Company Overview Outsourced is a leading ISO certified India & Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification.

We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.

Location: Remote

Work Type: Full-Time

Schedule: Tuesday to Saturday, 1:30 AM to 10:30 AM IST

About The Role A California law firm is looking for an exceptionally accurate, self-directed remote professional to prepare fiduciary court accountings and the complete filing packages that go with them. You will take each matter from raw financial records to a filing-ready package covering probate, conservatorship, trust, and Public Administrator accountings.

You'll work under a licensed California attorney and senior staff, using firm templates, and you'll flag anything that needs legal judgment rather than guessing.

Schedule Fully remote, Tuesday to Saturday, 1:30 AM to 10:30 AM IST. This overlaps with the firm's California workday (Monday to Friday, about 1:00 PM to 10:00 PM PDT / 12:00 PM to 9:00 PM PST), so you'll have real-time access to the attorneys and senior staff.

What You'll Do

- Review the electronic case file and build a matter-opening checklist of received and missing records, deadlines, and open questions
- Code and reconcile bank, brokerage, escrow, and sale records into accounting schedules, with no unexplained variances
- Draft petitions, reports,



and proposed orders from firm templates, using placeholders and issue lists instead of assumptions
- Assemble the full filing package (declarations, notices, proofs of service, exhibits, bookmarks) in Word and PDF, with a short completion memo of open items
- Send concise status updates and raise questions early

Must Have

- 3+ years in a legal-assistant, paralegal, fiduciary-accounting, bookkeeping, audit, or similar document-intensive role. A mix of legal and financial experience is strongly preferred.
- Proven experience preparing or reconciling financial schedules from bank statements and source records, with exact balancing and no forced figures
- Experience drafting or assembling formal legal documents for U.S. law firms, courts, fiduciaries, financial institutions, or regulated professional services

Technical skills

- Advanced Microsoft Excel: formulas, filters, sorting, date handling, reconciliation, and error checking
- Advanced Microsoft Word: formatting, tables, page numbering, and template-based drafting
- Advanced Adobe Acrobat or comparable PDF software: bookmarks, redaction, combining files, and quality control

Core abilities

- Excellent written English, with the ability to draft precise legal and financial narratives
- Exceptional attention to detail and numerical accuracy, with every figure traceable to a source document
- Ability to work independently from written templates and instructions,



and to recognize when legal judgment or clarification is needed
- Strong issue-spotting: missing records, statement gaps, duplicate payments, unusual transactions, and inconsistencies
- Strong organization and follow-through, including meeting deadlines and communicating early when something is blocked

Nice to Have

- U.S. probate, trust, estate, guardianship, conservatorship, elder law, fiduciary administration, or Public Administrator matters
- Preparing fiduciary, estate, trust, or court accountings, or audit workpapers

California familiarity

- California legal documents, Judicial Council forms, probate pleadings, or California court filing procedures

Team and tools

- Supporting a professional fiduciary, probate or trust attorney, accountant, auditor, or estate-administration team
- Legal case-management systems, cloud document platforms, secure remote desktops, or time-entry systems

Education

- Formal education in law, legal studies, accounting, finance, business, or audit

What we Offer

- Health Insurance: We provide medical coverage up to 20 lakh per annum, which covers you, your spouse, and a set of parents. This is available after one month of successful engagement.
- Professional Development: You'll have access to a monthly upskill allowance of ₹5000 for continued education and certifications to support your career growth.
- Leave Policy: Vacation Leave (VL): 10 days per year, available after probation. You can carry over or encash up to 5 unused days.
- Casual Leave (CL): 8 days per year for personal needs or emergencies, available from day one.
- Sick Leave: 12 days per year, available after probation.
- Versatile Work Hours or Remote Work Opportunities - Depending on the role and project.
- Outsourced Benefits such as Paternity Leave, Maternity Leave, etc.

📌 Probate and Fiduciary Accounting Specialist (India)
🏢 Outsourced
📍 India