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Virtual Probate Paralegal

$45,760 - $56,160/Yr

Equivity - Houston, TX

posted about 1 month ago

Part-time - Entry Level
Remote - Houston, TX
Insurance Carriers and Related Activities

About the position

Equivity, Inc. is seeking a Virtual Probate Paralegal with specialized expertise in probate law. This part-time position allows for remote work and requires a minimum of 20 hours per week. The role involves drafting legal documents, managing case files, and providing administrative support to clients, including solo practitioners and multi-partner firms. The ideal candidate will have at least three years of recent experience in a law firm setting and will be a W-2 employee, not a contractor.

Responsibilities

  • Draft legal documents related to probate cases.
  • Manage case files and maintain organization of legal documents.
  • Communicate with clients and court personnel regarding case updates.
  • Assist with trial preparation and related administrative tasks.
  • Prepare pleadings, motions, petitions, and guardianship applications.
  • Review and understand wills and trusts for probate cases.
  • Correspond with banks, businesses, and other entities to collect asset information.
  • Prepare asset lists, inventories, and accountings for probate cases.
  • Coordinate with CPAs and financial professionals for tax return preparation.

Requirements

  • Bachelor's degree in a relevant field.
  • At least 3 years of recent experience as a paralegal in a probate law firm.
  • Experience preparing pleadings, motions, and petitions for probate cases.
  • Ability to review and understand wills and trusts.
  • Experience corresponding with various entities to collect asset information.
  • Proficiency in estate planning and probate software, preferably Wealth Counsel.
  • Expert proficiency in Microsoft Office programs, including Outlook, Word, and Excel.
  • Advanced proficiency with Google Calendar, Docs, and Sheets.

Nice-to-haves

  • Experience using practice management software, preferably Clio, PC Law, or Serengeti.
  • Experience editing PDFs.

Benefits

  • Dental insurance
  • Health insurance
  • Vision insurance
  • Employee assistance program
  • Work from home options
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