Paralegal - Estate Planning

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work certified company, and help families plan for their future. This night shift (9:30 PM to 6:30 AM PHT) Paralegal position offers a competitive monthly salary (P60,000-P70,000), work from home flexibility, and comprehensive benefits. You will draft estate planning documents, handle probate matters, prepare court filings, and manage client communication. The ideal candidate has 3+ years of experience in estate planning, elder law, or probate, strong drafting and organizational skills, and a client-centered approach. Proficiency with remote tools is a plus. ConnectOS provides medical, dental, and life insurance, paid time off, a financial assistance program, and opportunities for career growth.

Requirements

• 3+ years of experience in estate planning, elder law, or probate as a paralegal
• 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

Responsibilities

• Draft estate planning documents (wills, trusts, powers of attorney, healthcare directives)in WEALTHCOUNSEL (our drafting system)
• 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 (our practice management system)
• Coordinate directly with clients to gather information, provide updates, and manage case progress
• Track legal deadlines and proactively manage task lists

Preferred Qualifications

• Knowledge of North Carolina court filing procedures
• Proficiency with remote tools (Zoom, shared drives, CLIO, WEALTHCOUNSEL, LAWMATICS or equivalent)

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
• Regular Company Events, Work Life Balance, and Career growth opportunities