Virtual Estate Planning & Probate Paralegal

Job Description Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters. Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus. This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care. Key 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) About You: • Minimum of 3 years of recent paralegal experience in estate planning and/or probate law. • 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. • Equipped with a Windows-based laptop, smartphone, and broadband internet connection. Why Work with Equivity? • 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. About Equivity: Equivity provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. Requirements: • Bachelor’s degree. • Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above. • 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. To learn more about Equivity, visit www.equivityva.com Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. Apply tot his job Apply To this Job