Estate Planning Coordinator

2 days ago


Taguig, National Capital Region, Philippines beBeeProject Full time $40,000 - $60,000

We are seeking a highly organized and proactive project coordinator to support our estate planning and related services. This role is ideal for someone with strong coordination skills who thrives in a structured environment and enjoys client-facing communication.

Key Responsibilities:
  • Review all existing open files and convert them into structured projects, identifying key milestones, deliverables, timelines, and deadlines.
  • Build and maintain internal status review documentation to track progress and ensure accountability.
  • Serve as the primary point of contact for clients, proactively delivering file updates with a consistent communication cadence.
  • Coordinate with legal staff and external stakeholders to ensure timely completion of tasks and adherence to deadlines.

This role requires recent hands-on experience with project management tools and demonstrated administrative background.



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