Virtual Probate Paralegal

Summary

Join Equivity, a leading provider of virtual assistance services, as a seasoned paralegal specializing in Probate. You will draft legal documents, manage case files, and assist with trial preparation. Responsibilities include communicating with clients and relevant parties, preparing asset lists, reviewing wills and trusts, and providing general administrative support. This work-from-home position requires 3+ years of probate paralegal experience, proficiency in relevant software, and a Bachelor's degree. Equivity offers competitive benefits including medical, vision, dental, sick days, employee discounts, and growth opportunities with potential raises based on billable hours.

Requirements

• 3+ years of recent paralegal experience in Probate Law
• Experience preparing pleadings, motions, petitions, and guardianship applications
• Proficient with estate planning and probate software (e.g. Wealth Counsel)
• Skilled in practice management software (e.g. Clio)
• Proficient in Microsoft Office and Google Suite
• Tech-savvy with experience using video conferencing platforms
• Have your own Windows laptop and smartphone with internet access
• Bachelor’s degree
• 3+ years of recent paralegal experience in Probate law
• Experience with asset inventories, financial coordination, and correspondence with clients and creditors
• Availability to respond within an hour, 9 AM - 6 PM, Monday – Friday
• Quiet location for phone calls

Responsibilities

• Draft legal documents, manage case files, and assist with trial preparation
• Communicate with clients, court personnel, creditors, and other relevant parties
• Prepare asset lists, inventories, and accountings
• Review wills and trusts and coordinate with financial professionals
• Provide general administrative support in Probate matters

Benefits

• Medical, vision, dental benefits
• Sick days
• Employee discounts
• EAP
• Expense reimbursements
• You will be eligible for a $1 raise after billing 40 hours/month, and another $1 raise upon reaching 80 hours/month
• Enjoy working from home