Estate Administration Paralegal

Jobot; Bethesda (MD); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k)

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long-Term Disability

FSA

PTO & Holidays

Professional Development

Job summary

Jobot is seeking an Estate Administration Paralegal in Bethesda, MD to support probate and estate administration matters in a boutique practice.

Responsibilities include coordinating probate and estate administration from filing to final distribution, preparing court filings, inventories, accountings, and assisting attorneys with fiduciary requirements. The role offers hybrid work, competitive salary, and comprehensive benefits.

Qualifications

• Five or more years of estate and trust administration experience preferred.
• Familiarity with probate filings, fiduciary documentation, estate inventories, and accountings.
• Strong organizational skills and attention to detail.
• Ability to manage deadlines and communicate effectively with attorneys, clients, fiduciaries, and beneficiaries.
• Experience with Maryland, DC, or Virginia probate matters is a useful sourcing advantage.

Responsibilities

• Coordinate probate and estate administration matters from initial filing through final distribution.
• Prepare and organize court filings, petitions, inventories, accountings, and related documentation.
• Assist attorneys with estate and trust administration and fiduciary requirements.
• Track deadlines, court requirements, and outstanding documentation.
• Coordinate with personal representatives, trustees, beneficiaries, financial institutions, and outside advisors.
• Assist with estate tax documentation and the collection, transfer, and distribution of assets.
• Maintain accurate estate files and provide consistent updates to attorneys and clients.

Skills

Estate administration

Trust administration

Deadline management

Attention to detail

Job description

Estate Administration Paralegal

$100000 - $120000 per year | Bethesda, MD | Hybrid | Permanent

Probate + Estate Administration | Trust Administration | Estate Tax Support | Fiduciary Documentation | $100K+ Starting Salary

A bit about us:

Founded decades ago and based in Bethesda, Maryland, we are a highly respected boutique law firm dedicated to providing sophisticated legal counsel in estate planning, trust and estate administration, and family law throughout the Washington, D.C. metropolitan area. Our attorneys are recognized for combining deep technical knowledge with practical advice and personalized client service. We foster a collaborative, collegial environment where attorneys have the opportunity to work on sophisticated matters while building long-term client relationships and maintaining an excellent quality of life.

Why join us?

• Competitive Compensation
• 401(k): Participation beginning on your first day
• Comprehensive Benefits: Medical, Dental, Vision, Life & Long-Term Disability Insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program
• Professional Development Assistance
• Generous PTO & Paid Holidays
• Collaborative Boutique Environment: Work alongside highly respected Trusts & Estates attorneys in one of the region's premier estate planning and administration practices
• Established Reputation: Decades serving clients throughout the Washington metropolitan area

Job Details

Responsibilities:

• Coordinate probate and estate administration matters from initial filing through final distribution.
• Prepare and organize court filings, petitions, inventories, accountings, and related documentation.
• Assist attorneys with estate and trust administration and fiduciary requirements.
• Track deadlines, court requirements, and outstanding documentation.
• Coordinate with personal representatives, trustees, beneficiaries, financial institutions, and outside advisors.
• Assist with estate tax documentation and the collection, transfer, and distribution of assets.
• Maintain accurate estate files and provide consistent updates to attorneys and clients.

Qualifications:

• Five or more years of estate and trust administration experience preferred.
• Familiarity with probate filings, fiduciary documentation, estate inventories, and accountings.
• Strong organizational skills and attention to detail.
• Ability to manage deadlines and communicate effectively with attorneys, clients, fiduciaries, and beneficiaries.
• Experience with Maryland, DC, or Virginia probate matters is a useful sourcing advantage.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.