Virtual Estate Planning Paralegal

November 9

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Equivity

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Virtual Assistants • Administrative and Business Support • Marketing • Virtual Paralegals • Bookkeeping

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Description

• Equivity is seeking a part-time paralegal with recent experience supporting attorneys in estate planning. • Looking for paralegals with at least three years of experience. • Experience in probate, guardianship, or conservatorship cases is a plus. • Support attorneys with estate planning matters, including trust-based planning and preparation of documents. • Experience using programs like ForeTrust, WealthCounsel, or HotDocs. • Must respond to client communications promptly during business hours. • Remote work with a requirement for availability of at least 20 hours per week.

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 in 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 • Your own laptop and smartphone with broadband access to the Internet • Quiet location in which to take phone calls