Equivity is hiring a
Probate Paralegal
Equivity
๐ต $45k
๐Remote - United States
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Summary
Join Equivity, a leading provider of virtual assistance services, as a Probate Paralegal with at least 3 years of experience. Enjoy comprehensive benefits, work from home, and grow based on performance. Requires a Bachelor's degree, proficiency in software, and availability for 20-40 hours per week.
Requirements
- Bachelorโs 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 โ Friday
- Your own Windows PC/laptop and smartphone with broadband access to the Internet
- Quiet location in which to take phone calls
Responsibilities
- Draft legal documents
- Manage case files
- Communicate with clients and court personnel
- Assist with trial preparation
- Provide administrative support
Benefits
- Comprehensive benefits including medical, vision, and dental coverage, sick days, an employee assistance program, and more
- Freedom to work from home
- Pay increases based on performance and dedication
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