Trust & Estates Paralegal

Trust & Estates Paralegal

Location: Rockville, MD

Job Type: Full-Time

We are working with a well-established law firm in the Rockville, MD area that is seeking an experienced Trust & Estates Paralegal to support attorneys across estate planning, estate administration, probate, litigation, and guardianship matters.

This is an excellent opportunity for a detail-oriented legal professional who enjoys working directly with clients and has strong experience managing the administrative and financial aspects of estate matters.

Responsibilities

• Support attorneys with all aspects of estate administration, estate planning, probate, litigation, and guardianship proceedings.
• Draft, edit, and file legal pleadings and correspondence, including probate petitions, discovery, subpoenas, deeds, wills, and related documents.
• Communicate extensively with clients throughout the probate and estate administration process.
• Assist with identifying and obtaining valuations of estate assets and coordinating their distribution.
• Communicate with beneficiaries, tax professionals, financial institutions, and other parties involved in estate administration.
• Maintain detailed financial records for accounting and tax purposes.
• Analyze and compile financial information, including income, expenses, sales, and distributions, into detailed reports for Court review and approval.
• Research updates and revisions to probate procedures and applicable laws.
• Assist attorneys with preparation for court hearings and trials.
• Maintain organized and accurate client files using Clio or similar case management software.
• Process and accurately record financial transactions related to clients, real estate settlements, and restitution orders.
• Provide comprehensive administrative and legal support to attorneys as needed.

Qualifications

• 3+ years of paralegal experience, preferably within Trust & Estates, Probate, or a related practice area.
• Experience with estate administration and probate matters strongly preferred.
• Strong legal writing, drafting, and organizational skills.
• Comfortable working directly with clients and handling sensitive financial and personal information.
• Strong attention to detail and ability to manage multiple matters and deadlines.
• Experience preparing court filings and other legal documents.
• Strong financial and accounting skills, including the ability to review and organize detailed financial information.
• Experience with Clio or another legal case management system is preferred.
• Proficiency with Microsoft Office.
• Ability to work independently while providing strong support to attorneys and clients.