Virtual Estate Planning & Probate Paralegal

Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters, including long-term care planning and asset protection. Experience with conservatorships, guardianships, 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.