Offer summary

Qualifications:

3+ years of experience in estate planning, elder law, or probate as a paralegal., Strong drafting, attention to detail, and organizational skills are essential., Knowledge of North Carolina court filing procedures is preferred., Ability to manage caseloads independently while collaborating with a small team..

Key responsibilities:

Draft estate planning documents such as wills and trusts using WEALTHCOUNSEL.

Handle probate and estate administration matters from initial filings to closing.

Coordinate directly with clients to gather information and manage case progress.

Track legal deadlines and maintain accurate case information in CLIO.

Job description

Salary: P60,000 – P70,000 (Monthly Package)

Schedule: 9:30 PM to 6:30 AM PHT

What are we looking for?

Skills Required:

3+ years of experience in estate planning, elder law, or probate as a paralegal
Knowledge of North Carolina court filing procedures preferred
Strong drafting, attention to detail, organizational, and communication skills
Ability to manage caseloads independently while collaborating with a small team
Compassionate and client-centered approach with high ethical standards
Comfortable handling confidential information with discretion
Friendly, proactive, and client-focused demeanor
Experience working remotely with minimal supervision

Nice to have:

Proficiency with remote tools (Zoom, shared drives, CLIO, WEALTHCOUNSEL, LAWMATICS or equivalent)

What will you do?

Draft estate planning documents (wills, trusts, powers of attorney, healthcare directives)in WEALTHCOUNSEL (our drafting system)
Handle probate and estate administration matters from initial filings to closing
Prepare court forms, inventories, accountings, and related filings in North Carolina
Prepare and send engagement letters
Enter and maintain accurate case information in CLIO (our practice management system)
Coordinate directly with clients to gather information, provide updates, and manage case progress
Track legal deadlines and proactively manage task lists

Join the awesome team and enjoy these benefits & perks:

WFH
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 helps families and individuals in Garner, Raleigh, Cary, and surrounding North Carolina communities plan for the future with confidence.

#ConnectOSCareers #JoinConnectOS

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.

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