Virtual California Trusts & Estates Paralegal

Are you a seasoned Estate Planning paralegal? Do you have a skill for details and a passion for delivering impeccable service? Equivity, a pioneering name in providing specialized virtual assistance across the US, invites you to be a part of our dedicated team!

Position Overview:

We are keen on welcoming a virtual paralegal who:

• Holds expertise in Estate Planning- experience in probate, guardianship, or conservatorship cases is a plus.
• Comes with a minimum of three years of Estate Planning experience.
• Has been engaged in a law firm setting within the past six months.
• Is technologically proficient, especially with Word, Excel, Adobe, and preferably with experience using a research database like LexisNexis, and cloud-based practice management software like Practice Panther or Clio.

Why Equivity?

Comprehensive Benefits: We don’t just promise a job; we offer a great place to work. Enjoy medical, vision, and dental benefits along with sick days. In addition to an employee assistance program (EAP), take advantage of employee discounts, expense reimbursements, and an employee savings account.

Growth Opportunities: Equivity stands out for its commitment to employee growth. Demonstrate consistent performance and dedication to working with our clients, and you may be eligible for pay increases in as little as three months! With us, every endeavor is an opportunity for recognition and growth.

About Equivity:
Equivity provides virtual assistance to clients across the United States, with specialties in administrative, marketing, and paralegal support services. Equivity works closely with our clients to provide them with virtual paralegals who are experienced in their field and have successfully worked in a remote or virtual environment. Our rich portfolio possesses clients ranging from solo legal practitioners to multi-partner law firms across varied law specialties. Our virtual paralegals are not just employees; they are the pillars of our esteemed organization, working autonomously and fostering valued relationships with our clientele.

You can expect to:

• Operate with significant independence.
• Be responsible for maintaining timely communication with clients Monday through Friday between 9am – 6pmPT with a close responsiveness commitment.
• Experience the freedom and flexibility of working from the comfort of your home.

The selected paralegal will come on board as a W-2 employee (not a 1099 independent contractor), with availability starting at 20-hours per week and eventually ramping up to full time. The starting pay for this role is $27/hr.

• Bachelor’s degree
• 3+ years of experience working in an estate planning practice
• Proficient in working from checklists, forms, and templates to prepare trusts, wills, healthcare directives, powers of attorney, and other estate planning documents
• Knowledge of relevant laws and regulations related to estate planning
• Ability to maintain confidentiality and exercise discretion in handling sensitive information
• Strong attention to detail and accuracy in document preparation
• Strong written and verbal communications skills
• Proficiency in legal software, apps and tools
• Proficiency in legal research and using legal research tools like LexisNexis
• Strong organizational skills with the ability to manage multiple tasks and prioritize work effectively
• Ability to work independently and collaboratively in a virtual environment
• Experience using practice management software such as Practice Panther, Clio, PC Law, or MyCase
• Availability to respond to requests within an hour during the hours of 9 AM - 6 PM Pacific, Monday – Friday.
• Your own laptop and smart phone with broadband access to Internet
• Quiet location in which to take phone calls

These skills would be a plus:

• Experience with estate planning software such as Wealth Counsel, ForeTrust Hot Docs
• Experience using practice management software like Practice Panther or Clio

Responsibilities may include:

• Collaborate with attorneys to gather client information and assist in the preparation of estate planning documents
• Utilize checklists, forms, and templates to accurately prepare and draft trusts, wills, healthcare directives, powers of attorney, and other legal documents
• Conduct legal research and stay updated on relevant laws and regulations related to estate planning
• Assist in managing client files, including organizing and maintaining documents and records
• Coordinate with clients and schedule appointments, ensuring efficient communication and excellent client service
• Provide administrative support to attorneys, including managing calendars and scheduling meetings

Come discover the opportunities that await at Equivity! We welcome applicants throughout the US!

If you want to learn more about Equivity’s world visit www.equivityva.com

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.

Job Type: Part-time

Pay: $27.00 per hour

Expected hours: 5 – 40 per week

Benefits:

• 401(k)
• Employee assistance program
• Health insurance
• Paid sick time
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• No travel

Work Location: Remote