California Qualified Trusts & Estates Virtual Paralegal

Min 3 yrs required

Full-time

No

H1: California Qualified Trusts & Estates Virtual Paralegal Remote Job
H2: Join Equivity's Dedicated Team and Grow Your Career!

Equivity, a leading provider of virtual assistance services in the US, is seeking a skilled and experienced Estate Planning paralegal to join our team. If you have a passion for delivering impeccable service and attention to detail, we want you to be a part of our team!

Position Overview:

- Virtual paralegal with expertise in Estate Planning, including probate, guardianship, or conservatorship cases
- Minimum of three years of Estate Planning experience
- Previous experience in a law firm setting within the past six months
- Technologically proficient, with knowledge of software such as Word, Excel, Adobe, and legal research databases like LexisNexis
- Ideal candidate located in San Jose, CA

Why Equivity?

- Comprehensive benefits, including medical, vision, and dental coverage, sick days, employee discounts, and more
- Opportunities for growth and recognition for consistent performance and dedication
- Work with a dedicated team and enjoy the freedom and flexibility of working remotely

About Equivity:

- Provides virtual assistance to clients across the US
- Specializes in administrative, marketing, and paralegal support services
- Works closely with clients to match them with experienced virtual paralegals
- Clients range from solo legal practitioners to multi-partner law firms across various specialties

Responsibilities:

- Work independently and autonomously, with a close responsiveness commitment
- Prepare and draft trusts, wills, healthcare directives, powers of attorney, and other estate planning documents
- Stay updated on relevant laws and regulations related to estate planning
- Organize and maintain client files and provide administrative support to attorneys

Requirements:

-
- 3+ years of experience in an estate planning practice
- Proficient in using checklists, forms, and templates for document preparation
- Knowledge of relevant laws and regulations
- Strong attention to detail and ability to maintain confidentiality
- Excellent written and verbal communication skills
- Proficiency in legal software and research tools
- Strong organizational skills and ability to manage multiple tasks
- Availability to respond to requests within an hour during business hours
- Own laptop and smartphone with internet access
- Quiet location for taking phone calls

Plus:

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

Join Equivity's team and discover the opportunities that await! We welcome applicants from all over the US. Visit to learn more about our company.

Equivity is an Equal Opportunity Employer and is committed to creating a work environment free of discrimination and harassment. All employment decisions are based on business needs and individual qualifications, without regard to race, color, religion, age, disability, sexual orientation, gender orientation, family or parental status, or any other protected status.

Medical, Vision, Dental, Sick Days, Employee Assistance Program, Employee Discounts, Expense Reimbursements, Employee Savings Account

Attention to Detail, Client Communication, Legal Software, Legal Research, Organization, Administrative Support

Bachelor's degree

Submit resume and cover letter

Qualification and Experience Bachelor's degree

Legal