Equivity · 3 months ago
Virtual Estate Planning & Probate Paralegal
Houston, Texas, United States
Full-time
Hybrid
Mid Level
$25/hr - $29/hr
3+ years expEquivity is a company that provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. They are seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters, handling meaningful cases that assist individuals and families with complex legal issues.
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Responsibilities
Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives
Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings
Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions
Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software
Assist with client intake, court filings, and coordination with court personnel and financial professionals
Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM)
Qualification
Required
Minimum of 3 years of recent paralegal experience in estate planning and/or probate law
Bachelor's degree
Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM
Ability to work 20–40 hours per week on an ongoing basis
Equipped with a Windows-based laptop, smartphone, and broadband internet connection
Windows 10
2GHz processing speed (typically Intel or AMD) i5 processor & above
8GB+RAM
100GB+of hard drive space
Bitdefender, McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic
Preferred
Elder law experience is preferred and valued
Experience with conservatorships, guardianships, or Medicaid planning is a plus
Familiarity with case management software such as Clio, MyCase, or similar
Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred
Skilled in managing probate administration and preparing comprehensive estate planning packages
Highly organized, self-motivated, and comfortable working independently in a virtual environment
Benefits
Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements.
Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work.
Performance Bonuses: Quarterly incentives are awarded for exceptional performance.
Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients.
Company
Equivity
Equivity provides dedicated virtual assistant services for entrepreneurs and businesses in need of marketing and administrative support.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Aldo Bettoni
Chief Executive Officer
Recent News
24-7 Press Releases
2023-07-15
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