Estate Planning Paralegal

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

📋 Description

• Assist a vibrant legal team in the preparation and management of crucial estate planning documents including wills, trusts, and deeds.

• Establish electronic client files and manage contacts/matters within Actionstep.

• Compose and dispatch introductory emails to clients.

• Aid in the preparation for the drafting of estate planning documents.

• Provide support to fellow team members within the firm.

• Engage in email communication with clients as necessary: verifying name spellings and acquiring missing contact details.

• Review drafted estate planning documents to ensure accuracy.

• Maintain effective communication with other paralegals, clients, and attorneys.

• Monitor and update the status of drafted documents through Smartsheets.

• Track the progress of assignments and alert the responsible attorney about any conflicts.

• Ensure the efficient and effective utilization of estate planning software.

• Identify training requirements and coordinate the necessary arrangements.

• Audit signed documents for accuracy and report any discrepancies to the appropriate notary.

• Send text reminders to clients using the firm’s software.

⛳️ Requirements

• Exceptional attention to detail.

• Previous experience in drafting and proofreading legal documents, along with the use of drafting templates, is essential.

• Proficient understanding of English grammar and punctuation.

• Experience with Microsoft Word.

• Strong writing abilities and effective communication skills.

• Familiarity with American culture and customs.

• Self-motivated and capable of working independently, prioritizing tasks, and solving problems.

• Must be an attorney in the Philippines; while passing the bar exam is not a requirement, successful graduation from law school is mandatory.

• A minimum of three years of experience as a paralegal, preferably in Estate Planning.

• Experience in drafting and reviewing wills, trusts, deeds, and entities is highly beneficial.

• Familiarity with HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or equivalent software.

🏝️ Benefits

• Work-from-home opportunity in the Philippines.

• 40 hours of work per week.

• Regular working hours from 3:00 PM to 12:00 AM Philippine Time.

• A variety of challenges.

• Team collaboration.

• Commitment to inclusivity.