Paralegal - Estate Planning

  • Remote - Philippines

Remote

Finance & Legal

Mid-level

Job description

Salary: P60,000 – P70,000 (Monthly Package)

Schedule: 9:30 PM to 6:30 AM PHT

What are we looking for?

Skills Required:

  • 3+ years of experience in estate planning, elder law, or probate as a paralegal
  • Knowledge of North Carolina court filing procedures 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 (Zoom, shared drives, CLIO, WEALTHCOUNSEL, LAWMATICS or equivalent)

What will you do?

  • 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

Join the awesome team and enjoy these benefits & perks:

  • 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

JOIN CONNECTOS NOW!

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.

#ConnectOSCareers #JoinConnectOS

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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