Probate and Trust Administration Paralegal
Posted 18 days ago
You'll complete your application on RecruitGo's career site.
About the Role
We are looking for a committed Probate and Trust Administration Paralegal to become part of our cooperative team. This remote position assists our Probate division by managing vital administrative duties, promoting smooth workflows, and upholding rigorous standards for documentation precision. You will be instrumental in overseeing client files, tracking the status of assignments, and guaranteeing that client needs are addressed through professional, prompt service. This opportunity is located in the Philippines and features a consistent 40-hour weekly schedule in an encouraging, welcoming atmosphere. You will cooperate with fellow staff, legal counsel, and system administrators to optimize processes and troubleshoot any technical or procedural obstacles. We provide comprehensive onboarding support, offering a great chance for an ambitious legal professional to join a global group while progressing in the estate administration sector.
Requirements
- You must hold a law degree from an institution in the Philippines, though bar certification is not mandatory.
- A minimum of three years of paralegal work is required, ideally within Probate or Estate Planning sectors.
- Fluency in English and a mastery of punctuation and grammar are required.
- You must be skilled in using Microsoft Teams, Outlook, Word, and Zoom.
- Experience with drafting software like Westlaw Form Builder, WealthCounsel, or HotDocs is a significant plus.
- We need an independent professional who shows high attention to detail, the capacity to work autonomously, and a dedication to data privacy regarding sensitive client information.
- Prior experience creating deeds, trusts, and wills is highly desirable.
Responsibilities
- You will draft sophisticated estate administration paperwork, including Letters of Instruction to Financial Institutions, Authorizations, Releases, and Affidavits of Trust.
- You are tasked with verifying communication accuracy, keeping digital client records orderly, and inputting data into the Actionstep software.
- Your daily agenda includes booking client meetings, dispatching reminders, monitoring matter progress to identify outstanding tasks, and analyzing bank records to create initial asset lists.
- Furthermore, you will work with the team to create document templates, watch for cybersecurity risks, and partner with IT administrators to fix technical problems.
- You will attend recurring team gatherings, organize your schedule to adhere to timelines, and perform web research to locate property deeds and contact details when required.
Benefits & Perks
- This position provides a remote working arrangement based in the Philippines with secure employment via an Employer of Record.
- You will have a standard 40-hour work week and chances for professional advancement.
- Join a diverse, supportive, and inclusive international workplace.
- We provide a thoroughly guided hiring and orientation experience for every new employee.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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