Trust And Estate Paralegal

Trust and Estate Paralegal Overview

• The Trust and Estate Paralegal will provide comprehensive legal support in estate and trust administration.
• This role requires expertise in probate procedures and estate tax filings.
• Candidates will manage estate and trust administration processes from inception to completion.
• Utilize specialized software to prepare estate and trust accounting documentation.
• Collaborate with attorneys and clients to ensure timely and accurate administration.
• This is a full-time, on-site position offering professional growth opportunities.
• The role includes competitive salary and benefits packages.

Trust and Estate Paralegal Key Responsibilities & Duties

• Prepare probate filings for Maryland, District of Columbia, and Virginia jurisdictions.
• Assist in estate and trust administration, including asset transfers and sales.
• Draft and file Federal and State estate tax returns accurately.
• Manage estate and trust administration timelines and deliverables.
• Collaborate with clients and professionals to ensure smooth administration processes.
• Utilize software tools for estate accounting and documentation preparation.
• Maintain detailed records and ensure compliance with legal requirements.

Trust and Estate Paralegal Job Requirements

• Bachelor’s degree or Paralegal certificate required.
• Minimum of 3 years of experience in estate, trusts, and probate administration.
• Proficiency in probate-specific software, such as GEMS, EVP, and iManage.
• Strong verbal and written communication skills for client and professional interactions.
• Attention to detail and ability to manage multiple cases effectively.
• Understanding of estate and income tax concepts preferred.
• Ability to work collaboratively in a team-oriented environment.