Virtual Estate Planning Paralegal

Summary

Join Equivity as a virtual paralegal supporting attorneys in estate planning. Draft estate planning documents, manage client information, and prepare client deliverables. Collaborate with attorneys, clients, and other professionals to ensure seamless plan implementation. Maintain proactive communication with clients and manage case files using cloud-based software. This role requires at least 3 years of estate planning paralegal experience and proficiency in drafting estate planning documents. Equivity offers comprehensive benefits, flexible remote work, performance bonuses, and professional growth opportunities.

Requirements

• Minimum of 3 years of recent paralegal experience focused on estate planning
• Skilled in preparing comprehensive estate planning packages with minimal supervision
• Organized, detail-oriented, and capable of working independently in a virtual environment
• Familiar with legal CRMs and cloud-based case management systems such as Clio, MyCase, or similar
• Equipped with a Windows-based laptop, smartphone, and broadband internet connection
• Bachelor’s degree
• Minimum 3 years of recent paralegal experience, with a focus on estate planning
• Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM
• Ability to work 20–40 hours per week on an ongoing basis

Responsibilities

• Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives
• Organize and manage client asset information, including beneficiary designations, funding instructions, and trust schedules
• Prepare document summaries, flowcharts, and other client deliverables to assist attorneys in client presentations
• Assist in preparing meeting materials and maintaining detailed notes and action items from planning sessions with attorneys and clients
• Maintain and manage case files, deadlines, and correspondence using cloud-based legal software
• Coordinate with financial advisors, insurance professionals, and other stakeholders to ensure seamless implementation of estate plans
• Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM)

Preferred Qualifications

• Familiarity with estate planning drafting software such as WealthCounsel or HotDocs is strongly preferred
• Experience working with high-net-worth clients, blended families, or complex estate structures is a plus

Benefits

• Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements
• Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work
• Performance Bonuses: Quarterly incentives are awarded for exceptional performance
• Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients