Remote Probate Paralegal
Job DescriptionJob DescriptionAny U.S. location is accepted - this is a remote position
Equivity 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 HereAt 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 EquivityEquivity 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.
Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. E04JI802msqh4096izg
Apply To This Job
Equivity 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 HereAt 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 EquivityEquivity 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.
Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. E04JI802msqh4096izg
Apply To This Job