Equivity is hiring a
Probate Paralegal
closedEquivity
π΅ $45k
πRemote - United States
Summary
The job is for a virtual Probate paralegal with at least 3 years of experience, offering comprehensive benefits and flexible work hours. The position requires a Bachelor's degree, proficiency in various software, and availability to respond to requests within an hour during business hours.
Requirements
- Bachelorβs degree
- 3+ years of recent experience working as a paralegal in a probate law firm
- Experience preparing pleadings, motions, petitions, and guardianship applications for a probate law office
- Ability to review and understand wills and trusts
- Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information
- Experience corresponding with creditors and debtors to obtain pertinent information
- Experience preparing asset lists, inventories and accountings
- Experience coordinating with CPAs and other financial professionals to prepare tax returns
- Experience with estate planning and probate software, preferably Wealth Counsel
- Experience using practice management software, preferably Clio, PC Law, or Serengeti
- Expert proficiency with 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 β Friday EST
- Your own Windows PC/laptop and smartphone with broadband access to the Internet
- Quiet location in which to take phone calls
Responsibilities
- Drafting legal documents
- Managing case files
- Communicating with clients and court personnel
- Assisting with trial preparation
- Providing administrative support
Benefits
- Comprehensive benefits including medical, vision, and dental coverage
- Sick days
- An employee assistance program
This job is filled or no longer available
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