Equivity is hiring a
Estate Planning Paralegal

Summary

Join Equivity as a part-time virtual paralegal with at least 3 years of experience in estate planning. Support attorneys remotely, prepare estate planning documents, and use specific software. Must have excellent writing skills, be available during business hours, and work from home.

Requirements

• At least 3 years of experience in estate planning
• Bachelor’s degree
• 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
• Your own laptop and smartphone with broadband access to the Internet
• Quiet location in which to take phone calls

Responsibilities

• Support attorneys remotely
• Prepare estate planning documents, including trusts and wills

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