Probate Paralegal

Probate Paralegal

Castellini Law is seeking an experienced, highly organized, and meticulous Probate Paralegal to join our estates and trusts practice. The ideal candidate will have substantial experience assisting with estate administration and probate matters in Virginia, Maryland, and/or the District of Columbia and will be comfortable managing matters from opening through final distribution.

This is a hands-on position for someone who understands the importance of accuracy, deadlines, organization, and excellent client service in estate administration. Estate planning experience is a plus.

Responsibilities

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

Qualifications

• Prior experience as a probate/estate administration paralegal is required.
• Experience handling probate and estate administration matters in Virginia, Maryland, and/or the District of Columbia is required.
• Demonstrated experience preparing estate administration accountings is required.
• Proficiency with Clio and GEMS is required.
• Strong understanding of probate and estate administration procedures.
• Exceptional attention to detail and accuracy.
• Highly organized with the ability to manage multiple estate matters and competing deadlines.
• Excellent written and verbal communication skills.
• Strong analytical, mathematical, and problem-solving abilities.
• Ability to work independently while also collaborating closely with the attorney and team.
• Professional, dependable, discreet, and client-service oriented.
• Bachelor Degree Required.

The Ideal Candidate

The ideal candidate is meticulous and detail-oriented, understands that even small errors can have significant consequences in estate administration, and takes pride in producing accurate, thorough work. We are looking for someone who can anticipate what needs to be done, stay ahead of deadlines, and take ownership of their matters.

Experience with complex estates, fiduciary accountings, taxable estates, or multi-jurisdictional estate administration is a plus.

What We Offer

• A professional, collaborative work environment
• The opportunity to work closely with an experienced estates and trusts attorney
• Meaningful client interaction and responsibility
• A boutique practice focused exclusively on estates and trusts
• Hybrid work opportunities
• Salary range 60K-80K, commensurate with experience
• To Apply: Please submit a resume, brief cover letter, and a list of references, describing your probate and estate administration experience, including your experience preparing estate accountings and your proficiency with Clio and GEMS. Please email application to kerri@castellinilaw.com.
• Castellini Law is committed to fostering a professional, respectful, and inclusive workplace and provides equal employment opportunities to all qualified applicants and employees in accordance with applicable federal, state, and local law.