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EQUES® Real Estate and Estate Planning Paralegal
Why EQUES®?
At EQUES® Law Group, we are redefining the practice of law and delivery of legal services. We believe in a modern, entrepreneurial approach to legal services—one that prioritizes operational uniformity, ethical autonomy, innovation, collaboration, and a commitment to delivering exceptional client experiences. We are a team-oriented firm where support staff work alongside attorneys to create products and serve clients together.
To see a video from our Executive Partner and read more about working at EQUES®, including more details on our mission and benefits, Click Here.
About the Role
EQUES® Law Group is seeking a Real Estate and Estate Planning Paralegal focused on coordinating and collaborating with team members, communicating with clients, document drafting and processing, and case managing attorneys.
The ideal candidate thrives in a team-oriented environment, is an excellent time and task manager, seamlessly transitions between digital and in-person experiences, and is dedicated to delivering high-quality client services in every matter. This role requires an organized individual with excellent time management skills who is intellectually honest about their strengths and weaknesses in practice and the business of delivering client-focused transactional legal services. Whether you have been in a law office before or are a self-starter looking for a career change from restaurant or retail management, we’re interested in hearing from you.
EQUES® Total Compensation*
- Salary
- Health, Vision, Dental, & Life Insurance 40% Employee/60% EQUES®
- Paid Disability Insurance
- 401k: Up to 4% Match
- HRA: Updated Annual Payment
- Paid Vacation:
- Year 0: 10 Days
- Year 1: 12 Days
- Year 2: 15 Days
- Year 4: 17 Days
- Year 6: 20 Days
- Paid Sick Days: 10-15 Days
- Paid Holidays
- Paid School Visitation
- Paid Bereavement Leave
- Paid Jury Duty
- Paid Maternity Leave
- Paid Professional Development/CLE
- Paid Travel & Mileage
Key Responsibilities
Office/Case Management
- Manage operations for a rapidly growing local law office that is a part of a more extensive firm network.
- Maintain positive and efficient client communications and deliverables.
- Oversee transactional workflows and overcome challenges to keep matters moving.
- Coordinate and direct attorneys and remote team members to provide the best services.
Real Estate Transactions:
- Serve as initial/primary point of contact for communications with abstractors, agents, lenders, unrepresented buyers/sellers, and county offices
- Initiate new matters, order title searches, draft deeds and legal documents, and communicate with wire transfer processors.
- Review and understand real estate contracts, deeds, closing documents, and title reports.
- Input, manage, and track deadlines for real estate transactions
- Assist with residential and commercial real estate closings, ensuring all files are in order.
- Interface with county offices for recording (including e-recording)
- Communicate with abstractors, agents, lenders, unrepresented buyers/sellers, and other parties in real estate transactions as tasked by the Title Agent/Paralegal or Attorney.
- Track funds and make distributions.
- Occasionally perform closings.
- Timely completion of tasks to ensure matters are moving forward and staying on track
Estate Planning:
- Coordinate with clients, accountants/financial advisors, and other professionals to gather necessary information and schedule appointments.
- Assist with trust administration, including asset transfers and beneficiary distributions.
- Work with attorneys to maintain an accurate and efficient workflow drafting, revising, and preparing estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
- Maintain and update estate planning files and client records.
- Conduct legal research related to estate planning matters.
What We Look For in an EQUES Team Member
To be successful at EQUES, you must align with our core values:
- Intellectual Honesty & Emotional Intelligence – Exhibit integrity and self-awareness in decision-making, interpersonal interactions, internal and external communication, and case strategy.
- Empowerment Through Leadership – Support and educate clients while collaborating with colleagues.
- Innovation in Legal Services & Business Building – Find creative, strategic ways to deliver exceptional legal representation and grow your practice.
- Respect & Professionalism – Maintain a high level of professionalism with clients, colleagues, courts, and opposing counsel.
Qualifications
- Paralegal certification is preferred but not required.
- Notary preferred, but not required to apply (must have the ability to obtain).
- Ability to manage multiple tasks and deadlines with minimal supervision.
- High attention to detail and organizational skills.
- Excellent written and verbal communication skills and customer service acumen.
- Proficiency in legal research tools and document management software.
- Knowledge of basic probate procedures is a plus.
- Familiarity with Qualia, Clio, Quickbooks, RingCentral, and Mac (Apple) Computers are a plus.
