Estate Planning and Probate Paralegal

Summary

Join Equivity as a Virtual Estate Planning & Probate Paralegal and provide high-level legal support remotely. You will handle estate planning and probate matters, drafting documents, managing case files, and coordinating with various parties. This role requires 3+ years of paralegal experience in estate planning and/or probate law, proficiency in relevant software and Microsoft Office Suite, and strong organizational and communication skills. Equivity offers comprehensive benefits including medical, vision, dental, sick days, employee discounts, and expense reimbursements, along with the flexibility of working from home. You will work with diverse clients, providing lasting, high-quality support.

Requirements

• 3+ years of recent paralegal experience in estate planning and/or probate law
• Experience with estate planning software (e.g., ForeTrust, WealthCounsel) and probate practice management tools (e.g., Clio, MyCase)
• Proficient in Microsoft Office, Google Suite, and editing PDFs
• Tech-savvy with video conferencing experience and access to a Windows laptop and smartphone with broadband internet
• Strong organizational, communication, and time-management skills
• Ability to work independently with minimal oversight in a remote work environment
• Availability to respond to requests within one hour, 9 AM - 6 PM, Monday – Friday
• Bachelor's degree
• Quiet location for phone calls

Responsibilities

• Provide support in probate and estate planning matters
• Draft estate planning documents such as wills, trusts, powers of attorney, and documents for probate matters
• Prepare asset lists, inventories, and accountings in probate cases
• Manage case files, assist with trial preparation, and coordinate with clients, court personnel, creditors, and financial professionals
• Respond to client communications within one hour (9 AM – 6 PM)
• Review wills and trusts, assist with guardianship applications, and prepare related pleadings

Benefits

• Medical
• Vision
• Dental
• Sick days
• Employee discounts
• EAP
• Expense reimbursements
• Flexibility: Enjoy the autonomy of working from home