Virtual Estate Planning Paralegal - Remote

Overview

Equivity is seeking an experienced virtual paralegal to support attorneys exclusively in estate planning matters. Candidates should have deep experience drafting estate planning documents and working directly with clients to gather necessary information and ensure comprehensive, personalized plans.

In Short

• Draft estate planning documents, including wills, trusts, and powers of attorney.
• Organize and manage client asset information.
• Prepare document summaries and client deliverables.
• Assist in preparing meeting materials and maintaining detailed notes.
• Coordinate with financial advisors and other stakeholders.
• Maintain proactive communication with clients during business hours.
• Minimum of 3 years of paralegal experience in estate planning.
• Skilled in preparing comprehensive estate planning packages.
• Familiarity with estate planning drafting software preferred.
• Organized and detail-oriented, capable of working independently.

Requirements

• Bachelor’s degree.
• Minimum 3 years of recent paralegal experience focused on estate planning.
• Availability to respond to client requests within one hour.
• Ability to work 20–40 hours per week on an ongoing basis.

Benefits

• Comprehensive Benefits: Medical, dental, vision, paid sick leave, and employee discounts.
• Flexible Remote Work: Work from home while contributing to meaningful legal work.
• Performance Bonuses: Quarterly incentives for exceptional performance.
• Professional Growth: Work with experienced professionals and develop long-term client relationships.