Virtual Probate Paralegal in Remote, Texas at Equivity, Inc.

• 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

• 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)

• 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

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