Estate Planning Paralegal

Summary

Join Equivity as a part-time paralegal supporting attorneys in estate planning. You will assist with drafting legal documents, manage case files, and communicate with clients promptly. This remote position requires 3+ years of estate planning experience, proficiency in relevant software, and strong organizational skills. Equivity offers comprehensive benefits including medical, vision, dental, sick days, employee discounts, and growth opportunities with potential raises based on billable hours. Enjoy the flexibility of working from home.

Requirements

• Bachelor’s degree
• 3+ years of recent paralegal experience in estate planning
• Experience with estate planning software (for example ForeTrust, WealthCounsel, or HotDocs)
• Availability to respond to requests within an hour, 9 AM - 6 PM, Monday – Friday
• Quiet location for phone calls
• Proficient with estate planning software (ForeTrust, WealthCounsel) and practice management tools (Clio, MyCase)
• Skilled in Microsoft Office and editing PDFs
• Strong organizational, communication, and time-management skills
• Comfortable working remotely and having your own laptop and smartphone with broadband internet access

Responsibilities

• Assist attorneys with trust-based estate planning, including drafting wills, trusts, powers of attorney, and deeds
• Prepare estate planning documents and manage case files
• Respond to client communications within one hour, 9 am – 6 pm
• Work independently with minimal oversight, providing exceptional remote support

Preferred Qualifications

3+ years of recent experience in estate planning law

Benefits

• Medical, vision, dental benefits
• Sick days
• Employee discounts
• EAP
• Expense reimbursements
• Earn a $1 raise after billing 40 hours/month and another $1 raise at 80 hours/month
• Enjoy the autonomy of working from home