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 seeking a detail-oriented Estate Planning Paralegal to support California probate and trust matters. The role involves managing case files, drafting petitions and trust documents under attorney supervision, preparing court filings, coordinating notices and service to beneficiaries, tracking assets and creditor claims, and assisting with trust distributions and accountings. The ideal candidate should have 2–3 years of probate and trust experience, strong organizational skills, excellent attention to detail, and the ability to manage multiple priorities, with conversational English and a law degree considered a plus.

Responsibilities

Core Case Management & Workflow

• Open new matters in your case management system (e.g., MyCase, Clio)

• Maintain task lists and deadlines for each file

• Calendar key dates (court hearings, creditor deadlines, distribution timelines)

• Track statute-driven timelines (Probate Code notice periods, creditor claim windows)

• Keep matter checklists updated (probate vs. trust admin workflows)

Document Drafting (Attorney-Supervised)

• Draft probate petitions (e.g., Petition for Probate, Spousal Property Petition)

• Prepare trust administration documents:

o Notices to beneficiaries (Probate Code §16061.7)

o Certification of Trust summaries

• Draft:

o Declarations

o Ex parte petitions (where applicable)

o Waivers and consents

• Prepare court forms (Judicial Council forms)

• Assemble initial filing packages

Court Filing Support (E-Filing)

• Prepare e-filing packets for California courts

• Format pleadings to local court rules

• Coordinate with e-filing vendors

• Review filings for completeness before attorney review

• Calendar hearing dates once confirmed

Asset & Financial Information Gathering

• Organize asset inventories

• Summarize financial statements (bank, brokerage, retirement accounts)

• Track date-of-death values

• Assist in the preparation of asset spreadsheets

• Follow up with institutions for required documentation

Notice & Service Coordination

• Prepare Notices of Petition to Administer Estate

• Coordinate service lists (heirs, beneficiaries, interested parties)

• Track and confirm service completion

• Prepare proofs of service for attorney review

Creditor Claim Management

• Track creditor claim deadlines

• Log incoming claims

• Draft acknowledgment or rejection templates (for attorney review)

• Maintain the creditor claim ledger

Accounting Support

• Assist in drafting informal accountings

• Organize receipts, disbursements, and distributions

• Reconcile transaction summaries (based on client-provided data)

• Format schedules for court accountings

Court Hearing Preparation

• Assemble hearing binders (digitally)

• Prepare attorney hearing packets

• Draft proposed orders

• Prepare court-ready documents for filing after hearings

Trust Administration Support

• Track trust funding status

• Assist with trust asset distribution tracking

• Draft beneficiary correspondence

• Maintain distribution logs and approvals

Title & Property Coordination

• Coordinate with title companies

• Prepare preliminary change of ownership reports (PCOR)

• Assist with deeds (drafting for attorney review)

• Track real property sales timelines

Internal Admin & File Maintenance

• Keep digital files organized and labeled

• Maintain templates and standard forms

• Update internal SOPs as workflows evolve

• Assist with billing entries (time tracking, drafting narratives)

Optional / Advanced (If Experienced)

• Draft initial inventories and appraisals (for attorney review)

• Assist with Heggstad petitions

• Prepare Section 850 petitions

• Coordinate with CPAs on tax-related documentation

• Assist with estate distribution calculations

Qualifications
Must-Have:

• 2–3 years of experience in Estate Planning, with a focus on Trust Administration and/or Probate (California Probate experience is highly desired but not required)

Nice-to-Have:

• Fluent conversational English

• Possible Law degree

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 48,000 - PHP 72,000

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

• Work Schedule: Monday through Friday from 8:30 AM to 5:00 PM Pacific Time

• Employment Status: 3-month initial contract, with potential for renewal to a longer-term arrangement based on performance

• 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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