Equivity

Paralegal

• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents
• Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents
• Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings
• Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents
• Assist with asset identification, beneficiary coordination, and document organization
• Communicate professionally with clients, courts, and third parties throughout the estate administration process
• Maintain and organize case files, track deadlines, and ensure timely filings
• Assist with estate funding and post-execution follow-up
• Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution

Estate Planning & Probate Paralegal

• Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines
• Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines
• Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM Eastern Time)
• Coordinate with legal teams, court personnel, and third parties to ensure smooth case progression
• Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution
• Work remotely with the flexibility to manage a consistent workload of 20–40 hours per week

• Assist with corporate governance matters, including entity formation, corporate records, and organizational documents
• Draft and review corporate documents, contracts, NDAs, confidentiality agreements, and other agreements involving proprietary business information
• Support attorneys with commercial litigation and business disputes, including matters involving trade secrets and confidential information
• Assist with document review, discovery preparation, and case organization for business litigation matters
• Organize and maintain sensitive business records and confidential documentation
• Prepare document summaries, timelines, and exhibits for attorney review
• Maintain and track corporate filings, compliance requirements, and key deadlines
• Manage files and documentation within firm case management systems
• Communicate with attorneys and team members to ensure projects move forward efficiently
• Help maintain accurate records and ensure matters remain organized and on schedule

Corporate & Commercial Paralegal

Administrative Assistant

• Manage and process billing cycles using Clio Manage, including time entries, invoices, and payment processing.
• Track billable hours and ensure data integrity across multiple legal matters.
• Act as a liaison between attorneys and clients regarding billing updates, inquiries, and reconciliations.
• Proactively follow up on outstanding invoices and manage past-due payments.
• Maintain organized billing records and detailed logs of client communications.
• Assist with document management, scheduling, and professional correspondence via email and client portals.

• Manage and process billing in Clio Manage (time entries, invoices, and payment processing)
• Track billable hours and ensure accuracy across multiple matters
• Coordinate billing updates and inquiries with attorneys and clients
• Follow up on outstanding invoices and past-due payments
• Maintain organized billing records and detailed documentation of client communications
• Provide administrative support, including document management and scheduling
• Communicate professionally via email, phone, and client portals

Bilingual Administrative Assistant

• Draft and file Chapter 7 and Chapter 13 petitions, schedules, statements, and related pleadings
• Support Chapter 11 matters, including preparation of voluntary petitions, schedules, statements of financial affairs, monthly operating reports, disclosure statements, and plans of reorganization (Subchapter 5 experience strongly preferred)
• Prepare means tests, repayment plans, reaffirmation agreements, amendments, and related filings
• Prepare complete 341 meeting and hearing packets, including trustee-required documentation, and ensure all required materials are submitted timely
• Communicate with clients, trustees, courts, and creditors to collect documents and move cases forward
• Use platforms such as BestCase and Clio to maintain case accuracy and track progress
• Stay ahead of deadlines and ensure cases run smoothly from start to finish

Bankruptcy Paralegal

Legal Assistant

• Prepare and submit electronic filings using a designated software platform
• Monitor submission status and confirm successful filings
• Coordinate corrections and resubmissions if needed
• Track deadlines and ensure timely processing
• Maintain organized filing records and confirmations
• Communicate filing updates to internal team members

• Draft petitions and supporting pleadings for Guardianships and Conservatorships
• Prepare supporting documents, exhibits, and court-ready filing
• Assist with case management and tracking deadlines
• Conduct procedural and statutory research as needed
• Communicate with supervising attorneys regarding case progress
• Ensure accuracy, organization, and compliance with court requirements