What are the responsibilities and job description for the Estate Planning Paralegal position at Equivity, Inc.?
Any U.S. location is accepted - this is a remote position
Equivity is seeking an experienced Estate Planning Paralegal with a strong background in document drafting to support attorneys handling active estate planning matters.
This role is ideal for someone who regularly works in platforms such as WealthCounsel, ElderCounsel, or similar drafting systems, and is comfortable preparing customized estate planning documents with a high level of accuracy and efficiency.
In this role, you will work as part of a dedicated, long-term team of legal professionals, partnering directly with attorneys while being fully supported by Equivity’s internal operations and leadership.
Key Responsibilities:
- Draft estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and advance healthcare directives
- Utilize WealthCounsel, ElderCounsel, or similar platforms to generate, customize, and revise estate planning documents
- Prepare ancillary documents, including certifications of trust, funding instructions, and asset transfer documents
- Review client information and attorney notes to ensure documents are accurate, complete, and aligned with client goals
- Assist with complex or customized drafting scenarios, including trust provisions, amendments, and restatements
- Coordinate document revisions and finalize planning packages for execution
- Support post-execution tasks, including estate funding, document tracking, and follow-up
- Organize and maintain estate planning files and ensure all documentation is properly stored and accessible
- Communicate with attorneys and team members to ensure drafting workflows move efficiently
About You
- Minimum 3 years of estate planning paralegal experience
- Strong experience with estate planning drafting software (WealthCounsel, ElderCounsel, or similar)
- Experience in probate or elder law a plus
- Bachelor’s degree required
- Minimum availability of 20 hours/week
- Proficiency with Microsoft Office and Adobe
- Experience with Clio or similar systems is a plus
- Availability during standard business hours (9:00 AM – 6:00 PM)
- Windows-based computer preferred
- Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)
Why You’ll Love Working Here
At Equivity, you are part of a dedicated, internally managed team of legal professionals—not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work. You’ll be supported by an experienced operations team and work in a collaborative, professional environment that values quality and long-term relationships.
Benefits
- Medical, dental, and vision coverage
- Paid sick time and employee discounts
- Annual performance bonuses
- 6-month pay review with potential hourly increase based on performance
- Reimbursement of certain expenses
- Professional development and advancement opportunities
- Supportive and inclusive remote work culture
About Equivity
Equivity provides virtual paralegal, administrative, reception, staffing and marketing services to attorneys and businesses nationwide. Our team works remotely while maintaining a collaborative, professional environment built on long-term support, consistency, and client success.
www.equivityva.com
Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.
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Salary : $25