Virtual Estate Planning & Probate Paralegal - Remote

Overview

Equivity is seeking a virtual paralegal to support attorneys in preparing estate plans, administering probate matters, and assisting with elder law issues such as long-term care and asset protection.

In Short

• Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives.
• Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings.
• Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions.
• Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software.
• Assist with client intake, court filings, and coordination with court personnel and financial professionals.
• Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM).

Requirements

• Minimum of 3 years of recent paralegal experience in estate planning and/or probate law.
• Elder law experience is preferred and valued.
• Experience with conservatorships, guardianships, or Medicaid planning is a plus.
• Familiarity with case management software such as Clio, MyCase, or similar.
• Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred.
• Skilled in managing probate administration and preparing comprehensive estate planning packages.
• Highly organized, self-motivated, and comfortable working independently in a virtual environment.
• Equipped with a Windows-based laptop, smartphone, and broadband internet connection.

Benefits

• Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements.
• Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work.
• Performance Bonuses: Quarterly incentives are awarded for exceptional performance.
• Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients.