Remote Estate Planning and Probate Paralegal

Estate Planning & Probate Paralegal (Remote)

Equivity is seeking an experienced Estate Planning & Probate Paralegal with at least three years of law firm experience supporting attorneys in estate planning, probate, and trust administration.

In this fully remote role, you’ll work as part of a dedicated, long‑term internal team, partnering directly with attorneys while being supported by Equivity’s operations and leadership. We’re looking for a highly organized, detail‑oriented professional with strong knowledge of estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment.

Key Responsibilities

• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Support probate and trust administration, including petitions, inventories, accountings, and court filings
• Use estate planning drafting software (WealthCounsel, ElderCounsel, or similar) to generate and manage documents
• Assist with asset identification, beneficiary coordination, and document organization
• Communicate professionally with clients, courts, and third parties throughout the administration process
• Maintain organized case files, track deadlines, and ensure timely filings
• Assist with estate funding and post‑execution follow‑up
• Adapt to varying attorney workflows and support matters from intake through completion

About You

• Minimum 3 years of estate planning and probate experience
• Bachelor’s degree required
• Availability of 20+ hours per week
• Strong organizational and communication skills
• Ability to manage multiple matters independently
• Proficiency with Microsoft Office and Adobe
• Experience with Clio or similar legal software preferred
• Experience with WealthCounsel or comparable estate planning software
• Windows‑based computer preferred
• Ability to respond within 1 hour during business hours (9 AM–6 PM)

Why You’ll Love Working Here

At Equivity, you’re part of a stable, internally managed team, not a temporary placement. You’ll work with established attorneys while enjoying the flexibility of remote work, supported by an experienced operations team. We value professionalism, collaboration, and long‑term client relationships.

Benefits

• Medical, dental, and vision coverage
• Paid sick time and employee discounts
• Quarterly performance bonuses
• Expense reimbursements
• Professional development and advancement opportunities
• Supportive, inclusive remote work culture

About Equivity

Equivity provides virtual paralegal, administrative, reception, staffing, and marketing services to attorneys and businesses nationwide. Our remote team thrives in a collaborative, professional environment built on consistency, quality, and long‑term client success.

Learn more at www.equivityva.com.

Equivity is an Equal Opportunity Employer committed to diversity and inclusion.

Pay: $25.00 - $29.00 per hour

Expected hours: 20.0 – 40.0 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Application Question(s):

• Do you have a completed bachelor's degree?
• How many years of experience do you have in Probate and/or Estate Planning?
• Do you have experience with legal software such as Clio, PracticePanther, or similar platforms?
• Please confirm that you have a personal computer, smartphone, and reliable high-speed internet.

Work Location: Remote