Estate Planning and Probate Paralegal - Remote

Overview

Equivity is seeking a skilled Estate Planning & Probate Paralegal with a minimum of three years of experience supporting attorneys in estate planning, probate, and trust administration.

In Short

• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents
• Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents
• Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings
• Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents
• Assist with asset identification, beneficiary coordination, and document organization
• Communicate professionally with clients, courts, and third parties throughout the estate administration process
• Maintain and organize case files, track deadlines, and ensure timely filings
• Assist with estate funding and post-execution follow-up
• Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution

Requirements

• Minimum 3 years of experience working in Estate Planning and Probate
• Bachelor's degree required
• Minimum availability of 20 hours/week to start
• Ability to work independently and manage multiple cases
• Strong attention to detail and communication skill
• Proficiency with Microsoft Office and Adobe
• Experience with legal software (Clio or similar is a plus)
• Experience with Estate Planning software such as Wealth Counsel
• Windows-based computer preferred
• Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)

Benefits

• Medical, dental, and vision coverage
• Paid sick time and employee discounts
• Quarterly performance bonuses
• Reimbursement of certain expenses
• Professional development and advancement opportunities
• Supportive and inclusive remote work culture