Virtual Probate Paralegal

Are you a seasoned Probate paralegal? Do you have a skill for details and a passion for delivering impeccable service? Equivity, a pioneering name in providing specialized virtual assistance across the US, invites you to be a part of our dedicated team!

Why Equivity?

Comprehensive Benefits: We don’t just promise a job; we offer a great place to work. Enjoy medical, vision, and dental benefits along with sick days. In addition to an employee assistance program (EAP), take advantage of employee discounts, expense reimbursements, and an employee savings account.

Growth Opportunities: Equivity stands out for its commitment to employee growth. Demonstrate consistent performance and dedication to working with our clients, and you may be eligible for pay increases in as little as three months! With us, every endeavor is an opportunity for recognition and growth.

Position Overview:

We are keen on welcoming a virtual paralegal who:

• Holds expertise in Probate- experience in trusts & estates, trust administration, guardianship, or conservatorship in probate courts. 
• Comes with a minimum of three years of Probate experience.
• Has been engaged in a law firm setting within the past six months.
• Is technologically proficient, especially with Word, Excel, Adobe, and preferably with cloud-based practice management software like Wealth Counsel.

About Equivity:

Equivity provides virtual assistance to clients across the United States, with specialties in administrative, marketing, and paralegal support services. Equivity works closely with our clients to provide them with virtual paralegals who are experienced in their field and have successfully worked in a remote or virtual environment. Our rich portfolio possesses clients ranging from solo legal practitioners to multi-partner law firms across varied law specialties. Our virtual paralegals are not just employees; they are the pillars of our esteemed organization, working autonomously and fostering valued relationships with our clientele.

You can expect to:

• Operate with significant independence.
• Be responsible for maintaining timely communication with clients between 9am – 6pm with a close responsiveness commitment.
• Experience the freedom and flexibility of working from the comfort of your home.

The selected paralegal will come on board as a W-2 employee (not a 1099 independent contractor), with a minimum availability of 20 hours per week. The starting pay for this role is $22/hr.

Come discover the opportunities that await at Equivity! We welcome applicants throughout the US!

If you want to learn more about Equivity’s world visit www.equivityva.com

• Position requirements:
• Bachelor’s degree
• 3+ years of recent experience working as a paralegal in a probate law firm
• Experience preparing pleadings, motions, petitions, and guardianship applications for a probate law office
• Ability to review and understand wills and trusts
• Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information
• Experience corresponding with creditors and debtors to obtain pertinent information
• Experience preparing asset lists, inventories and accountings
• Experience coordinating with CPAs and other financial professionals to prepare tax returns
• Experience with estate planning and probate software, preferably Wealth Counsel
• Experience using practice management software, preferably Clio, PC Law, or Serengeti
• Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
• Advanced proficiency with Google Calendar, Google Docs, and Google Sheets
• Experience editing PDFs
• Availability to respond to requests within an hour during the hours of 9 AM - 6 PM, Monday – Friday Eastern Time
• Your own laptop and smart phone with broadband access to Internet
• Quiet location in which to take phone calls