Estate Planning Paralegal – Funding Support

Overview

This role supports estate planning funding operations by assisting with drafting and proofreading legal documents, managing client records, and tracking estate funding matters. The ideal candidate is detail-oriented, communicates clearly in English, and has experience preparing and reviewing legal documentation.

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
• Provide administrative support to the Funding Team
• Communicate with clients via email and/or text when required
• Support scheduling of client appointments, including sending reminders and following up on unscheduled appointments or reschedulings
• Maintain organized electronic client files
• Update client information in the firm’s management database (Actionstep)
• Monitor the progress of assignments and flag conflicts to the responsible paralegal or attorney
• Ensure efficient and effective use of estate planning software; identify training needs, arrange necessary training, and report system problems to the System Administrator for resolution
• Use computers and appropriate software efficiently and according to company best practices
• Participate in training programs to learn and incorporate new computer skills and operational methods as required
• Use equipment and software carefully and remain aware of cybersecurity threats
• 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 the firm’s software

Requirements

Must-Have

• Excellent attention to detail
• Prior experience drafting and proofreading legal documents and using drafting templates is essential
• Expert knowledge of English grammar and punctuation
• Excellent spoken and written English
• Experience using Microsoft Word
• Strong writing skills and communication; ability to use Microsoft Outlook email and Microsoft Teams/Zoom to communicate with the team; familiarity with American culture and customs is a plus
• Self-starter who can work independently, prioritize tasks, and solve problems
• Attorney in the Philippines (passing the bar exam is not required), but successful graduation from law school is required
• Strict confidentiality, since the role involves personal and financial information from clients

Nice-to-Have

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

Compensation & Benefits

• Salary Range: PHP 35,000 - PHP 53,000 (depending on qualifications)

Location

• Work Setup: Work-from-home in the Philippines

Work Schedule

• 40 hours per week with an expectation of 3:00 PM to 12:00 AM (which correlates to 2:00 AM – 11:00 AM in the US on CDT)