Probate Paralegal

Summary

Join Equivity as a seasoned paralegal specializing in Probate, enjoy comprehensive benefits, and grow with us while earning pay increases based on performance and dedication.

Requirements

• Bachelor’s 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 – Friday
• Your own Windows PC/laptop and smartphone with broadband access to the Internet

Responsibilities

• Drafting legal documents
• Managing case files
• Communicating with clients and court personnel
• Assisting with trial preparation
• Providing administrative support