Remote Estate Planning and Probate Paralegal

Equivity, Inc.; Tucson (AZ); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid sick time

Quarterly performance bonuses

Professional development opportunities

Supportive remote work culture

Job summary

A virtual paralegal services company is seeking an experienced Estate Planning & Probate Paralegal. This role involves providing comprehensive legal support, drafting essential documents, and managing probate matters. The ideal candidate should possess a Bachelor's degree and have a minimum of three years' experience in estate planning and probate. The position offers flexibility with remote work and a supportive team environment, along with various benefits including medical coverage and performance bonuses.

Qualifications

• Minimum 3 years of experience in Estate Planning and Probate.
• Proficiency in drafting legal documents and managing cases.
• Ability to work independently and adapt quickly.
• Ability to work independently and manage multiple cases
• 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)

Responsibilities

• Provide comprehensive paralegal support for estate planning and probate.
• Prepare wills, trusts, and other estate planning documents.
• Communicate with clients and courts throughout the administration process.
• 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

Skills

Estate Planning

Probate Law

Legal Document Drafting

Client Communication

Attention to Detail

Education

Bachelor's degree

Tools

WealthCounsel

Microsoft Office

Clio

Clio

Job description

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.