Estates, Trusts and Probate Paralegal

Estates, Trusts & Probate Paralegal

A well-established law firm in the Washington, D.C. metropolitan area is seeking an Estates, Trusts & Probate Paralegal with at least 2 years of experience in estate and trust administration. This individual will provide substantive support to attorneys throughout all phases of estate and trust administration in a collaborative, client-focused practice.

Key Responsibilities

• Prepare probate filings in Maryland, Virginia, and the District of Columbia.
• Assist with the administration of estates and trusts from inception through final distribution, including the transfer and sale of assets.
• Prepare federal and state estate tax returns.
• Manage estate and trust administration matters while ensuring deadlines are met.
• Communicate effectively with clients, courts, financial institutions, and other professionals.

Qualifications

• Bachelor's degree and/or Paralegal Certificate preferred.
• 2+ years of estate and trust administration experience.
• Strong knowledge of probate procedures and estate administration.
• Experience preparing estate accountings and working with probate-related tax and accounting software (GEMS experience is a plus).
• Familiarity with iManage, Microsoft Office, and electronic file management systems is preferred.
• Exceptional attention to detail, strong organizational skills, and the ability to manage multiple matters simultaneously.
• Understanding of basic estate, trust, and income tax concepts.
• Familiarity with local probate procedures in Maryland, Virginia, and/or the District of Columbia is preferred.
• Ability to work independently while collaborating effectively with attorneys and team members.

This is a full-time, primarily in-office position offering a competitive compensation package, excellent benefits, professional development opportunities, and some work-from-home flexibility.