Estate Planning and Probate Paralegal

Equivity is seeking a skilled Estate Planning & Probate Paralegal with a minimum of three years of experience supporting attorneys in estate planning, probate, and trust administration.

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

Key Responsibilities:
• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents
• Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents
• Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings
• Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents
• Assist with asset identification, beneficiary coordination, and document organization
• Communicate professionally with clients, courts, and third parties throughout the estate administration process
• Maintain and organize case files, track deadlines, and ensure timely filings
• Assist with estate funding and post-execution follow-up
• Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution

About You
• Minimum 3 years of experience working in Estate Planning and Probate
• Bachelor's degree required
• Minimum availability of 20 hours/week to start
• Ability to work independently and manage multiple cases
• Strong attention to detail and communication skill
• Proficiency with Microsoft Office and Adobe
• Experience with legal software (Clio or similar is a plus)
• Experience with Estate Planning software such as Wealth Counsel
• Windows-based computer preferred
• Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)

Why You’ll Love Working Here

At Equivity, you are part of a dedicated, internally managed team of legal professionals—not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work. You’ll be supported by an experienced operations team and work in a collaborative, professional environment that values quality and long-term relationships.

Benefits
• Medical, dental, and vision coverage
• Paid sick time and employee discounts
• Quarterly performance bonuses
• Reimbursement of certain expenses
• Professional development and advancement opportunities
• Supportive and inclusive remote work culture

About Equivity

Equivity provides virtual paralegal, administrative, reception, staffing and marketing services to attorneys and businesses nationwide. Our team works remotely while maintaining a collaborative, professional environment built on long-term support, consistency, and client success.

To learn more, visit www.equivityva.com.

Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.