Job description
Schedule: 9:00 PM - 1:00 AM PHT (4 hours a day)
What are we looking for?
Skills Required:
- Bachelor’s degree and/or Paralegal Certification from an accredited institution.
- 3-5 years of experience as an estate planning paralegal in a US law firm.
- Strong proficiency in WealthCounsel software and Clio practice management software.
- Drafting experience with WealthCounsel, both WealthDocs and BusinessDocs preferred, Wealthdocs a must.
- Experience in drafting and reviewing estate planning documents.
- Familiarity with current estate planning laws and regulations.
- Excellent communication and interpersonal skills.
- Ability to prioritize and manage multiple tasks efficiently.
- JD degree is preferred, and candidates with a JD are encouraged to apply.
What will you do?
- Drafting Documents: Prepare wills, trusts, powers of attorney, and other legal documents using 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.
- Knowledge of Clio legal software preferred; ability to enter own time and information and invoice clients using that system
- Ability to proofread and format MS Word documents for spelling, grammatical, and other formatting errors
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our Client is a client-centric law firm that represent individuals, businesses, nonprofits, and neighborhood groups. Their firm is multidisciplinary and provides legal services in the areas of community economic development law, which includes zoning and land use. They also practice specifically in the areas of Fair Housing, Contract law, Business law, Nonprofit law, and Wills, Trusts & Estates.
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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.
