Estate Planning Paralegal

Outsourced Global Staff; Philippines; Remote; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Home-based role

Competitive salary

Job summary

Outsourced.ph in the Philippines is seeking a remote Estate Planning Document Drafter to support attorneys in a distributed legal team.

You will draft estate plans, grants and deeds, manage a large caseload, and work on a Monday–Friday night schedule with a 20 Mbps internet requirement.

Qualifications

• 3+ years experience drafting estate plan documents.
• Wealth Counsel experience preferred but not required.
• Drafting software experience required.
• Probate and Trust Administration experience nice to have but not required.

Responsibilities

• Draft estate plan documents using Wealth Counsel and the law firm’s preferred structures and language.
• Draft grant deeds and attendant real property documents.
• Draft business assignments after reviewing business operating agreements.
• Manage a large caseload.

Skills

Estate drafting

Time management

Attention to detail

Tools

Wealth Counsel

Clio

Job description

Job Summary

Draft estate planning documents, wills, trusts, and deeds while supporting attorneys in a remote legal team.

Job Description

About Us

Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.

Responsibilities

1. Draft estate plan documents using Wealth Counsel and the law firm’s preferred structures and language
2. Draft grant deeds and attendant real property documents
3. Draft business assignments after reviewing business operating agreements
4. Manage a large caseload

Matrix of Tasks

Daily

• Review estate planning assignments and prioritize work load
• Complete estate plan drafts
• Draft deeds, assignments, and other funding documents
• Revise estate planning documents at the direction of the attorneys or lead paralegal

Weekly

• Provide status updates to lead paralegal and attorneys

Education & Experience

• 3+ years experience drafting estate plan documents
• Wealth Counsel experience preferred but not required
• Drafting software experience required
• Probate and Trust Administration experience nice to have but not required

Key Performance Indicators & Scorecard

• Estate plans are drafted within one week of “ready to draft” date
• Respond to all team communications within 24 (business) hours
• Keep team (attorneys and lead paralegal) informed of progress
• Minimal errors in client documents
• 100% of time entries are recorded in Clio by the end of each business day

Work Arrangement: Home-Based
Work Schedule: Monday -Friday -11pm - 8am
Must Have atleast 20mbps internet connection