Estate Planning Paralegal

About Us

RecruitGo is a leading Employer of Record (EOR) company specializing in bridging top talent in emerging markets with global clients. Our services enable businesses to hire, manage, and pay employees internationally with ease. We are committed to providing seamless and efficient solutions to our clients and fostering a dynamic and inclusive work environment for our team.

Position Overview

RecruitGo is looking for an Estate Planning Paralegal to support a dynamic legal team in preparing and managing key estate planning documents such as wills, trusts, and deeds while ensuring accuracy, organization, and efficiency across client files and workflows. This role offers the opportunity to work closely with attorneys and international teams, using modern legal tools to handle drafting support, client coordination, and case tracking in a detail-focused and fast-paced environment.

Responsibilities

Responsible for creating electronic client files and contacts/matters in Actionstep

Responsible for drafting and sending Intro Emails to clients, and assisting as requested with preparation for drafting of estate planning documents, including ancillary documents, Wills, Trusts, deeds, entity transfer documents, Advanced 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, verifying properties owned by client (obtaining Deeds for real estate property or Certificate of Formation for entities)

Review drafted estate planning documents for accuracy

Communicate effectively with other paralegals, clients, third parties (e.g. accountants, insurance brokers), attorneys, and support staff

Tracking and updating the status of drafted documents via Smartsheets, and updating information in the firm’s client management database (Actionstep)

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. Identify system problems and work with the System Administrator to find solutions

Utilize computers and appropriate software to perform tasks in an efficient manner and according to the company’s best practices

Participate in training programs to learn and incorporate new computer skills and operational methods to meet the prevailing company’s best practices as required for the position

Exercise careful use of equipment and software and be wary of all cybersecurity threats that may arise

Review the upcoming calendar to plan ahead for deadlines

Audit signed documents for accuracy, and communicate any errors to the proper notary

Send text reminders to clients using firm’s software

Qualifications

Must-Haves:

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; Will use Microsoft Outlook email/Microsoft Teams/Zoom to communicate with drafting team; Familiarity with American culture and customs

Self-starter and able to work independently, know which tasks to prioritize, and problem solve

We want someone who is 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

Nice-to-Haves:

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

Why RecruitGo?

RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities.

Salary Range: PHP 44,000 - PHP 53,000

Work Setup: Work-from-home in the Philippines

Work Schedule: 40 hours per week, with regular working hours from 3:00 PM to 12:00 AM Philippine Time, with one (1) hour lunch break

Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.

Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.

Inclusivity: Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that client expectations are met.

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