Remote Estate Planning Legal Assistant

RecruitGo Careers; Philippines; On-site; PHP 320,000 - 520,000; Full time

Benefits offered by this job

Remote work

Job summary

RecruitGo is seeking a detail-oriented Legal Assistant to support the supervising attorney and the legal team through the estate planning process, including drafting wills, trusts, powers of attorney, healthcare directives, and deeds. You will communicate with clients, schedule appointments, prepare and organize binders, and manage case files in Clio or CaseStatus, coordinating signing meetings as needed.

The ideal candidate is highly organized, responsive, and able to manage multiple priorities

Qualifications

• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Professional, empathetic, client-focused approach.
• Proficiency with Word, Outlook, and Excel.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Ability to follow processes, maintain records, and meet deadlines.
• Ability to work independently and with a legal team.
• Estate planning or legal support experience preferred.

Responsibilities

• Draft and prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives, deeds).
• Communicate with clients regarding case status, drafts, next steps, and appointments.
• Prepare and organize estate planning binders and signing documents with proper execution.
• Maintain accurate physical and digital case files; update records in case management systems.
• Track timelines and workflows; flag required actions to attorneys.
• Conduct limited legal research and assist with assembling complex trust packages.
• Coordinate with attorneys, intake staff, and other assistants to ensure smooth progression.
• Finalize executed documents and assist with post-signing binders and deeds.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Client-service mindset

Multitasking in fast-paced environment

Record-keeping

Independent work

Estate planning knowledge

Tools

Clio

CaseStatus

Microsoft Word

Outlook

Excel

Job description

RecruitGo is seeking a detail-oriented Legal Assistant to support the supervising attorney and the legal team through the estate planning process, including drafting wills, trusts, powers of attorney, healthcare directives, and deeds. You will communicate with clients, schedule appointments, prepare and organize binders, and manage case files in Clio or CaseStatus, coordinating signing meetings as needed.

The ideal candidate is highly organized, responsive, and able to manage multiple priorities