ConnectOS
Leader in global offshoring solutions. Find great talent, lower costs: source skills at scale with Integrated Resourcing
1001 - 5000
Paralegal - Estate Planning
July 31
🏡 Remote – New York
ConnectOS
Leader in global offshoring solutions. Find great talent, lower costs: source skills at scale with Integrated Resourcing
1001 - 5000
Description
• 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.
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 • JD is highly preferred. • Knowledgeable in Legal Software tools such as Clio
Benefits
• Work from home • 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
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