Estate Planning Paralegal (Remote)

Employment Type: Part-Time Location Type: Remote Schedule: 9:00 PM - 1:00 AM PHT (4 hours a day) Department: Legal Language: English Published: 2025-07-02

Position Overview

ConnectOS is seeking a skilled and experienced Estate Planning Paralegal to join our client's team. Our client is a client-centric law firm specializing in community economic development law, including zoning and land use, Fair Housing, Contract law, Business law, Nonprofit law, and Wills, Trusts & Estates. This is a remote, part-time position with a specific overnight schedule.

Requirements

• Education: Bachelor's degree and/or Paralegal Certification from an accredited institution.
• Experience: 3-5 years of experience as an estate planning paralegal in a US law firm.
• Software Proficiency:
  • Strong proficiency in WealthCounsel software.
  • Strong proficiency in Clio practice management software.
  • WealthCounsel drafting experience, specifically WealthDocs and BusinessDocs (WealthDocs is a must).
• Legal Knowledge:
  • Experience in drafting and reviewing estate planning documents.
  • Familiarity with current estate planning laws and regulations.
• Skills:
  • Excellent communication and interpersonal skills.
  • Ability to prioritize and manage multiple tasks efficiently.
  • Ability to proofread and format MS Word documents for spelling, grammatical, and other formatting errors.
• Preferred: JD degree is preferred, and candidates with a JD are encouraged to apply.

Responsibilities

• Drafting Documents: Prepare wills, trusts, powers of attorney, and other legal documents using the WealthCounsel platform.
• Estate Planning: Collaborate with attorneys to assess clients' estate planning needs and provide recommendations, including the establishment of trusts, asset protection strategies, and healthcare directives.
• Record Maintenance: Maintain organized and accurate client records, ensuring all documents and communication are properly documented and easily accessible in Clio legal software.
• Scheduling and Calendar Management: Manage attorney schedules, including court dates, client meetings, and deadlines, to ensure efficient time management and case progression.
• Clio Usage: Enter own time and information, and invoice clients using the Clio system.

Company Information

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is a multidisciplinary, client-centric law firm that represents individuals, businesses, nonprofits, and neighborhood groups. They practice in areas such as community economic development law (zoning and land use), Fair Housing, Contract law, Business law, Nonprofit law, and Wills, Trusts & Estates.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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