Estate Planning Paralegal – Funding Support

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 ₱35k - ₱53k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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RecruitGo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

RecruitGo is a global employer-of-record (EOR) and remote-hub building platform that helps companies hire, onboard, pay, and manage remote employees in emerging markets such as the Philippines, Indonesia, Vietnam, UAE, and Hong Kong. It combines recruitment services, payroll, benefits administration, compliance and HR support with local expertise and optional office space/equipment to enable businesses to expand internationally without setting up local entities.

📋 Description

• Draft funding documents using HotDocs automation software and other templates • Review documents, emails, and communications for accuracy and completeness • Attend weekly team meetings and training via Microsoft Teams and Zoom • Support the Funding Team with administrative tasks • Communicate with clients by email or text when required • Schedule client appointments, send reminders, and follow up on unscheduled or rescheduled appointments • Maintain organized electronic client files • Update client information in Actionstep • Monitor assignment progress and escalate conflicts to the responsible paralegal or attorney • Ensure efficient and effective use of estate planning software • Identify training needs and arrange training • Identify system problems and work with the System Administrator on solutions • Use computers and appropriate software according to company best practices • Participate in training programs and adopt new computer skills and operational methods • Exercise careful use of equipment and software and monitor cybersecurity threats • Review the upcoming calendar to plan for deadlines • Track funding matters and flag stalled or incomplete items • Send text reminders to clients using firm software • Work with the internal team to ensure timely service delivery and meet client expectations

🎯 Requirements

• Excellent attention to detail • Prior experience drafting and proofreading legal documents and using drafting templates • Expert knowledge of English grammar and punctuation • Excellent spoken and written English • Experience using Microsoft Word • Strong writing and communication skills • Ability to use Microsoft Outlook, Microsoft Teams, and Zoom • Self-starter able to work independently, prioritize tasks, and solve problems • Must be an attorney in the Philippines; passing the bar exam is not required • Must have successfully graduated from law school • Strict confidentiality when handling personal and financial client information • Familiarity with American culture and customs is a plus • Three years of paralegal experience, preferably within Estate Planning (nice-to-have) • Experience drafting and reviewing wills, trusts, deeds, and entities (nice-to-have) • Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or similar software (nice-to-have)

🏖️ Benefits

• Work-from-home arrangement • 40-hour work week • Secure legal employment through Employer of Record services • Competitive package • Flexible remote/global work opportunities • Career growth opportunities • Supportive team environment • Inclusive and diverse workplace • Training programs for new computer skills and operational methods