Virtual Estate Planning & Probate Paralegal

Summary

Join Equivity as a virtual paralegal and support attorneys in estate planning, probate, and elder law. You will draft legal documents, prepare and file probate documents, and assist with elder law matters. Responsibilities include managing case files, assisting with client intake, and maintaining professional communication. A minimum of 3 years of paralegal experience in estate planning and/or probate law is required, along with a bachelor's degree. Preferred qualifications include elder law experience and familiarity with specific software. Equivity offers comprehensive benefits, flexible remote work, performance bonuses, and professional growth opportunities.

Requirements

• Minimum of 3 years of recent paralegal experience in estate planning and/or probate law
• Equipped with a Windows-based laptop, smartphone, and broadband internet connection
• Bachelor’s degree
• Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above
• 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, trusts, powers of attorney, and advance directives
• Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings
• Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions
• Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software
• Assist with client intake, court filings, and coordination with court personnel and financial professionals
• Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM)

Preferred Qualifications

• Elder law experience is preferred and valued
• Experience with conservatorships, guardianships, or Medicaid planning is a plus
• Familiarity with case management software such as Clio, MyCase, or similar
• Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred
• Skilled in managing probate administration and preparing comprehensive estate planning packages
• Highly organized, self-motivated, and comfortable working independently in a virtual environment

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