Remote Estate Planning Paralegal & Marketing Support

Galleon Services Corporation; Philippines; On-site; PHP 300,000 - 600,000; Full time

Job summary

Galleon Services Corporation is seeking a client-facing remote Legal Assistant/Paralegal to support an estate planning & probate attorney. You will handle client communications, manage leads, and coordinate documents in MyCase, while coordinating with the attorney and paralegal team.

This role requires strong English, excellent organization, experience with CRM tools (MyCase, HubSpot, Salesforce), and a proven ability to nurture leads and coordinate events and webinars.

Qualifications

• Prior remote experience with a U.S.-based law firm
• Excellent spoken/written English, confident on U.S. client calls
• Strong organization, attention-to-detail, and follow-up skills
• Experience with legal CRM/case-management software
• Lead nurturing / follow-up process experience
• Experience with CRM tools — MyCase, HubSpot, Salesforce, or similar
• Marketing support experience — email campaigns, webinar/seminar coordination, referral marketing
• Strong preference: estate planning and/or probate experience
• WealthCounsel (WealthDocx / EncorEstate Plans) experience a plus

Responsibilities

• Handle client emails/calls, follow up on missing documents/signatures, schedule meetings, and document everything in MyCase
• Respond promptly to new leads, maintain a structured follow-up process so no lead is forgotten, track lead status/referral source, and follow up with prospects who didn't retain the firm
• Assist with intake, questionnaires, document drafting workflows, signing coordination, and probate matter tracking under attorney/paralegal supervision
• Keep client/lead records, tasks, and matter statuses current and accurate in MyCase
• Plan and schedule client and referral-partner email campaigns; maintain a marketing calendar
• Maintain referral partner lists, schedule outreach, and track referrals sent/received
• Assist with planning, coordination, and post-event lead follow-up for webinars, seminars, and events
• Manage calendar, reminders, and task tracking for the attorney

Skills

Remote work experience

English communication

Organization & follow-up

Lead nurturing

Marketing support

Tools

MyCase

HubSpot

Salesforce

Job description

Galleon Services Corporation is seeking a client-facing remote Legal Assistant/Paralegal to support an estate planning & probate attorney. You will handle client communications, manage leads, and coordinate documents in MyCase, while coordinating with the attorney and paralegal team.

This role requires strong English, excellent organization, experience with CRM tools (MyCase, HubSpot, Salesforce), and a proven ability to nurture leads and coordinate events and webinars.