Virtual Estate Planning Paralegal Job at Equivity, Inc., Miami, FL

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  • Equivity, Inc.
  • Miami, FL

Job Description

Equivity is seeking a part-time paralegal with recent experience supporting attorneys in Estate Planning.

Key Responsibilities:
  • Assist attorneys with trust-based estate planning, including drafting wills, trusts, powers of attorney, and deeds.
  • Prepare estate planning documents and manage case files.
  • Respond to client communications within one hour, 9 am - 6 pm.
  • Work independently with minimal oversight, providing exceptional remote support.
About You:
  • 3+ years of recent experience in estate planning law.
  • Proficient with estate planning software (ForeTrust, WealthCounsel) and practice management tools (Clio, MyCase).
  • Skilled in Microsoft Office and editing PDFs.
  • Strong organizational, communication, and time-management skills.
  • Comfortable working remotely and having your own laptop and smartphone with broadband internet access.
Why Equivity?
  • Comprehensive Benefits: Medical, vision, dental benefits, sick days, employee discounts, EAP, and expense reimbursements.
  • Growth Opportunities: Earn a $1 raise after billing 40 hours/month and another $1 raise at 80 hours/month.
  • Work Flexibility: Enjoy the autonomy of working from home.
About Equivity:

Equivity offers virtual assistance to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals work with a high degree of autonomy and develop lasting relationships with clients ranging from solo practitioners to multi-partner firms.

  • Bachelor's degree.
  • 3+ years of recent paralegal experience in estate planning.
  • Experience with estate planning software (for example ForeTrust, WealthCounsel, or HotDocs).
  • Availability to respond to requests within an hour, 9 AM - 6 PM, Monday - Friday.
  • Quiet location for phone calls.
If you want to learn more about Equivity's world, visit:

Equal Opportunity Employer:

Equivity is committed to providing a work environment free of discrimination and harassment, ensuring equal opportunities for all employees. Equivity, Inc.

Job Tags

Part time, Remote job, Monday to Friday,

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