Virtual Estate Planning & Probate Paralegal

Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters. Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus.This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care. 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) 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. • Equipped with a Windows-based laptop, smartphone, and broadband internet connection. Why Work with Equivity? • Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements. • Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work. • Performance Bonuses: Quarterly incentives are awarded for exceptional performance. • Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients. About Equivity: Equivity provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. Requirements: • Bachelor’s degree. • Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above. • Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM • Ability to work 20–40 hours per week on an ongoing basis. • Minimal Specifications: Windows 10 2GHz processing speed (typically Intel or AMD) i5 processor & above 8GB+RAM 100GB+of hard drive space Bitdefender, McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic To learn more about Equivity, visit www.equivityva.com Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters. Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus.This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care. 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) 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. • Equipped with a Windows-based laptop, smartphone, and broadband internet connection. Why Work with Equivity? • Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements. • Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work. • Performance Bonuses: Quarterly incentives are awarded for exceptional performance. • Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients. About Equivity: Equivity provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. Requirements: • Bachelor’s degree. • Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above. • Availability to respond to client requests within one hour, Monday through Friday, 9 AM – 6 PM • Ability to work 20–40 hours per week on an ongoing basis. • Minimal Specifications: Windows 10 2GHz processing speed (typically Intel or AMD) i5 processor & above 8GB+RAM 100GB+of hard drive space Bitdefender, McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic To learn more about Equivity, visit www.equivityva.com Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. Remote About the Company: Equivity, Inc. Apply tot his job

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...