Equivity

Estate Planning & Probate Paralegal

Equivity

part-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Salary

💰 $25 - $29 per hour

About the role

  • 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

Requirements

  • Minimum 3 years of experience working in Estate Planning and Probate
  • Bachelor's degree required
  • Minimum availability of 20 hours/week to start
  • Ability to work independently and manage multiple cases
  • Strong attention to detail and communication skill
  • Proficiency with Microsoft Office and Adobe
  • Experience with legal software (Clio or similar is a plus)
  • Experience with Estate Planning software such as Wealth Counsel
  • Windows-based computer preferred
  • Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)
Benefits
  • Medical, dental, and vision coverage
  • Paid sick time and employee discounts
  • Quarterly performance bonuses
  • Reimbursement of certain expenses
  • Professional development and advancement opportunities
  • Supportive and inclusive remote work culture
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningprobatedrafting legal documentspreparation of willspreparation of trustspreparation of powers of attorneypreparation of advance healthcare directivesasset identificationdocument organizationcase file management
Soft Skills
communicationattention to detailindependencetime managementadaptability
Certifications
Bachelor's degree