Description

We are seeking an experienced and detail-oriented Trust and Estates Paralegal to support attorneys and clients in managing complex estate and trust administration matters across the DC, Maryland, and Virginia regions. In this role, you will assist attorneys with the preparation, management, and filing of important documents and paperwork related to estate planning, trust administration, and probate matters. You will work closely with clients and professionals in a fast-paced, client-focused environment.

Company Culture and Environment

The role implies a collaborative and client-centered work environment, where attention to detail and effective communication are paramount. Teamwork and client engagement are emphasized, suggesting a supportive and dynamic workplace focused on excellence in service.

Career Growth and Development Opportunities

This position offers the opportunity to develop expertise in trust administration and estate planning, allowing for professional growth within a specialized legal field. The experience gained will provide a solid foundation for career advancement in estate and trust law.

Detailed Benefits and Perks

While specific benefits are not listed, the expectation of engagement outside normal business hours indicates commitment to client service and may imply flexibility and responsiveness as part of the work culture.

Compensation and Benefits

• Competitive salary based on experience
• Opportunities for professional development and continuous learning

Why you should apply for this position today

This role provides a meaningful opportunity to work on complex estate and trust matters, making a direct impact on clients’ lives in a fast-paced environment. You will be part of a dedicated team that values thoroughness and client satisfaction.

Skills

• 3-5 years of experience as a Trust and Estate Paralegal
• Expertise in fiduciary accountings and tax preparation
• Strong communication skills, both written and verbal
• Exceptional organizational skills and attention to detail
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat
• High level of discretion and sensitivity with confidential information
• Willingness to work outside of normal business hours when necessary

Responsibilities

• Draft, edit, and review essential probate and estate administration documents
• Manage trust administration tasks such as accountings and filing fiduciary income tax returns
• Engage with clients via in-person meetings, phone calls, emails, and video conferencing
• Gather and organize detailed information about the assets and debts of estates and trusts
• Prepare and organize financial records for estate tax returns and audits
• Prepare, review, and edit estate tax returns
• Draft accountings and settlement papers for informal and formal estate and trust settlements

Qualifications

• 3-5 years of experience as a Trust and Estate Paralegal
• Notary license (MD preferred)
• Strong communication skills with effective client interaction
• Exceptional organizational skills to manage multiple tasks independently
• Proficiency with Microsoft Office and Adobe Acrobat
• High level of discretion when handling confidential information
• Willingness to work outside of normal business hours, when necessary

Education Requirements

• Bachelor’s degree in a related field preferred

Education Requirements Credential Category

• Paralegal certification preferred, but not required

Experience Requirements

• 3-5 years of relevant experience in trust and estate law

Why work in Washington, DC

Washington, DC, offers a vibrant, diverse culture with a rich history and numerous opportunities for professional growth. The city is home to a robust legal community, which provides an excellent environment for networking and career advancement. In addition, the city’s cultural attractions, parks, and restaurants offer a well-rounded lifestyle that complements professional life.