Equivity
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
Virtual Probate Paralegal
August 16
🏡 Remote – New York
Equivity
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
• Join Equivity as a seasoned paralegal specializing in Probate • Work from home with a minimum availability of 20 hours per week • Draft legal documents, manage case files, and assist with trial preparation
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
Benefits
• Medical, vision, and dental coverage • Sick days • Employee assistance program • Pay increases based on performance and dedication
Apply Now