Job description
Description
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.
Key Responsibilities:
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.
About You:
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.
Why Equivity?
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.
About Equivity:
Equivity offers virtual assistance to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals work autonomously, building strong relationships with clients.
Requirements
Bachelor’s degree.
Quiet location for phone calls.
Equal Opportunity Employer: Equivity is committed to a discrimination-free work environment and equal opportunities for all employees.
For more information, visit www.equivityva.com.
