Equivity is hiring a
Estate Planning Paralegal

Summary

The job is for a part-time virtual paralegal with at least 3 years of experience in estate planning, who will support attorneys remotely and prepare estate planning documents. The position offers a starting pay of $22 per hour.

Requirements

• At least 3 years of experience working as a paralegal in estate planning
• Excellent writing and proofreading skills
• Experience drafting and preparing wills and trusts, powers of attorney, and documents involving the transfer of property
• Experience with estate planning software, preferably ForeTrust, Wealth Counsel, or Hot Docs
• Expert proficiency in utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
• Advanced proficiency with Google Calendar, Google Docs, and Google Sheets
• Experience editing PDFs
• Availability to respond to requests within an hour during the hours of 9 AM - 6 PM, Monday – Friday in one of the following time zones: Eastern, and Central
• Your own laptop and smartphone with broadband access to the Internet
• Quiet location in which to take phone calls

Responsibilities

Support attorneys with estate planning matters, which should include trust-based planning and assisting with the preparation of documents including wills and trusts, powers of attorney, and documents involving the transfer of property

Preferred Qualifications

• Experience drafting and preparing pleadings, motions, petitions, and guardianship applications for a probate or guardianship-focused law office
• Experience drafting complex estate planning documents and preparing accountings
• Experience using practice management software, preferably Clio, PC Law, or Serengeti