Estate Planning Paralegal – Funding Support

• Draft funding documents using HotDocs automation software and other templates
• Review documents, emails, and communications for accuracy and completeness
• Attend weekly team meetings and training via Microsoft Teams and Zoom
• Support the Funding 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 estate planning software
• Identify training needs and arrange training
• 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 and adopt new computer skills and operational methods
• Exercise careful use of equipment and software and monitor cybersecurity threats
• Review the upcoming calendar to plan for deadlines
• Track funding matters and flag stalled or incomplete items
• Send text reminders to clients using firm software
• Work with the internal team to ensure timely service delivery and meet client expectations

• 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
• Ability to use Microsoft Outlook, Microsoft Teams, and Zoom
• Self-starter able to work independently, prioritize tasks, and solve problems
• Must be an attorney in the Philippines; passing the bar exam is not required
• Must have successfully graduated from law school
• Strict confidentiality when handling personal and financial client information
• Familiarity with American culture and customs is a plus
• Three years of paralegal experience, preferably within Estate Planning (nice-to-have)
• Experience drafting and reviewing wills, trusts, deeds, and entities (nice-to-have)
• Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder, or similar software (nice-to-have)

• Work-from-home arrangement
• 40-hour work week
• Secure legal employment through Employer of Record services
• Competitive package
• Flexible remote/global work opportunities
• Career growth opportunities
• Supportive team environment
• Inclusive and diverse workplace
• Training programs for new computer skills and operational methods