Virtual Estate Planning & Probate Paralegal

Equivity • Miami, FL

1d • Remote

About The Position

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.

Requirements

• Minimum of 3 years of recent paralegal experience in estate planning and/or probate law.
• 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.
• 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

Nice To Haves

• 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.
• Bachelor’s degree.

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)

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.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees