Job Description
Job Description
Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters. Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus. This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care.
- 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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