Estate Planning Paralegal

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🕒 June 3

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RecruitGo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

👥 HR Tech

🎯 Recruiter

☁️ SaaS

HR Tech • Recruitment • SaaS

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

• Support a dynamic legal team in preparing and managing key estate planning documents such as wills, trusts, and deeds • Create electronic client files and contacts/matters in Actionstep • Draft and send Intro Emails to clients • Assist with preparation for drafting of estate 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 • Review drafted estate planning documents for accuracy • Communicate effectively with other paralegals, clients, and attorneys • Track and update the status of drafted documents via Smartsheets • 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 • 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 • Familiarity with American culture and customs • 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 • 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

🏖️ Benefits

• Work-from-home in the Philippines • 40 hours per week • Regular working hours from 3:00 PM to 12:00 AM Philippine Time • Diverse Challenges • Team Collaboration • Inclusivity