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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

Are you an experienced paralegal with a background in estate planning, probate, or elder law? Equivity is seeking a virtual paralegal to support attorneys in preparing estate plans, administering probate matters, and assisting with elder law issues such as long-term care and asset protection. If you have experience with conservatorships, guardianships, or Medicaid planning, that’s a strong plus! 

Key Responsibilities: 

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

  • Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings. 

  • Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions. 

  • Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software. 

  • Assist with client intake, court filings, and coordination with court personnel and financial professionals. 

  • 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 in estate planning and/or probate law. 

  • Elder law experience is preferred and valued. 

  • Experience with conservatorships, guardianships, or Medicaid planning is a plus. 

  • Familiarity with case management software such as Clio, MyCase, or similar. 

  • Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred.  

  • Skilled in managing probate administration and preparing comprehensive estate planning packages. 

  • Highly organized, self-motivated, and comfortable working independently in a virtual environment. 

  • 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, one at least two (2) of the areas listed above. 

  • 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. 

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