Estate Planning Legal Drafter

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Prepare estate planning documents such as wills, trusts, powers of attorney, advance healthcare directives, and deeds.

• Tailor documents utilizing firm templates and client information under the guidance of attorneys.

• Work alongside attorneys to draft and amend documents as necessary.

• Engage with clients to provide updates on case status, document drafts, and subsequent steps.

• Address client inquiries via phone calls, emails, and portal messages.

• Arrange and confirm signing appointments as well as follow-up meetings.

• Prepare for and attend client signing meetings when requested.

• Open, organize, and sustain both physical and digital case files.

• Upload client documents into the case management software.

• Monitor case timelines and deadlines, notifying attorneys of necessary actions.

• Oversee estate planning matters through consultation, drafting, review, signing, and finalization.

• Maintain contact information, notes, tasks, and document uploads within the case management system.

• Conduct limited legal research under the direction of an attorney.

• Assist in assembling complex trust packages.

• Collaborate with intake, administrative, and legal assistant teams.

• Report on progress or challenges to team leaders or attorneys.

• Scan and organize signed documents effectively.

• Create post-signing estate planning binders.

• Record deeds with county offices and monitor recording confirmations.

• Collaborate with the internal team to ensure prompt service delivery and meet client expectations.

⛳️ Requirements

• Exceptional attention to detail and strong organizational skills.

• Excellent written and verbal communication skills.

• Professional, empathetic demeanor with a focus on client service.

• Proficient in Microsoft Word, Outlook, and Excel applications.

• Ability to prioritize and manage multiple tasks in a dynamic environment.

• Legal knowledge is considered a plus.

• A college education is preferred but not mandatory.

• Familiarity with estate planning is advantageous.

• Must be available to work a maximum of 40 hours per week, Monday through Friday, from 8:00 am to 5:00 pm Eastern time, including a one-hour lunch break.

🏝️ Benefits

• Flexible work-from-home arrangement.

• Secure legal employment facilitated through RecruitGo’s Employer of Record services.

• Competitive compensation packages.

• Opportunities for real career advancement.

• Collaborative and supportive team environment.

• Commitment to an inclusive and diverse workplace.

• Comprehensive support throughout the hiring process, from application to onboarding.