Experienced Estate Planning Paralegal Wanted

6 days ago


Miami, Florida, United States Equivity, Inc. Full time

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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