Paralegal - Estate Planning

Summary

Join ConnectOS, a top-rated Philippines employer, and work for a full-service law firm based in New York City. This role offers a competitive salary (P70,000 to P90,000 monthly) and a Monday-Friday schedule (10:00 AM - 7:00 PM EST). You will be responsible for client interaction, drafting legal documents, estate planning, legal research, record maintenance, scheduling, and notary services. The ideal candidate possesses experience in drafting estate planning documents and wills, excellent communication skills, and a JD is highly preferred. Enjoy benefits such as work-from-home options, comprehensive health insurance, paid time off, and various other perks.

Requirements

• Experienced in drafting Estate Planning Documents
• Experienced in preparations of Wills and Trust
• Conducts relevant legal issues, statutes and regulations to support attorneys in their case preparation
• Excellent written and oral communication skills

Responsibilities

• Serve as the primary point of contact for clients, providing updates on case progress, answering inquiries, and maintaining a professional and empathetic demeanor when working with individuals and families
• Prepare wills, trusts, powers of attorney, and other legal documents, ensuring they comply with relevant laws and regulations
• Collaborate with attorneys to assess clients' estate planning needs and provide recommendations, including the establishment of trusts, asset protection strategies, and healthcare directives
• Conduct research on relevant legal issues, statutes, and regulations to support the attorneys in case preparation and strategy
• Maintain organized and accurate client records, ensuring all documents and communication are properly documented and easily accessible
• Manage attorney schedules, including court dates, client meetings, and deadlines, to ensure efficient time management and case progression
• Act as a notary public to notarize legal documents as required

Preferred Qualifications

• JD is highly preferred
• Knowledgeable in Legal Software tools such as Clio

Benefits

• 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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA