Equivity is seeking a part-time paralegal with recent experience supporting attorneys in trust administration and estate planning. At this time, we are looking for paralegals with at least three years of experience, which should include preparation of estate planning documents, including trusts, utilizing estate-planning-specific software, including WealthCounsel. Experience in probate, guardianship, or conservatorship cases is a plus. Experience using practice management software, like Clio, would also be helpful. If you have experience supporting attorneys in estate planning, are proficient in WealthCounsel, and have previously assisted attorneys remotely, we want to hear from you!
Virtual paralegals at Equivity develop a portfolio of clients supporting a number of different attorneys. We are currently seeking a virtual paralegal to support attorneys with estate planning matters, which should include trust-based planning and assisting with preparation of documents including wills and trusts, powers of attorney, and documents involving the transfer of property such as deeds. Because many of our clients rely on WealthCounsel to prepare these documents, you must have experience utilizing this software. You should also be adept at using practice management software, such as Clio or MyCase; Microsoft Office, including Word and Excel; and editing PDFs.
More about our company:
Equivity matches clients with virtual assistants that provide long-term paralegal, administrative and marketing support. Our virtual paralegals work with a high degree of autonomy and are responsible for developing lasting relationships with our clients. Because we provide extremely attentive service to our clients, you must be available to respond to client communications throughout the business day (Monday through Friday, 9am – 6pm Eastern or Pacific Time) within one hour by email, phone, and text. You should also be available to complete tasks and work on projects during the business day. All of this work is done remotely, meaning that you can work from home.
The selected candidate would be hired as a part-time employee (W2) of Equivity, not an independent contractor (1099). We are looking for somebody who has at least 20 hours per week of availability, and the starting pay is $22 per hour. We are a growing business and are looking for a virtual paralegal who is excited to partner with us and is interested in a long-term role with our company.
Equivity is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Equivity is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Equivity are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, creed, national original, age, disability, sexual orientation, gender orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Equivity will not tolerate discrimination or harassment based on any of these characteristics.
REQUIREMENTS
Position requirements:
- Bachelor’s degree required
- 3+ years of recent (within the last six months) experience working as a paralegal in estate planning
- Experience with Medicaid planning
- Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information
- Experience corresponding with creditors and debtors to obtain pertinent information
- Experience preparing asset lists, inventories and accountings
- Experience drafting and preparing wills and trusts, powers of attorney, and documents involving the transfer of property
- Proficiency using WealthCounsel
- Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
- Availability to respond to requests within an hour during the hours of 9 AM – 6 PM, Monday – Friday (Eastern or Central Time Zone)
- Your own laptop and smart phone with broadband access to Internet
- Familiarity with the rules of procedure for probate matters, including ancillary and independent actions.
- Experience preparing pleadings, motions, petitions, and guardianship applications for probate law matters
These skills would be a plus:
- Experience with other estate planning software, such as ForeTrust and Hot Docs
- Experience drafting and preparing pleadings, motions, petitions, and guardianship applications for a probate or guardianship-focused law office
- Experience drafting complex estate planning documents and preparing accountings
- Experience using practice management software, preferably Clio, PC Law, or Serengeti