Estate Planning Paralegal – Funding Support

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

📋 Description

• Prepare funding documents utilizing HotDocs automation software along with various templates.

• Examine documents, emails, and other communications to ensure precision and completeness.

• Participate in weekly team meetings and training sessions via Microsoft Teams and Zoom.

• Assist the Funding Team with various administrative duties.

• Correspond with clients through email or text as necessary.

• Arrange client appointments, send reminders, and follow up on any appointments that are unscheduled or rescheduled.

• Keep electronic client files well-organized.

• Update client details in Actionstep.

• Track the progress of assignments and report conflicts to the appropriate paralegal or attorney.

• Ensure effective and efficient usage of estate planning software.

• Recognize training requirements and coordinate training sessions.

• Identify system issues and collaborate with the System Administrator to find solutions.

• Utilize computers and relevant software in accordance with company best practices.

• Engage in training programs and embrace new computer skills and operational techniques.

• Handle equipment and software with care while monitoring for cybersecurity threats.

• Review the upcoming calendar to strategize for deadlines.

• Monitor funding matters and highlight stalled or incomplete tasks.

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

• Collaborate with the internal team to ensure timely service delivery and fulfill client expectations.

⛳️ Requirements

• Exceptional attention to detail.

• Previous experience in drafting and proofreading legal documents and utilizing drafting templates.

• Advanced understanding of English grammar and punctuation.

• Proficient spoken and written English skills.

• Familiarity with Microsoft Word.

• Strong writing and communication abilities.

• Capability to use Microsoft Outlook, Microsoft Teams, and Zoom.

• Self-motivated individual who can work autonomously, prioritize tasks, and address issues effectively.

• Must be an attorney in the Philippines; passing the bar exam is not a prerequisite.

• Must have graduated successfully from law school.

• Maintain strict confidentiality when managing personal and financial client information.

• Knowledge of American culture and customs is advantageous.

• A minimum of three years of paralegal experience, preferably in Estate Planning (desirable).

• Experience in drafting and reviewing wills, trusts, deeds, and entities (desirable).

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

🏝️ Benefits

• Work-from-home arrangement.

• 40-hour work week.

• Secure legal employment through Employer of Record services.

• Competitive compensation package.

• Flexible remote/global work opportunities.

• Opportunities for career advancement.

• Supportive team environment.

• Inclusive and diverse workplace.

• Training programs for acquiring new computer skills and operational methods.