Job Description
Estate Planning & Probate Paralegal (Remote)
Equivity is seeking an experienced Estate Planning & Probate Paralegal with at least three years of law firm experience supporting attorneys in estate planning, probate, and trust administration.
In this fully remote role, you’ll work as part of a dedicated, long‑term internal team, partnering directly with attorneys while being supported by Equivity’s operations and leadership. We’re looking for a highly organized, detail‑oriented professional with strong knowledge of estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment.
- Key Responsibilities
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
- Support probate and trust administration, including petitions, inventories, accountings, and court filings
- Use estate planning drafting software (WealthCounsel, ElderCounsel, or similar) to generate and manage documents
- Assist with asset identification, beneficiary coordination, and document organization
- Communicate professionally with clients, courts, and third parties throughout the administration process
- Maintain organized case files, track deadlines, and ensure timely filings
- Assist with estate funding and post‑execution follow‑up
- Adapt to varying attorney workflows and support matters from intake through completion
- About You
- Minimum 3 years of estate planning and probate experience
- Bachelor’s degree required
- Availability of 20+ hours per week
- Strong organizational and communication skills
- Ability to manage multiple matters independently
- Proficiency with Microsoft Office and Adobe
- Experience with Clio or similar legal software preferred
- Experience with WealthCounsel or comparable estate planning software
- Windows‑based computer preferred
- Ability to respond within 1 hour during business hours (9 AM–6 PM)
Why You’ll Love Working Here
At Equivity, you’re part of a stable, internally managed team, not a temporary placement. You’ll work with established attorneys while enjoying the flexibility of remote work, supported by an experienced operations team. We value professionalism, collaboration, and long‑term client relationships.
- Benefits
- Medical, dental, and vision coverage
- Paid sick time and employee discounts
- Quarterly performance bonuses
- Expense reimbursements
- Professional development and advancement opportunities
- Supportive, inclusive remote work culture
About Equivity
Equivity provides virtual paralegal, administrative, reception, staffing, and marketing services to attorneys and businesses nationwide. Our remote team thrives in a collaborative, professional environment built on consistency, quality, and long‑term client success.
Learn more at www.equivityva.com.
Equivity is an Equal Opportunity Employer committed to diversity and inclusion.
Pay: $25.00 - $29.00 per hour
Expected hours: 20.0 – 40.0 per week
- Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
- Application Question(s):
- Do you have a completed bachelor's degree?
- How many years of experience do you have in Probate and/or Estate Planning?
- Do you have experience with legal software such as Clio, PracticePanther, or similar platforms?
- Please confirm that you have a personal computer, smartphone, and reliable high-speed internet.
Work Location: Remote
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