Virtual Estate Planning & Probate Paralegal

Internal Revenue Service; Miami (FL); Remote; USD 50,000 - 75,000; Full time

Job summary

Join a leading provider of virtual assistance services as a Virtual Estate Planning & Probate Paralegal. This role involves drafting essential legal documents and managing probate cases while working remotely, offering the chance to make a significant impact and enjoy comprehensive benefits.

Benefits

Comprehensive benefits: Medical, vision, dental

Employee discounts

Expense reimbursements

Flexibility of working from home

Qualifications

• 3+ years of recent paralegal experience in estate planning and/or probate law.
• Experience with estate planning and probate management software.
• Ability to work independently in a remote environment.

Responsibilities

• Provide support in probate and estate planning matters.
• Draft estate planning documents and prepare asset lists.
• Manage case files and respond to client communications promptly.

Skills

Organizational skills

Communication skills

Time-management skills

Tech-savviness

Education

Bachelor's degree

Tools

Estate planning software

Probate practice management tools

Microsoft Office

Google Suite

Job description

Job description

Join Equivity, a leading provider of specialized virtual assistance services in the US, as a Virtual Estate Planning & Probate Paralegal. In this role, you will provide high-level legal support in both estate planning and probate matters while working remotely.

Key Responsibilities:

• Provide support in probate and estate planning matters.

• Draft estate planning documents such as wills, trusts, powers of attorney, and documents for probate matters.

• Prepare asset lists, inventories, and accountings in probate cases.

• Manage case files, assist with trial preparation, and coordinate with clients, court personnel, creditors, and financial professionals.

• Respond to client communications within one hour (9 AM – 6 PM).

• Review wills and trusts, assist with guardianship applications, and prepare related pleadings.

About You:

• 3+ years of recent paralegal experience in estate planning and/or probate law.

• Experience with estate planning software (e.g., ForeTrust, WealthCounsel) and probate practice management tools (e.g., Clio, MyCase).

• Proficient in Microsoft Office, Google Suite, and editing PDFs.

• Tech-savvy with video conferencing experience and access to a Windows laptop and smartphone with broadband internet.

• Strong organizational, communication, and time-management skills.

• Ability to work independently with minimal oversight in a remote work environment.

• Availability to respond to requests within one hour, 9 AM - 6 PM, Monday – Friday.

Why Equivity?

• Comprehensive benefits: Medical, vision, dental, sick days, employee discounts, EAP, and expense reimbursements.

• Flexibility: Enjoy the autonomy of working from home.

• Work with a variety of clients, from solo practitioners to multi-partner firms, providing lasting, high-quality support.

About Equivity:
Equivity offers virtual assistance to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals work autonomously, building strong relationships with clients.

Job requirements

• Bachelor's degree.

• Quiet location for phone calls.

• Equal Opportunity Employer: Equivity is committed to a discrimination-free work environment and equal opportunities for all employees.

For more information, visit www.equivityva.com.

All done!

Your application has been successfully submitted!

Other jobs