Full Time Remote Paralegal and Client Support for Estate Planning Law Firm

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: TYPE OF WORK

Full Time

: SALARY

$750-$1,100

: HOURS PER WEEK

45

: DATE UPDATED

Apr 15, 2026

JOB OVERVIEW

We are a U.S.-based law firm focused on estate planning, probate, and asset protection.

We are hiring a full-time remote paralegal based in the Philippines who can handle both case work and client communication, including outbound calls.

This is a long-term role for someone who is highly organized, detail-oriented, and has impeccable English communication skills.
You must be comfortable following structured processes exactly. This is not a role for improvisation.
Because in estate planning:
creativity = errors
consistency = quality

What You’ll Be Doing

This role combines legal support, operations, and client communication.
Estate Planning Case Support
Review client-provided information (CIMI forms, Asset Inventories, questionnaires)
Identify missing, inconsistent, or unclear information
Prepare and format estate planning documents using firm templates (Wills, Trusts, POAs, etc.)
Ensure documents are complete, internally consistent, and aligned with client instructions
Assist with document revisions and updates
Support attorneys in preparing files for document review meetings and signing ceremonies

Operations & Case Management

Maintain detailed case tracking systems (Excel / Clio Manage/ Lawmatics/ SharePoint)
Track client progress through the estate planning process
Ensure all required information and documents are collected before drafting
Keep internal systems accurate and up to date
Help improve workflows and internal processes

Client Communication (Outbound Calls Required)

Make outbound calls to clients to follow up on missing information, documents, and next steps
Communicate clearly, professionally, and confidently with U.S.-based clients
Explain next steps in the estate planning process (training provided)
Handle sensitive conversations with professionalism and patience
Document all communications accurately

This Job Is For You if:

You have near-perfect English (written and spoken)
You sound clear, professional, and confident on phone calls
You are extremely detail-oriented and organized
You can identify inconsistencies in information and ask the right questions
You can switch between deep focus work and client interaction
You take ownership of your work and follow through
You can work U.S. business hours (8:30 am to 5:30 pm Eastern Standard Time)

Required Skills

Excellent spoken English (neutral accent, easy to understand)
Strong written English (grammar and clarity matter)
Experience with outbound calls or client communication
Strong Excel, Word, and Office 365 skills
Ability to manage multiple deadlines and priorities
Experience working with structured client data or document preparation

Technical Requirements

Reliable computer capable of handling document-heavy work.
RAM: 16 GB
Processor: Intel i5/i7 (10th gen+) or Ryzen 5/7
Storage: SSD (512 GB preferred)
High-speed and stable internet connection
Download: 50+ Mbps
Upload: 20+ Mbps
Quiet, professional work environment suitable for client calls
Headphones or audio equipment for clear communication
Ability to use secure access tools (VPN)
Ability to work without interruptions during U.S. business hours

“Please confirm in your application that you meet all technical requirements.”
Candidates who do not meet these technical requirements will not be considered.

Bonus Skills (Preferred but Not Required)

You are an attorney
Experience working with U.S. law firms
Estate planning or probate experience
Familiarity with CRMs or case management systems (Clio Manage, Clio Draft, Lawmatics, Zoom, Teams, etc.)

Why This Role Is Different

You will be involved in both legal work and client interaction
Your work directly impacts families planning for their future and protecting their assets
We value precision, organization, and clear communication
Opportunity for long-term growth within the firm

Compensation

Competitive monthly salary (based on experience)
Performance-based increases
Stable, long-term position
American Holidays off
10 Vacation Days per year
5 Sick days per year

What We Will Need From You to Apply:

A short introduction
Speed test screenshot
Computer RAM and Processor screenshot
A description of your experience with outbound calls
Your experience with Excel or tracking systems
Any legal or document-related experience
A video recording (3 minutes) introducing yourself and explaining your experience and why you are the best fit for this role
A writing sample (Do not use AI tools for this response. We are evaluating your natural writing ability.)

Prompt 1 for Writing Sample:
A client provides you with an incomplete Asset Inventory and a partially filled estate planning questionnaire.

Explain how you would:
Review the information
Identify missing or inconsistent details
Organize the information
Prepare it so that an attorney can efficiently draft estate planning documents

Prompt 2 for Writing Sample:
A client has not responded to requests for important information needed to complete their estate plan.

Write a message (email or call script) explaining:
Why the information is important
What is needed from them
Encouraging them to respond promptly in a professional and respectful way

SKILL REQUIREMENT

Attention to Detail Organization English Proficiency

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Full Time Remote Paralegal and Client Support for Estate Planning Law Firm

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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