Probate and Trust Administration Paralegal

• Review documents, emails, and other communications for accuracy and completeness
• Attend weekly team meetings and training sessions via Microsoft Teams and Zoom
• Support the Probate Team with administrative tasks
• Communicate with clients by email or text when required
• Schedule client appointments, send reminders, and follow up on unscheduled or rescheduled appointments
• Maintain organized electronic client files
• Update client information in Actionstep
• Monitor assignment progress and escalate conflicts to the responsible paralegal or attorney
• Ensure efficient and effective use of software
• Identify training needs and coordinate arrangements
• Identify system problems and work with the System Administrator on solutions
• Use computers and appropriate software according to company best practices
• Participate in training programs for new computer skills and operational methods
• Exercise careful use of equipment and software and monitor cybersecurity threats
• Review upcoming calendars to plan for deadlines
• Track matter status and flag stalled or incomplete items
• Send client text reminders using firm software
• Draft estate administration documents, including Authorizations and Releases, Affidavits of Trust, and Letters of Instruction to Financial Institutions
• Customize closing letters for estate administration portfolios
• Search the internet for real property deeds and financial institution contact information
• Interpret bank statements to create preliminary asset schedules
• Communicate with Probate Team members
• Assist in developing estate administration document templates
• Work with the internal team to ensure timely client service delivery and meet client expectations

• Must be a Philippine law school graduate and an attorney in the Philippines; passing the bar exam is not required
• Excellent attention to detail
• Prior experience drafting and proofreading legal documents and using drafting templates
• Expert knowledge of English grammar and punctuation
• Excellent spoken and written English
• Experience using Microsoft Word
• Strong writing and communication skills
• Experience with Microsoft Outlook, Microsoft Teams, and Zoom
• Familiarity with American culture and customs is a plus
• Self-starter able to work independently, prioritize tasks, and solve problems
• Strict confidentiality when handling personal and financial client information
• Three years of paralegal experience, preferably in Estate Planning or Probate (nice-to-have)
• Experience drafting and reviewing wills, trusts, deeds, and entities is helpful
• Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or similar software is nice-to-have

• Work-from-home arrangement in the Philippines
• Secure legal employment through Employer of Record services
• 40-hour work week
• Supportive team collaboration
• Inclusive and diverse workplace
• Career growth opportunities
• Fully supported hiring and onboarding process