Probate and Trust Administration Paralegal

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

📋 Description

• Examine documents, emails, and various communications for precision and thoroughness

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

• Assist the Probate Team with administrative responsibilities

• Engage with clients via email or text when necessary

• Organize client appointments, send reminders, and follow up on any unscheduled or rescheduled meetings

• Keep electronic client files well-organized

• Update client data in Actionstep

• Track assignment progress and escalate issues to the designated paralegal or attorney

• Ensure effective and efficient software utilization

• Recognize training requirements and facilitate proper arrangements

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

• Utilize computers and appropriate software in line with company best practices

• Take part in training programs to acquire new computer skills and operational techniques

• Practice careful equipment and software use while monitoring for cybersecurity threats

• Review upcoming calendars to prepare for deadlines

• Monitor matter status and highlight stalled or incomplete tasks

• Dispatch client text reminders using firm software

• Draft estate administration documents, such as Authorizations and Releases, Affidavits of Trust, and Letters of Instruction to Financial Institutions

• Personalize closing letters for estate administration portfolios

• Conduct online searches for real property deeds and financial institution contact details

• Analyze bank statements to compile preliminary asset schedules

• Communicate effectively with Probate Team members

• Aid in the creation of estate administration document templates

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

⛳️ Requirements

• Must be a graduate of a law school in the Philippines and an attorney in the Philippines; bar exam passage is not required

• Exceptional attention to detail

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

• Proficient understanding of English grammar and punctuation

• Strong spoken and written English skills

• Familiarity with Microsoft Word

• Excellent writing and communication abilities

• Experience with Microsoft Outlook, Microsoft Teams, and Zoom

• Knowledge of American culture and customs is a plus

• Self-motivated and capable of working independently, prioritizing tasks, and resolving issues

• Adherence to strict confidentiality when managing personal and financial client information

• Three years of paralegal experience, ideally in Estate Planning or Probate (preferred)

• Helpful experience in drafting and reviewing wills, trusts, deeds, and entities

• Familiarity with HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or equivalent software is a plus

🏝️ Benefits

• Work-from-home arrangement in the Philippines

• Secure legal employment through Employer of Record services

• 40-hour work week

• Supportive team collaboration

• Inclusive and diverse workplace

• Opportunities for career growth

• Fully supported hiring and onboarding process