Experienced Estate Planning Paralegal Wanted
6 days ago
Job Overview
Equivity, Inc. is seeking a skilled paralegal with expertise in estate planning to join our team on a part-time basis.
Salary: $22 per hour, we offer an attractive compensation package for the right candidate.
About the Role
We are looking for a dedicated and organized individual who can support attorneys in estate planning matters, including trust-based planning, document preparation, and software utilization.
Responsibilities
- Assist attorneys in preparing estate planning documents, such as wills, trusts, powers of attorney, and property transfer documents
- Utilize estate planning software, including ForeTrust, WealthCounsel, or HotDocs, to manage client files and prepare documents
- Develop and maintain relationships with clients, providing exceptional customer service and responsiveness
- Work independently with limited oversight, demonstrating initiative, reliability, and attention to detail
- Collaborate with attorneys to develop solutions for complex estate planning issues
Requirements
- Bachelor's degree from an accredited institution
- At least 3 years of recent experience working as a paralegal in estate planning, with proficiency in estate planning software and document preparation
- Excellent writing, proofreading, and communication skills, with the ability to work effectively in a remote setting
- A quiet location with broadband access to the Internet, a laptop, and smartphone
- Availability to respond to requests within an hour during business hours (Monday - Friday, 9 am - 6 pm)
Preferred Qualifications
- Experience drafting and preparing pleadings, motions, petitions, and guardianship applications for a probate or guardianship-focused law office
- Expertise in practice management software, such as Clio, PC Law, or Serengeti
- Advanced proficiency in Google Calendar, Google Docs, and Google Sheets
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