Virtual Probate Paralegal

November 9

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Equivity

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

11 - 50

Description

• Join Equivity as a virtual paralegal specializing in Probate • Work from home • Draft legal documents • Manage case files • Communicate with clients and court personnel • Assist with trial preparation • Provide administrative support

Requirements

• Bachelor’s degree • 3+ years of recent experience working as a paralegal in a probate law firm • Experience preparing pleadings, motions, petitions, and guardianship applications for a probate law office • Ability to review and understand wills and trusts • Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information • Experience corresponding with creditors and debtors to obtain pertinent information • Experience preparing asset lists, inventories and accountings • Experience coordinating with CPAs and other financial professionals to prepare tax returns • Experience with estate planning and probate software, preferably Wealth Counsel • Experience using practice management software, preferably Clio, PC Law, or Serengeti • 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 • Your own Windows PC/laptop and smartphone with broadband access to the Internet • Quiet location in which to take phone calls

Benefits

• medical coverage • vision coverage • dental coverage • sick days • employee assistance program • pay increases based on performance and dedication