Equivity, Inc.
Job Description
Any U.S.location is accepted - this is a remote positionEquivity is seeking an experienced Probate & Trust Administration Paralegal to support attorneys with active estate administration matters.This role is ideal for someone who has hands-on experience managing probate and trust administration from start to finish, including court filings, deadlines, and coordination with clients and third parties.You will work directly with attorneys on active caseloads, helping ensure matters move efficiently from initial filing through final distribution.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:Prepare and file probate petitions, inventories, accountings, and related court documents Support probate matters from initial filing through final distribution, ensuring all required steps are completed Track and manage court deadlines, filing requirements, and case milestones across multiple active matters Assist with trust administration, including asset identification, valuation tracking, and distribution coordination Communicate with clients, courts, financial institutions, and third parties to gather information and move matters forward Coordinate and organize supporting documentation, including financial records, asset statements, and beneficiary information Monitor case progress and follow up on outstanding items to help keep matters on track Maintain organized case files and ensure all documentation is accurate, complete, and accessible Work closely with attorneys to anticipate next steps and ensure smooth progression of each matter About You Minimum 3 years of probate & trust administration experience Bachelor's degree required Strong familiarity with probate filings and court procedures Experience in estate planning or elder law a plus 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 Quarterly performance bonuses 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.comEquivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.E04JI802msqh4094bhs.