Remote Estate Planning and Probate Paralegal

Equivity is seeking a skilled Estate Planning & Probate Paralegal with a minimum of three years of experience supporting attorneys in estate planning, probate, and trust administration.

In this role, you will work as part of a dedicated, long-term team of legal professionals, partnering directly with attorneys while being fully supported by Equivity’s internal operations and leadership. We are looking for a highly organized, detail-oriented professional with a strong foundation in estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment.

Key Responsibilities:

Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents

Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents

Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings

Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents

Assist with asset identification, beneficiary coordination, and document organization

Communicate professionally with clients, courts, and third parties throughout the estate administration process

Maintain and organize case files, track deadlines, and ensure timely filings

Assist with estate funding and post‑execution follow‑up

Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution

About You

Minimum 3 years of experience working in Estate Planning and Probate

Bachelor's degree required

Minimum availability of 20 hours/week to start

Ability to work independently and manage multiple cases

Strong attention to detail and communication skill

Proficiency with Microsoft Office and Adobe

Experience with legal software (Clio or similar is a plus)

Experience with Estate Planning software such as Wealth Counsel

Windows‑based computer preferred

Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)

Why You’ll Love Working Here
At Equivity, you are part of a dedicated, internally managed team of legal professionals—not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work. You’ll be supported by an experienced operations team and work in a collaborative, professional environment that values quality and long‑term relationships.

Benefits

Medical, dental, and vision coverage

Paid sick time and employee discounts

Quarterly performance bonuses

Reimbursement of certain expenses

Professional development and advancement opportunities

Supportive and inclusive remote work culture

About Equivity
Equivity provides virtual paralegal, administrative, reception, staffing and marketing services to attorneys and businesses nationwide. Our team works remotely while maintaining a collaborative, professional environment built on long‑term support, consistency, and client success.

To apply, visit www.equivityva.com.

Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.

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