Job Summary

Job Description

Equivity is seeking a part-time paralegal with recent experience supporting attorneys in estate planning. At this time, we are looking for paralegals with at least three years of experience, which should include preparation of estate planning documents, including trusts, utilizing estate-planning-specific and case management software. Experience in probate, guardianship, or conservatorship cases is a plus. If you have experience supporting attorneys in one or more of these specialty areas, and have previously assisted attorneys remotely, we want to hear from you!

Virtual paralegals at Equivity develop a portfolio of clients supporting a number of different attorneys. We are currently seeking a virtual paralegal to support attorneys with estate planning matters, which should include trust-based planning and assisting with preparation of documents including wills and trusts, powers of attorney, and documents involving the transfer of property such as deeds. Because many of our clients rely on estate planning-specific software, you should have experience using programs like ForeTrust, WealthCounsel or HotDocs. You should also be adept at using practice management software, such as Clio or MyCase; Microsoft Office, including Word and Excel; and editing PDFs.

Requirements

Bachelor’s degree
3+ years of recent (within the last six months) experience working as a paralegal in estate planning
Excellent writing and proofreading skills
Experience drafting and preparing wills and trusts, powers of attorney, and documents involving the transfer of property
Experience with estate planning software, preferably ForeTrust, Wealth Counsel or Hot Docs
Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
Advanced proficiency with Google Calendar, Google Docs, and Google Sheets
Experience editing PDFs
Availability to respond to requests within an hour during the hours of 9 AM – 6 PM, Monday Friday in one of the following time zones: Eastern, Central, Mountain, or Pacific
Your own laptop and smart phone with broadband access to Internet
Quiet location in which to take phone calls

These skills would be a plus:

Experience drafting and preparing pleadings, motions, petitions, and guardianship applications for a probate or guardianship-focused law office
Experience drafting complex estate planning documents and preparing accountings
Experience using practice management software, preferably Clio, PC Law, or Serengeti