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Virtual Probate Paralegal
Equivity - Houston, TX
posted about 2 months ago
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
