Virtual Estate Planning Paralegal

Equivity is seeking an experienced virtual paralegal to support attorneys exclusively in estate planning matters. Candidates should have deep experience drafting estate planning documents and working directly with clients to gather necessary information and ensure comprehensive, personalized plans. 

Key Responsibilities: 

• Draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives. 

• Organize and manage client asset information, including beneficiary designations, funding instructions, and trust schedules. 

• Prepare document summaries, flowcharts, and other client deliverables to assist attorneys in client presentations. 

• Assist in preparing meeting materials and maintaining detailed notes and action items from planning sessions with attorneys and clients. Maintain and manage case files, deadlines, and correspondence using cloud-based legal software. 

• Coordinate with financial advisors, insurance professionals, and other stakeholders to ensure seamless implementation of estate plans. 

• Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM). 

About You: 

• Minimum of 3 years of recent paralegal experience focused on estate planning. 

• Skilled in preparing comprehensive estate planning packages with minimal supervision. 

• Familiarity with estate planning drafting software such as WealthCounsel or HotDocs is strongly preferred. 

• Experience working with high-net-worth clients, blended families, or complex estate structures is a plus. 

• Organized, detail-oriented, and capable of working independently in a virtual environment. 

• Familiar with legal CRMs and cloud-based case management systems such as Clio, MyCase, or similar. 

• Equipped with a Windows-based laptop, smartphone, and broadband internet connection. 

Why Work with Equivity? 

• 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. 

About Equivity: 
Equivity provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. 

Requirements: 

• Bachelor’s degree. 

• Minimum 3 years of recent paralegal experience, with a focus on estate planning. 

• Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM. 

• Ability to work 20–40 hours per week on an ongoing basis. 

To learn more about Equivity, visit www.equivityva.com 

Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment.