Estate Planning and Probate Paralegal

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🔥 4 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $25 - $29 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

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Equivity

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

⚖️ Legal

📣 Marketing

Consulting • Legal • Marketing

Equivity is a company that offers personalized virtual support solutions to businesses, enhancing their operational efficiency. They provide a range of virtual services including administrative support, marketing assistance, project management, paralegal services, and specialized tasks for legal and real estate industries. Equivity customizes its services to fit the unique needs of its clients, allowing for scalable and flexible assistance plans. Their offerings include skilled virtual assistants who can handle tasks ranging from executive administrative support to complex project management, helping businesses focus on growth rather than operational tasks.

📋 Description

• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents • Prepare wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents • Support probate and trust administration, including petitions, inventories, accountings, and court filings • Use estate planning drafting software to generate and manage documents • Assist with asset identification, beneficiary coordination, and document organization • Communicate with clients, courts, and third parties throughout estate administration • Maintain case files, track deadlines, and ensure timely filings • Assist with estate funding and post-execution follow-up • Support matters from intake through resolution while adapting to legal workflows and client preferences • Partner directly with attorneys as part of a dedicated, long-term legal team

🎯 Requirements

• Minimum 3 years of experience working in estate planning and probate • Bachelor's degree required • Minimum availability of 20 hours per week to start • Ability to work independently and manage multiple cases • Strong attention to detail and communication skills • Proficiency with Microsoft Office and Adobe • Experience with legal software such as Clio is a plus • Experience with estate planning software such as WealthCounsel • Windows-based computer preferred • Availability and responsiveness within 1 hour during standard business hours (9:00 AM–6:00 PM) • Dedicated home office setup with stable internet connection

🏖️ Benefits

• Medical, dental, and vision coverage • Paid sick time • Employee discounts • Quarterly performance bonuses • Reimbursement of certain expenses • Professional development and advancement opportunities • Supportive and inclusive remote work culture • Ongoing work with established attorneys • Experienced operations team support