Estate Planning Paralegal – Funding Support

RecruitGo

2d • $35,000 - $53,000 • Remote

About The Position

RecruitGo is seeking a detail-oriented Estate Planning Paralegal – Funding Support to assist with drafting and proofreading legal documents, managing client records, and tracking estate funding matters. The ideal candidate has excellent English communication skills, strong attention to detail, and legal document drafting experience. This role involves working with estate planning software, maintaining client files, and communicating with clients and the internal team.

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
• Excellent spoken and written English
• Experience using Microsoft Word
• Strong writing skills and good communication
• Will use Microsoft Outlook email/Microsoft Teams/Zoom to communicate with the team
• Self-starter and able to work independently, know which tasks to prioritize, and problem solve
• Must be 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.
• Strict confidentiality, as they will handle personal and financial information from clients

Nice To Haves

• Familiarity with American culture and customs is a plus
• 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

Responsibilities

• Draft funding documents using HotDocs automation software and other templates
• Review documents, email, and other communications for accuracy and completeness
• Attend weekly team meetings and trainings via Teams and Zoom
• Support the Funding Team with administrative tasks
• Communicate with clients via email or text
• Assist Funding team with scheduling appointments with clients, including sending reminders and following up on any unscheduled appointments or reschedings
• Maintain organized electronic client files
• Update client information in firm’s management database (Actionstep)
• Monitor the progress of assignments and bring conflicts to the attention of the responsible paralegal or 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
• Track the status of funding matters and flag stalled or incomplete items
• Send text reminders to clients using firm’s software
• Work with the internal team to ensure timely delivery of services to clients and ensure that client expectations are met.

Benefits

• Secure legal employment through our Employer of Record services
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level