Connectly

Paralegal - Estate Planning (US Law Firm, WFH)

Philippines

$720,000 – $840,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal ServicesIndustries

Paralegal - Estate Planning & Elder Law

Employment Type: Full-time Workplace: Remote Department: Legal Published: 2025-06-20


Position Overview

ConnectOS is seeking a skilled Paralegal with experience in estate planning, elder law, or probate to join an esteemed legal team serving families and individuals in North Carolina. This is a remote, full-time position with a competitive monthly package.


Salary

  • Monthly Package: P60,000 – P70,000

Schedule

  • Work Hours: 9:30 PM to 6:30 AM PHT

Requirements

Skills Required:

  • 3+ years of experience in estate planning, elder law, or probate as a paralegal.
  • Knowledge of North Carolina court filing procedures is preferred.
  • Strong drafting, attention to detail, organizational, and communication skills.
  • Ability to manage caseloads independently while collaborating with a small team.
  • Compassionate and client-centered approach with high ethical standards.
  • Comfortable handling confidential information with discretion.
  • Friendly, proactive, and client-focused demeanor.
  • Experience working remotely with minimal supervision.

Nice to Have:

  • Proficiency with remote tools such as Zoom, shared drives, CLIO, WEALTHCOUNSEL, LAWMATICS, or equivalent.

Responsibilities

  • Draft estate planning documents (wills, trusts, powers of attorney, healthcare directives) using WEALTHCOUNSEL.
  • Handle probate and estate administration matters from initial filings to closing.
  • Prepare court forms, inventories, accountings, and related filings in North Carolina.
  • Prepare and send engagement letters.
  • Enter and maintain accurate case information in CLIO.
  • Coordinate directly with clients to gather information, provide updates, and manage case progress.
  • Track legal deadlines and proactively manage task lists.

Benefits & Perks

  • Work From Home (WFH)
  • Medical, Dental Coverage, and Life Insurance from day 1 of employment.
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion).
  • Competitive salary package and annual appraisal.
  • Financial Assistance Program.
  • Mandatory Government Benefits and 13th Month Pay.
  • Regular Company Events.
  • Emphasis on Work-Life Balance and Career Growth Opportunities.

About ConnectOS and Our Client

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

Our Client helps families and individuals in Garner, Raleigh, Cary, and surrounding North Carolina communities plan for the future with confidence.


Application Instructions

  • JOIN CONNECTOS NOW!

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.


#ConnectOSCareers #JoinConnectOS

Skills

Estate Planning
Elder Law
Probate
Court Filing Procedures (North Carolina)
Drafting (Wills, Trusts, Powers of Attorney, Healthcare Directives)
Case Management
Legal Document Preparation
Client Communication
Remote Work Tools (Zoom, Shared Drives, CLIO, WEALTHCOUNSEL, LAWMATICS)

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

Land your dream remote job 3x faster with AI