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Estate Planning Paralegal

Full Time Employee

Job Summary

Estate Planning Paralegal is responsible for preparing high-quality, accurate estate planning documents while effectively managing an individual cases

Job Description

Estate Planning Paralegal (Homebased)

Outsourced Quality Assured Services Inc. (ISO Certified) 

Full time

Salary starts at P60,000!

Client Overview
Under the direction of the firm's attorneys and Lead Paralegal, the Estate Planning Paralegal is responsible for preparing high-quality, accurate estate planning documents while effectively managing an individual caseload. This role requires strong attention to detail, excellent organizational skills, and the ability to collaborate within a team environment.
The ideal candidate is committed to producing comprehensive, error-free estate planning documents, including revocable living trusts, pour-over wills, durable powers of attorney, advance healthcare directives, HIPAA authorizations, grant deeds, and business assignment documents. The paralegal must also be comfortable drafting documents using the firm's preferred templates, language, and drafting standards.
Reporting Relationship
The Estate Planning Paralegal reports directly to the assigned attorneys and the Lead Paralegal. Employment and overall performance management are overseen by the firm's Founding Attorneys.
Key Responsibilities
  • Draft estate planning documents using WealthCounsel and the firm's preferred drafting standards.
  • Prepare grant deeds and related real property transfer documents.
  • Draft business assignment documents after reviewing business operating agreements.
  • Independently manage a high-volume estate planning caseload while meeting established deadlines.
  • Revise and update estate planning documents based on attorney or Lead Paralegal feedback.
  • Maintain accuracy, consistency, and quality across all drafted legal documents.
Core Tasks
Daily
  • Review new estate planning assignments and prioritize workload accordingly.
  • Prepare estate planning document drafts.
  • Draft deeds, business assignments, and other funding-related documents.
  • Revise documents as directed by attorneys or the Lead Paralegal.
Weekly
  • Provide progress updates to the Lead Paralegal and assigned attorneys regarding active matters.
Qualifications
Required
  • Minimum of 3 years of experience drafting estate planning documents.
  • Experience using legal drafting software.
  • Strong drafting, proofreading, and attention to detail.
  • Ability to manage a high-volume workload while meeting deadlines.
Preferred
  • Experience using WealthCounsel.
  • Experience in Probate and Trust Administration.
 
Key Performance Indicators (KPIs)
Success in this role will be measured by the ability to:
  • Complete estate planning drafts within one week of the matter being designated as "Ready to Draft."
  • Respond to all internal communications within 24 business hours.
  • Keep attorneys and the Lead Paralegal informed of work progress and case status.
  • Produce accurate, high-quality legal documents with minimal revisions or errors.
  • Record 100% of billable and non-billable time entries in Clio by the end of each business day.

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