Virtual Probate Paralegal - Equivity, Inc.
San Francisco, CA
About the Job
- Position requirements:
- Bachelor’s degree
- 3+ years of recent experience working as a paralegal in a probate law firm
- Experience preparing pleadings, motions, petitions, and guardianship applications for a probate law office
- Ability to review and understand wills and trusts
- Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information
- Experience corresponding with creditors and debtors to obtain pertinent information
- Experience preparing asset lists, inventories and accountings
- Experience coordinating with CPAs and other financial professionals to prepare tax returns
- Experience with estate planning and probate software, preferably Wealth Counsel
- Experience using practice management software, preferably Clio, PC Law, or Serengeti
- Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
- Advanced proficiency with Google Calendar, Google Docs, and Google Sheets
- Experience editing PDFs
- Availability to respond to requests within an hour during the hours of 9 AM - 6 PM, Monday – Friday EST
- Your own Windows PC/laptop and smartphone with broadband access to the Internet
- Quiet location in which to take phone calls
Join Equivity, a leading provider of specialized virtual assistance services in the US, as a seasoned paralegal specializing in Probate. Enjoy comprehensive benefits including medical, vision, and dental coverage, sick days, an employee assistance program, and more. Grow with us and earn pay increases based on performance and dedication.
Position Overview:
We seek a virtual paralegal with expertise in Probate, at least three years of recent experience in a law firm setting, and proficiency in Word, Excel, Adobe, and video conferencing platforms. This position is for individuals based in the mountain or Pacific time zone, offering the freedom to work from home.
The selected paralegal will come on board as a W-2 employee (not a 1099 independent contractor), with a minimum availability of 20 hours per week and a maximum of 40 hours per week. The starting pay for this role is $22/hr.
About Equivity:
Equivity offers virtual assistance services to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals are integral to our organization, working autonomously to support clients ranging from solo practitioners to multi-partner firms.
Responsibilities include drafting legal documents, managing case files, communicating with clients and court personnel, assisting with trial preparation, and providing administrative support.
Discover the opportunities at Equivity and apply today at
Virtual Assistants for Admin, Marketing & Paralegal - Equivity
. We are an Equal Opportunity Employer committed to diversity and inclusion in the workplace.
- Position requirements:
- Bachelor’s degree
- 3+ years of recent experience working as a paralegal in a probate law firm
- Experience preparing pleadings, motions, petitions, and guardianship applications for a probate law office
- Ability to review and understand wills and trusts
- Experience corresponding with banks, businesses, insurance companies, brokerage firms, employers, accountants and others to collect asset information
- Experience corresponding with creditors and debtors to obtain pertinent information
- Experience preparing asset lists, inventories and accountings
- Experience coordinating with CPAs and other financial professionals to prepare tax returns
- Experience with estate planning and probate software, preferably Wealth Counsel
- Experience using practice management software, preferably Clio, PC Law, or Serengeti
- Expert proficiency with utilizing all programs within Microsoft Office, including Outlook, Word, and Excel
- Advanced proficiency with Google Calendar, Google Docs, and Google Sheets
- Experience editing PDFs
- Availability to respond to requests within an hour during the hours of 9 AM - 6 PM, Monday – Friday EST
- Your own Windows PC/laptop and smartphone with broadband access to the Internet
- Quiet location in which to take phone calls
Join Equivity, a leading provider of specialized virtual assistance services in the US, as a seasoned paralegal specializing in Probate. Enjoy comprehensive benefits including medical, vision, and dental coverage, sick days, an employee assistance program, and more. Grow with us and earn pay increases based on performance and dedication.
Position Overview:
We seek a virtual paralegal with expertise in Probate, at least three years of recent experience in a law firm setting, and proficiency in Word, Excel, Adobe, and video conferencing platforms. This position is for individuals based in the mountain or Pacific time zone, offering the freedom to work from home.
The selected paralegal will come on board as a W-2 employee (not a 1099 independent contractor), with a minimum availability of 20 hours per week and a maximum of 40 hours per week. The starting pay for this role is $22/hr.
About Equivity:
Equivity offers virtual assistance services to clients nationwide, specializing in administrative, marketing, and paralegal support. Our virtual paralegals are integral to our organization, working autonomously to support clients ranging from solo practitioners to multi-partner firms.
Responsibilities include drafting legal documents, managing case files, communicating with clients and court personnel, assisting with trial preparation, and providing administrative support.
Discover the opportunities at Equivity and apply today at
Virtual Assistants for Admin, Marketing & Paralegal - Equivity
. We are an Equal Opportunity Employer committed to diversity and inclusion in the workplace.