Senior Commercial Loan Closing Specialist – Paralegal
Navy Federal Credit Union
Assembly
Virtual Estate Planning and Probate Paralegal
Equivity
full-time
Posted on:
Location: California, District of Columbia, Florida, Illinois, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $29 per hour
Job Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters.\n
- Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus.\n
- This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care.\n
- Key Responsibilities: Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings. Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions. Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software. Assist with client intake, court filings, and coordination with court personnel and financial professionals. Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM).\n
- About You: Minimum of 3 years of recent paralegal experience in estate planning and/or probate law. Elder law experience is preferred and valued. Experience with conservatorships, guardianships, or Medicaid planning is a plus. Familiarity with case management software such as Clio, MyCase, or similar. Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred. Skilled in managing probate administration and preparing comprehensive estate planning packages. Highly organized, self-motivated, and comfortable working independently in a virtual environment.\n
- Equipped with a Windows-based laptop, smartphone, and broadband internet connection.
Requirements
- Bachelor’s degree.\n
- Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above.\n
- Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM\n
- Ability to work 20–40 hours per week on an ongoing basis.
