Virtual Estate Planning Paralegal

August 16

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Equivity

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Equivity provides dedicated virtual assistant services to individuals, and to entrepreneurs and businesses looking for paralegal, administrative, marketing and bookkeeping support$1. .$1

Virtual Assistants • Administrative and Business Support • Marketing • Virtual Paralegals • Bookkeeping

11 - 50

Description

• Equivity is seeking a part-time paralegal with recent experience in estate planning • Support attorneys with estate planning matters including document preparation • Develop lasting relationships with clients as virtual paralegals • Respond to client communications promptly during business hours • Experience with estate-planning-specific software is required

Requirements

• Bachelor’s degree • 3+ years of recent experience working as a paralegal in estate planning • Excellent writing and proofreading skills • Experience drafting and preparing wills and trusts, powers of attorney, and documents involving the transfer of property • Experience with estate planning software, preferably ForeTrust, WealthCounsel, or HotDocs • Expert proficiency in 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 in one of the following time zones: Eastern, and Central • Your own laptop and smartphone with broadband access to the Internet • Quiet location in which to take phone calls

Benefits

• Remote work • Flexible hours • Opportunity for long-term partnership