Probate and Trust Administration Paralegal

Job not on LinkedIn

šŸ”„ 0 minutes ago

šŸ‡µšŸ‡­ Philippines – Remote

šŸ’µ ₱45k - ₱54k / month

ā° Full Time

🟔 Mid-level

🟠 Senior

šŸ’¼ Paralegal

šŸ‘» Ghost score 18%

infoinfo
Apply Now
Find Similar Remote Jobs

šŸ“Š Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of RecruitGo

RecruitGo

51 - 200 employees

Founded 2023

šŸ’¼ Consulting

šŸ“¦ Logistics

šŸ“£ 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.

šŸ“‹ Description

• Review documents, emails, and other communications for accuracy and completeness • Attend weekly team meetings and training sessions via Microsoft Teams and Zoom • Support the Probate 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 software • Identify training needs and coordinate arrangements • 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 for new computer skills and operational methods • Exercise careful use of equipment and software and monitor cybersecurity threats • Review upcoming calendars to plan for deadlines • Track matter status and flag stalled or incomplete items • Send client text reminders using firm software • Draft estate administration documents, including Authorizations and Releases, Affidavits of Trust, and Letters of Instruction to Financial Institutions • Customize closing letters for estate administration portfolios • Search the internet for real property deeds and financial institution contact information • Interpret bank statements to create preliminary asset schedules • Communicate with Probate Team members • Assist in developing estate administration document templates • Work with the internal team to ensure timely client service delivery and meet client expectations

šŸŽÆ Requirements

• Must be a Philippine law school graduate and an attorney in the Philippines; passing the bar exam is not required • 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 • Experience with Microsoft Outlook, Microsoft Teams, and Zoom • Familiarity with American culture and customs is a plus • Self-starter able to work independently, prioritize tasks, and solve problems • Strict confidentiality when handling personal and financial client information • Three years of paralegal experience, preferably in Estate Planning or Probate (nice-to-have) • Experience drafting and reviewing wills, trusts, deeds, and entities is helpful • Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or similar software is nice-to-have

šŸ–ļø Benefits

• Work-from-home arrangement in the Philippines • Secure legal employment through Employer of Record services • 40-hour work week • Supportive team collaboration • Inclusive and diverse workplace • Career growth opportunities • Fully supported hiring and onboarding process

Apply Now

Similar Jobs

šŸ•’ 4 days ago

OptiNizers

1 - 10

šŸ¤ B2B

ā˜ļø SaaS

šŸ‘„ HR Tech

Remote Paralegal supporting a California-based law firm with civil litigation, mass torts, and legal case operations. Preparing documents, managing files, tracking deadlines, and communicating with clients.

šŸ•’ September 23

Outsourcey

201 - 500

šŸ¤ B2B

šŸ›ļø eCommerce

Remote Paralegal managing client enquiries, billing, legal documents, and diary dates for a law firm. Supporting Outsourcey’s global talent expansion and Philippines-based teams.

šŸ•’ September 17

Pear Tree.

1 - 10

šŸ’¼ Consulting

šŸ“¦ Logistics

šŸ“£ Marketing

Paralegal progressing Australian personal injury files and preparing barrister briefs for a Victorian law firm. Supporting family law, administration, and legal-system migration remotely.

šŸ•’ September 14

Career TEAM

201 - 500

šŸ’¼ Consulting

šŸ“š Education

šŸ¤ Non-profit

Philippines-based Paralegal supporting Career Team’s government-funded workforce development programs. Managing U.S. and Philippine contracts, compliance filings, and legal documentation remotely.

šŸ•’ September 10

Pear Tree.

1 - 10

šŸ’¼ Consulting

šŸ“¦ Logistics

šŸ“£ Marketing

Remote paralegal managing Australian property caveats, title checks and secured-lending documents. Supporting a PropTech lender serving real estate professionals, landlords and homeowners across Australia and New Zealand.