Position Overview

RecruitGo is seeking a detail-oriented and motivated Estate Planning Paralegal to join our team remotely from the Philippines. This role is ideal for a law school graduate with a strong command of English, a keen eye for detail, and experience drafting legal documents. The ideal candidate is tech-savvy, proactive, and has a passion for helping clients with their estate planning needs.

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

Requirements: 

• 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
• We want someone who is an attorney in the Philippines. It is ok if they have not passed their bar exam, but they must have successfully graduated from law school

Nice to have: 

• Three years of experience as a paralegal, preferably within Estate Planning
• Experience drafting and reviewing wills, trusts, deeds, and entities is very helpful
• Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder or similar software

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: 44,000 PHP - 53,000 PHP
• Work Set up: Remote
• Work Schedule: Mondays through Fridays; Expectation of 2pm to 11pm (which correlates to 3am - 12pm in the US on CDT)
• Working Device: Will be provided
• 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.