Virtual Estate Planning Paralegal

Location: Nationwide, Pacific Time

Compensation: To Be Discussed

Staff Reviewed: Thu, Jul 22, 2021

This job expires in: 17 days

Job Category: Legal

Remote Level: 100% Remote

Weekly Hours: Part Time

Employment Status: Independent Contractor

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A virtual administrative company is searching for a person to fill their position for a Virtual Estate Planning Paralegal.

Core Responsibilities Include:

  • Responding to client communications throughout the business day (Monday through Friday, 9am – 6pm Pacific Time)
  • Providing long-term paralegal, administrative and marketing support
  • Supporting attorneys with estate planning matters with trust-based planning and assisting with document preparation

Required Skills:

  • Adept at practice management software, such as Clio or MyCase; Microsoft Office, including Word and Excel; and editing PDFs
  • Experience in probate law, trust administration, guardianship or conservatorship cases
  • Experience using programs like ForeTrust, WealthCounsel or HotDocs
  • Ability to work independently with limited oversight

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