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Virtual Estate Planning Paralegal

  • Remote
    • Miami, Florida, United States
    • New York City, New York, United States
    • Reno, Nevada, United States
    • Houston, Texas, United States
    • Phoenix, Arizona, United States
    • Atlanta, Georgia, United States
    • El Paso, Texas, United States
    • San Diego, California, United States
    • Los Angeles, California, United States
    • Washington D.C, Washington, United States
    • Boston, Massachusetts, United States
    • Philadelphia, Pennsylvania, United States
    • San Francisco, California, United States
    • Las Vegas, Nevada, United States
    • Reno, Nevada, United States
    • Fresno, California, United States
    • Tucson, Arizona, United States
    +16 more
  • $22 - $27 per hour
  • Legal

Job description

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

Key Responsibilities:

  • 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.

About You:

  • 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.

Why Equivity?

  • 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.

About Equivity:

Equivity offers virtual assistance to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals work with a high degree of autonomy and develop lasting relationships with clients ranging from solo practitioners to multi-partner firms.


Job requirements

  • Bachelor’s degree.

  • 3+ years of recent paralegal experience in estate planning.

  • Experience with estate planning software (for example ForeTrust, WealthCounsel, or HotDocs).

  • Availability to respond to requests within an hour, 9 AM - 6 PM, Monday – Friday.

  • Quiet location for phone calls.

If you want to learn more about Equivity’s world, visit:

www.equivityva.com

Equal Opportunity Employer:

Equivity is committed to providing a work environment free of discrimination and harassment, ensuring equal opportunities for all employees.

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