Virtual Estate Planning & Probate Paralegal - Remote

Overview

Join Equivity, a leading provider of specialized virtual assistance services in the US, as a Virtual Estate Planning & Probate Paralegal. In this role, you will provide high-level legal support in both estate planning and probate matters while working remotely.

In Short

• Provide support in probate and estate planning matters.
• Draft estate planning documents such as wills, trusts, powers of attorney, and documents for probate matters.
• Prepare asset lists, inventories, and accountings in probate cases.
• Manage case files, assist with trial preparation, and coordinate with clients, court personnel, creditors, and financial professionals.
• Respond to client communications within one hour (9 AM – 6 PM).
• Review wills and trusts, assist with guardianship applications, and prepare related pleadings.

Requirements

• 3+ years of recent paralegal experience in estate planning and/or probate law.
• Experience with estate planning software (e.g., ForeTrust, WealthCounsel) and probate practice management tools (e.g., Clio, MyCase).
• Proficient in Microsoft Office, Google Suite, and editing PDFs.
• Tech-savvy with video conferencing experience and access to a Windows laptop and smartphone with broadband internet.
• Strong organizational, communication, and time-management skills.
• Ability to work independently with minimal oversight in a remote work environment.
• Availability to respond to requests within one hour, 9 AM - 6 PM, Monday – Friday.

Benefits

• Comprehensive benefits: Medical, vision, dental, sick days, employee discounts, EAP, and expense reimbursements.
• Flexibility: Enjoy the autonomy of working from home.
• Work with a variety of clients, from solo practitioners to multi-partner firms, providing lasting, high-quality support.