Estate Planning and Probate Paralegal

Equivity is seeking a skilled Estate Planning & Probate Paralegal with a minimum of three years of experience supporting attorneys in estate planning, probate, and trust administration. 

In this role, you will work as part of a dedicated, long-term team of legal professionals, partnering directly with attorneys while being fully supported by Equivity’s internal operations and leadership. We are looking for a highly organized, detail-oriented professional with a strong foundation in estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment. 

Key Responsibilities:  

• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents  

• Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents  

• Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings  

• Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents  

• Assist with asset identification, beneficiary coordination, and document organization  

• Communicate professionally with clients, courts, and third parties throughout the estate administration process  

• Maintain and organize case files, track deadlines, and ensure timely filings  

• Assist with estate funding and post-execution follow-up  

• Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution  

About You 

• Minimum 3 years of experience working in Estate Planning and Probate 

• Bachelor's degree required  

• Minimum availability of 20 hours/week to start    

• Ability to work independently and manage multiple cases    

• Strong attention to detail and communication skill    

• Proficiency with Microsoft Office and Adobe    

• Experience with legal software (Clio or similar is a plus)    

• Experience with Estate Planning software such as Wealth Counsel 

• Windows-based computer preferred    

• Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)    

Why You’ll Love Working Here    

At Equivity, you are part of a dedicated, internally managed team of legal professionals—not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work. You’ll be supported by an experienced operations team and work in a collaborative, professional environment that values quality and long-term relationships.    

Benefits    

• Medical, dental, and vision coverage    

• Paid sick time and employee discounts    

• Quarterly performance bonuses    

• Reimbursement of certain expenses   

• Professional development and advancement opportunities    

• Supportive and inclusive remote work culture    

About Equivity    

Equivity provides virtual paralegal, administrative, reception, staffing and marketing services to attorneys and businesses nationwide. Our team works remotely while maintaining a collaborative, professional environment built on long-term support, consistency, and client success.     

To learn more, visit www.equivityva.com.    

Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.