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Virtual Estate Planning & Probate Paralegal

  • Remote
    • Miami, Florida, United States
    • New York City, New York, United States
    • Houston, Texas, United States
    • Atlanta, Georgia, United States
    • Los Angeles, California, United States
    • Washington D.C, Washington, United States
    • Philadelphia, Pennsylvania, United States
    • San Francisco, California, United States
    • Chicago, Illinois, United States
    • Dallas, Texas, United States
    +9 more
  • $25 - $29 per hour
  • Legal

Job 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.

Job 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.

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