Estate Planning Paralegal

RecruitGo; Quezon City; Remote; PHP 400,000 - 600,000; Full time

Job summary

A leading Employer of Record company is seeking an Estate Planning Paralegal. This remote position offers a salary range of PHP 44,000 to PHP 53,000, with responsibilities including drafting legal documents and managing client communications. Applicants must be detail-oriented, possess strong writing skills, and have graduated from law school. Join a collaborative and inclusive team in Quezon City, Philippines.

Benefits

Work-from-home setup

Diverse challenges

Team collaboration

Inclusivity in the workplace

Qualifications

• Excellent attention to detail is essential.
• Experience with drafting and proofreading legal documents.
• Expert knowledge of English grammar and punctuation required.

Responsibilities

• Create electronic client files in Actionstep.
• Draft and send Intro Emails to clients.
• Review drafted estate planning documents for accuracy.
• Monitor the progress of assignments and bring conflicts to attorneys.

Skills

Attention to detail

Drafting and proofreading legal documents

Expert knowledge of English grammar and punctuation

Strong writing skills

Good communication

Self-starter

Education

Graduated from law school

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

Zoom

Job description

About Us

RecruitGo is a leading Employer of Record (EOR) company specializing in bridging top talents in emerging markets with global clients. Our services enable businesses to hire, manage, and pay employees internationally with ease. We are committed to providing seamless and efficient solutions to our clients and fostering a dynamic and inclusive work environment for our team.

Position Overview

RecruitGo is in search of an Estate Planning Paralegal based in the Philippines.

Aside from your established skills and expertise, we are also looking for someone who has excellent attention to detail, strong writing skills, good communication, is a self-starter and able to work independently, and knows which tasks to prioritize.

Responsibilities

• Responsible for creating electronic client files and contacts/matters in Actionstep
• Responsible for drafting and sending Intro Emails to clients, and assisting as requested with preparation for drafting of estate planning documents, including ancillary documents, Wills, Trusts, deeds, entity transfer documents, Advanced Planning documents
• Provide work support to other members of the firm
• Some email communication with clients may be required: verifying spelling of names, obtaining missing contact information, verifying properties owned by client (obtaining Deeds for real estate property or Certificate of Formation for entities)
• Review drafted estate planning documents for accuracy
• Communicate effectively with other paralegals, clients, third parties (e.g. accountants, insurance brokers), attorneys, and support staff
• Tracking and updating the status of drafted documents via Smartsheets, and updating information in the firm’s client management database (Actionstep)
• Monitor the progress of assignments and bring conflicts to the attention of the responsible attorney
• Assure efficient and effective use of estate planning software. Identify training needs and make the necessary arrangements. Identify system problems and work with the System Administrator to find solutions
• Utilize computers and appropriate software to perform tasks in an efficient manner and according to the company’s best practices
• Participate in training programs to learn and incorporate new computer skills and operational methods to meet the prevailing company’s best practices as required for the position
• Exercise careful use of equipment and software and be wary of all cybersecurity threats that may arise
• Review the upcoming calendar to plan ahead for deadlines
• Audit signed documents for accuracy, and communicate any errors to the proper notary
• Send text reminders to clients using firm’s software

Qualifications

Must-Haves:

• Excellent attention to detail
• Prior experience drafting and proofreading legal documents and use of drafting templates is essential
• Expert knowledge of English grammar and punctuation
• Experience using Microsoft Word
• Strong writing skills and good communication; Will use Microsoft Outlook email/Microsoft Teams/Zoom to communicate with drafting team; Familiarity with American culture and customs
• Self-starter and able to work independently, know which tasks to prioritize, and problem solve
• Must have successfully graduated from law school

Why RecruitGo?

RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities.

• Salary Range: PHP 44,000 – PHP 53,000
• Work Schedule: 40 hours per week, expectation of 2:00 pm to 11:00 pm (which correlates to 3:00 am - 12:00 pm in the US on CDT)
• Work Setup: Work-from-home in the Philippines
• Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
• Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
• Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that clients & expectations are met.