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. As a Trust and Estates Paralegal, you will play a key role in assisting 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, offering support in a fast-paced, client-focused environment.

Company Culture and Environment

The work environment is fast-paced and client-focused, emphasizing collaboration between attorneys and paralegals. Team members are expected to maintain a high level of discretion when handling confidential information.

Career Growth and Development Opportunities

This position offers opportunities to develop expertise in estate planning, trust administration, and probate matters, providing a strong foundation for career advancement within the legal field.

Detailed Benefits and Perks

While specific benefits are not explicitly mentioned, the role may imply flexible working hours given the willingness to work outside of normal business hours to meet client needs.

Compensation and Benefits

• Competitive salary based on experience
• Health and retirement benefits (specifics not mentioned)
• Flexible working hours may be possible

Why you should apply for this position today

This role offers an exceptional opportunity to work within a complex and rewarding area of law, allowing you to make a meaningful impact on clients’ lives. You will collaborate with a dedicated team and gain invaluable hands-on experience in trust and estate matters.

Skills

• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat
• Strong communication skills, both written and verbal
• Exceptional organizational skills
• Ability to manage multiple tasks independently
• High level of discretion and sensitivity regarding confidential information

Responsibilities

• Draft, edit, and review essential probate and estate administration documents
• Manage trust administration tasks including accountings and fiduciary income tax returns
• Engage with clients via various communication methods
• Gather and organize detailed information about assets and debts
• Prepare and organize financial records for estate tax returns and audits
• Draft accountings and settlement papers for estate and trust settlements

Qualifications

• 3-5 years of experience as a Trust and Estate Paralegal
• Expertise in fiduciary accountings and tax preparation
• Notary license (MD preferred)
• Ability to interact effectively with clients and team members

Education Requirements

• Bachelor’s degree in a related field preferred

Education Requirements Credential Category

• Paralegal certification is a plus but not required

Experience Requirements

• 3-5 years of relevant experience in Trust and Estates

Why work in Washington, DC

Washington, DC offers a vibrant blend of culture, history, and a dynamic legal environment. The city is home to numerous legal firms, providing ample networking and career opportunities. With its diverse community, rich historical sites, and thriving arts scene, living and working in DC can be an enriching and fulfilling experience.