Paralegal (Estate Planning)

Overview

Role involves drafting estate planning documents and collaborating with attorneys.

Ideal candidate has 3-5 years of experience as an estate planning paralegal in a US law firm.

Locations

• Philippines

Requirements

• Bachelor's degree or Paralegal Certification
• 3-5 years of estate planning paralegal experience
• Strong proficiency in WealthCounsel and Clio software

Responsibilities

• Draft legal documents
• Collaborate with attorneys on estate planning
• Maintain client records
• Manage attorney schedules
• Proofread and format documents