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:

• Bachelors 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 2040 hours per week on an ongoing basis.

  Minimal Specifications:

  Windows 10

  2GHz processing speed (typically Intel or AMD) i5 processor & above

  8GBRAM

  100GBof hard drive space

  Bitdefender McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic

To learn more about Equivity visit

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