Probate and Estate Paralegal

Job Description

Trustpoint is excited to partner with a boutique estates and trusts practice in their search for an experienced Probate and Estate Paralegal for a contract-to-hire opportunity in Fairfax, VA. The ideal candidate will have substantial experience with estate administration and probate matters in Virginia, Maryland, and/or the District of Columbia, along with hands-on experience preparing estate administration accountings. This is a hands-on role for a highly organized professional who takes pride in accuracy, client service, and keeping estate matters on track from opening through final distribution.

Responsibilities:

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• Assist with all aspects of estate administration and probate matters in Virginia, Maryland, and/or the District of Columbia
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• Prepare and assist with probate filings, inventories, accountings, creditor matters, beneficiary communications, and closing documents
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• Prepare estate administration accountings, including gathering, organizing, reconciling, and documenting estate assets, income, expenses, and distributions
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• Track estate assets and transactions and maintain accurate estate records
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• Communicate professionally with clients, beneficiaries, financial institutions, attorneys, courts, and other professionals
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• Assist with obtaining date-of-death values, collecting assets, paying expenses and debts, and coordinating distributions
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• Monitor deadlines and court requirements to keep matters on schedule
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• Maintain organized electronic and paper files and ensure documentation is complete and accurate
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• Draft correspondence, pleadings, probate forms, and other estate administration documents
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• Enter and maintain matter information, deadlines, time entries, and documents in Clio and GEMS
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• Provide administrative and substantive support to the attorney throughout the estate administration process
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• Handle confidential client and estate information with discretion and professionalism
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Qualifications:

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• Prior experience as a probate or estate administration paralegal is required
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• Experience handling probate and estate administration matters in Virginia, Maryland, and/or the District of Columbia is required
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• Demonstrated experience preparing estate administration accountings is required
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• Proficiency with Clio and GEMS is required
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• Strong understanding of probate and estate administration procedures
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• Exceptional attention to detail and accuracy
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• Highly organized with the ability to manage multiple matters and competing deadlines
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• Excellent written and verbal communication skills
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• Strong analytical, mathematical, and problem-solving abilities
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• Ability to work independently while collaborating closely with attorneys and the broader team
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• Professional, dependable, discreet, and client-service oriented
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• Bachelor’s degree preferred
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• All candidates must be able to work at a computer screen for a sustained amount of time
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Details:

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• Fairfax, VA
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• Contract-to-hire opportunity
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• Hybrid work arrangement
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• Compensation is expected to be 28-38/hr, commensurate with experience
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• Boutique estates and trusts practice
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• Opportunity to work closely with an experienced estates and trusts attorney
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• Meaningful client interaction and responsibility
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Complex estates, fiduciary accountings, taxable estates, or multi-jurisdictional estate administration experience is a plus.

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