Remote Legal Intake & Admin Assistant — Texas Estate Planning Law Firm

Posted 3 weeks ago

Worldwide

Summary

Gasper Law is a Texas estate planning law firm helping families create peace of mind through wills, trusts, powers of attorney, and related planning. We are looking for a warm, reliable, detail-oriented remote assistant to help with client intake, scheduling, email/admin support, and light CRM updates. This role is a good fit for someone who is organized, client-friendly, careful with confidential information, and comfortable following written processes. We are open to experienced candidates in Central America, South America, and Latin America. Spanish-English bilingual ability is strongly preferred, especially for intake and administrative communication. This is not a traditional high-volume law firm role. Our client experience is warm, clear, inclusive, and organized. We serve families across Texas, including LGBTQ+ families, chosen family, blended families, and Spanish-speaking families. We want someone who can help potential clients feel cared for while keeping our internal systems accurate and moving. Primary responsibilities may include: * Responding to new client inquiries using approved templates * Helping schedule Peace of Mind Planning Sessions * Monitoring intake forms and making sure information is complete * Updating client records in our CRM * Organizing and tagging emails/messages * Sending client reminders and follow-up messages * Tracking open admin tasks * Helping keep intake and client communication organized * Flagging urgent or unclear items for attorney/team review You may be a good fit if you are: * Highly organized and detail-oriented * Warm, professional, and client-friendly in writing * Strong in written English * Fluent or highly comfortable in Spanish and English * Comfortable working remotely and following written processes * Able to protect confidential information * Good at asking clarifying questions before guessing * Comfortable using cloud-based tools, CRMs, shared inboxes, and scheduling tools * Reliable with deadlines and follow-through * Calm and kind when communicating with people who may feel overwhelmed Preferred experience: * Client intake, customer support, or administrative support experience * Prior law firm or professional services experience * Experience with estate planning, probate, or legal intake is helpful, but not required * Experience with Gmail or shared inboxes, CRM systems, scheduling tools, task tools, or client portals * Spanish-English bilingual communication experience Important boundaries: This role does not involve giving legal advice, explaining legal strategy, drafting estate plans independently, or making legal recommendations to clients. All legal questions and estate-planning explanations must be escalated to the attorney. Budget and schedule: This will begin as a paid trial project at up to $15/hour, with the possibility of ongoing part-time contract support if it is a strong fit. We expect this to start as a limited-scope role focused on intake, scheduling, communication, and admin follow-through. To apply, please send: 1. A brief summary of your relevant experience 2. Your availability and preferred weekly hours 3. Your hourly rate 4. Your location/time zone 5. Whether you are fluent in Spanish and English 6. A short sample response to this potential client message: “I’ve been meaning to do my estate planning, but I’m overwhelmed and don’t know where to start.” In your response, please do not give legal advice. Focus on making the person feel supported and helping them take the next step.

  • Not Sure
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $8.00

    -

    $15.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Email Support
Inbound Inquiry
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Hires:
    2
  • Interviewing:
    7
  • Invites sent:
    22
  • Unanswered invites:
    8
About the client
Member since May 15, 2023
  • United States
    Dallas10:03 PM
  • $2.5K total spent
    16 hires, 11 active
  • 198 hours

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