Probate and Estate Paralegal

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:

• Assist with all aspects of estate administration and probate matters in 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 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 keep matters on schedule
• Maintain organized electronic and paper files and ensure 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 or 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 matters and competing deadlines
• Excellent written and verbal communication skills
• Strong analytical, mathematical, and problem-solving abilities
• Ability to work independently while collaborating closely with attorneys and the broader team
• Professional, dependable, discreet, and client-service oriented
• Bachelor’s degree preferred
• All candidates must be able to work at a computer screen for a sustained amount of time

Details:

• Fairfax, VA
• Contract-to-hire opportunity
• Hybrid work arrangement
• Compensation is expected to be 28-38/hr, commensurate with experience
• Boutique estates and trusts practice
• Opportunity to work closely with an experienced estates and trusts attorney
• Meaningful client interaction and responsibility

Complex estates, fiduciary accountings, taxable estates, or multi-jurisdictional estate administration experience is a plus.

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