Virtual Estate Planning Paralegal - Remote

Overview

Equivity is seeking a part-time paralegal with recent experience supporting attorneys in Estate Planning.

In Short

• Assist attorneys with trust-based estate planning, including drafting wills, trusts, powers of attorney, and deeds.
• Prepare estate planning documents and manage case files.
• Respond to client communications within one hour, 9 am – 6 pm.
• Work independently with minimal oversight, providing exceptional remote support.

Requirements

• 3+ years of recent experience in estate planning law.
• Proficient with estate planning software (ForeTrust, WealthCounsel) and practice management tools (Clio, MyCase).
• Skilled in Microsoft Office and editing PDFs.
• Strong organizational, communication, and time-management skills.
• Comfortable working remotely and having your own laptop and smartphone with broadband internet access.

Benefits

• Comprehensive Benefits: Medical, vision, dental benefits, sick days, employee discounts, EAP, and expense reimbursements.
• Growth Opportunities: Earn a $1 raise after billing 40 hours/month and another $1 raise at 80 hours/month.
• Work Flexibility: Enjoy the autonomy of working from home.