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.

Bonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience.

Our commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, www.bonniejones.com and contact us so that we can make a happy match for you!