Estate Administration Paralegal

Victus Search; Wilmington (DE); On-site; USD 55,000 - 85,000; Full time

Job summary

Victus Search is seeking an experienced Estate Administration Paralegal to join its busy team. The role guides families through the estate administration process, working closely with attorneys and clients to ensure a high standard of service and timely progress.

The ideal candidate has at least five years' estate administration or probate experience, strong organizational and communication skills, and proficiency with Microsoft Office and case management software.

Qualifications

• Minimum of 5 years’ experience in estate administration or probate matters preferred.
• Experience preparing and filing estate returns.
• Strong understanding of the estate administration lifecycle from opening through closing.
• Excellent organisational skills and exceptional attention to detail.
• Strong written and verbal communication abilities.
• Ability to manage multiple matters independently and prioritise competing deadlines.
• Professional and client-focused approach when working with families and beneficiaries.
• Proficiency with Microsoft Office and legal case management systems.

Responsibilities

• Manage estate administration matters from opening through closing.
• Prepare probate petitions, inventories, accountings, inheritance tax returns, receipts and releases, and other court-related filings.
• Liaise with clients, beneficiaries, financial institutions, government agencies, and other relevant parties.
• Gather, review, and organise financial information, asset documentation, and estate records.
• Prepare estate accountings and reconcile estate bank accounts and financial records.
• Assist with estate distributions and final estate closure.
• Maintain organised case files and monitor important deadlines.
• Collaborate closely with attorneys and colleagues to ensure matters are progressed accurately and efficiently.
• Deliver compassionate, responsive, and professional client service throughout the estate administration process.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Multitasking

Tools

Microsoft Office

Legal case management systems

Job description

An established and expanding law firm is seeking an experienced Estate Administration Paralegal to join its busy and supportive team.

This is an excellent opportunity for a detail-oriented legal professional who enjoys guiding clients and families through the estate administration process while working within a collaborative and professional environment.

The successful candidate will play a key role in managing estate matters from inception through to completion, working closely with attorneys and clients to ensure a high standard of service throughout.

Key Responsibilities

• Manage estate administration matters from opening through closing.
• Prepare probate petitions, inventories, accountings, inheritance tax returns, receipts and releases, and other court-related filings.
• Liaise with clients, beneficiaries, financial institutions, government agencies, and other relevant parties.
• Gather, review, and organise financial information, asset documentation, and estate records.
• Prepare estate accountings and reconcile estate bank accounts and financial records.
• Assist with estate distributions and final estate closure.
• Maintain organised case files and monitor important deadlines.
• Collaborate closely with attorneys and colleagues to ensure matters are progressed accurately and efficiently.
• Deliver compassionate, responsive, and professional client service throughout the estate administration process.

Candidate Requirements

• Minimum of 5 years’ experience in estate administration or probate matters preferred.
• Experience preparing and filing estate returns.
• Strong understanding of the estate administration lifecycle from opening through closing.
• Excellent organisational skills and exceptional attention to detail.
• Strong written and verbal communication abilities.
• Ability to manage multiple matters independently and prioritise competing deadlines.
• Professional and client-focused approach when working with families and beneficiaries.
• Proficiency with Microsoft Office and legal case management systems.

If you are an experienced Estate Administration Paralegal looking to join a firm that values professionalism, client service, and teamwork, this could be an ideal next step for you.

Equal Opportunity Statement

This position is open to all qualified applicants. Our client does not discriminate on the basis of race, colour, national origin, citizenship status, religion, sex, age, disability, or any other protected characteristic under applicable federal law.