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Paralegal - Estate Planning (US Law Firm, WFH)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Experienced in drafting Estate Planning Documents and preparing Wills and Trusts., Excellent written and oral communication skills are essential., A Juris Doctor (JD) degree is highly preferred., Familiarity with legal software tools such as Clio is a plus..

Key responsabilities:

  • Serve as the primary point of contact for clients, providing updates and answering inquiries.
  • Prepare legal documents such as wills, trusts, and powers of attorney, ensuring compliance with laws.
  • Collaborate with attorneys to assess clients' estate planning needs and provide recommendations.
  • Conduct legal research to support attorneys in case preparation and maintain organized client records.

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ConnectOS Large https://www.connectos.co/
1001 - 5000 Employees
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Job description

Salary: P60,000 - 80,000 (Monthly Gross Package)

Schedule: 10:00 PM - 7:00 AM Manila Time

What are we looking for?

Skills Required:

  • Experienced in drafting Estate Planning Documents
  • Experienced in preparations of Wills and Trust
  • Conducts relevant legal issues, statutes and regulations to support attorneys in their case preparation.
  • Excellent written and oral communication skills
  • JD is highly preferred.

Nice to have:

  • Knowledgeable in Legal Software tools such as Clio is a plus

What will you do?

  • Client Interaction:
    • Serve as the primary point of contact for clients, providing updates on case progress, answering inquiries, and maintaining a professional and empathetic demeanor when working with individuals and families.
  • Drafting Documents:
    • Prepare wills, trusts, powers of attorney, and other legal documents, ensuring they comply with relevant laws and regulations.
  • Estate Planning:
    • Collaborate with attorneys to assess clients' estate planning needs and provide recommendations, including the establishment of trusts, asset protection strategies, and healthcare directives.
  • Legal Research:
    • Conduct research on relevant legal issues, statutes, and regulations to support the attorneys in case preparation and strategy.
  • Record Maintenance:
    • Maintain organized and accurate client records, ensuring all documents and communication are properly documented and easily accessible.
  • Scheduling and Calendar Management:
    • Manage attorney schedules, including court dates, client meetings, and deadlines, to ensure efficient time management and case progression.
  • Notary Services:
    • Act as a notary public to notarize legal documents as required.

Join the awesome team and enjoy these benefits & perks:

  • Home-Based
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

 

Our Client is a general practice law firm in midtown Manhattan. They are committed to achieving excellence in the representation of our clients by providing a spectrum of legal services to both individuals and corporate clients. The firm's overriding goal is to surpass client expectations by providing the best legal service available in the most cost-effective manner.

 

#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Time Management
  • Communication

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