, fast-paced organization where employees collaborate with talented teams and have opportunities to grow their careers.
Oversees day-to-day operations of the Conflicts Department, ensuring timely and accurate completion of conflicts requests.
Directly supervises Conflicts Supervisor and staff, including coaching, mentoring, and performance management.
Partners with Conflicts Attorneys and Firm leadership on complex conflicts matters and operational initiatives.
Lewis Brisbois is a full-service AmLaw 100 firm providing a wide range of legal services. The firm offers a collaborative team environment with excellent opportunities for growth and advancement.
Provide day-to-day administrative support to a US-based legal team.
Manage client communications, case files, calendars, and court logistics.
Maintain confidentiality and support deadline tracking and follow-ups.
A US-based legal firm is hiring a Legal Assistant to provide administrative support remotely from Brazil. The company offers a long-term career focus, professional development, and a supportive team environment.