What are the responsibilities and job description for the Virtual Estate Planning Paralegal position at Equivity, Inc.?
Equivity is seeking a part-time paralegal with recent experience supporting attorneys in Estate Planning.
Key Responsibilities :
Assist attorneys with trust-based estate planning, including drafting wills, trusts, powers of attorney, and deeds.
Prepare estate planning documents and manage case files.
Respond to client communications within one hour, 9 am – 6 pm.
Work independently with minimal oversight, providing exceptional remote support.
About You :
3 years of recent experience in estate planning law.
Proficient with estate planning software (ForeTrust, WealthCounsel) and practice management tools (Clio, MyCase).
Skilled in Microsoft Office and editing PDFs.
Strong organizational, communication, and time-management skills.
Comfortable working remotely and having your own laptop and smartphone with broadband internet access.
Why Equivity?
Comprehensive Benefits : Medical, vision, dental benefits, sick days, employee discounts, EAP, and expense reimbursements.
Growth Opportunities : Earn a $1 raise after billing 40 hours / month and another $1 raise at 80 hours / month.
Work Flexibility : Enjoy the autonomy of working from home.
About Equivity :
Equivity offers virtual assistance to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals work with a high degree of autonomy and develop lasting relationships with clients ranging from solo practitioners to multi-partner firms.
Bachelor’s degree.
3 years of recent paralegal experience in estate planning.
Experience with estate planning software (for example ForeTrust, WealthCounsel, or HotDocs).
Availability to respond to requests within an hour, 9 AM - 6 PM, Monday – Friday.
Quiet location for phone calls.
If you want to learn more about Equivity’s world, visit :
www.equivityva.com
Equal Opportunity Employer :
Equivity is committed to providing a work environment free of discrimination and harassment, ensuring equal opportunities for all employees.
