Estate Planning Paralegal

Summary

Join Equivity as a part-time virtual paralegal with recent experience supporting attorneys in estate planning. We are seeking individuals with at least three years of experience and expertise in utilizing estate-planning-specific software, such as ForeTrust or HotDocs.

Requirements

• Bachelor’s degree
• 3+ years of recent 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
• Availability to respond to requests within an hour during the hours of 9 AM - 6 PM, Monday – Friday

Responsibilities

• Support attorneys with estate planning matters, including trust-based planning and assisting with the preparation of documents like wills and trusts
• Prepare estate planning documents, including trusts, utilizing estate-planning-specific software
• Assist attorneys remotely in preparing documents involving the transfer of property such as deeds

Benefits

Starting pay is $22 per hour