Estate Administrator

Orionplacement; Richmond (VA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Retirement plan

Job summary

Orion Placement in Richmond, VA seeks an Estate Administrator to coordinate probate and estate administration from intake to settlement, preparing inventories, valuations, accounting records, and distribution schedules. You will communicate with beneficiaries, executors, and financial institutions, and work with attorneys on filings.

We value hands-on probate experience, strong organizational and communication skills, and a compassionate approach to helping families during important transitions

Qualifications

• Hands-on experience in probate, estate administration, estate settlement, or a closely related fiduciary role.
• 2+ years of relevant experience preferred.
• Familiarity with estate inventories, probate procedures, beneficiary communications, and estate distributions.
• Strong organizational skills, attention to detail, and ability to manage multiple matters simultaneously.
• Excellent written and verbal communication skills.
• Experience with fiduciary accounting, estate tax documentation, or estate administration software is a plus.
• Previous experience in a law firm, trust company, or estate administration environment is preferred.

Responsibilities

• Coordinate probate and estate administration matters from initial intake through estate settlement.
• Assist with preparing estate inventories, asset valuations, accounting records, and distribution schedules.
• Communicate with beneficiaries, executors, financial institutions, and other involved parties.
• Work closely with attorneys to prepare probate filings, estate administration documents, and required correspondence.
• Track estate assets, debts, expenses, deadlines, and distributions.
• Assist with fiduciary accounting, estate tax documentation, and coordination with outside tax professionals.
• Maintain organized estate files and ensure timely, accurate handling of administrative responsibilities.
• Provide responsive, compassionate service to clients and families throughout the estate administration process.

Skills

Probate / estate administration

2+ years experience

Organizational skills

Written and verbal communication

Tools

Estate administration software

Job description

Pay:

$70,000.00 - $120,000.00 per year

Why This Is a Great Opportunity

• Make a meaningful difference by helping families navigate estate administration with professionalism, compassion, and care.
• Join a specialized legal team dedicated to estate planning, probate, and fiduciary services.
• Take ownership of important estate administration responsibilities and develop your expertise.
• Collaborate closely with attorneys, financial professionals, and beneficiaries.
• Enjoy opportunities for professional development and long-term career growth in a rewarding practice area.

Location

Richmond, VA. We prefer candidates who value in-person teamwork and collaboration. Specific office attendance expectations will be discussed during the hiring process.

Note

We are seeking candidates with hands-on probate or estate administration experience. Professionals with 2+ years of directly relevant experience. Experience handling estate inventories, beneficiary communications, estate distributions, or fiduciary accounting is highly valued.

About Us

We are a specialized trusts and estates law practice helping families and individuals navigate estate planning, estate settlement, and fiduciary matters. Our team is committed to delivering thoughtful, personalized service while helping clients manage complex responsibilities with confidence.

Confidential Employer.

Job Description

• Coordinate probate and estate administration matters from initial intake through estate settlement.
• Assist with preparing estate inventories, asset valuations, accounting records, and distribution schedules.
• Communicate with beneficiaries, executors, financial institutions, and other involved parties.
• Work closely with attorneys to prepare probate filings, estate administration documents, and required correspondence.
• Track estate assets, debts, expenses, deadlines, and distributions.
• Assist with fiduciary accounting, estate tax documentation, and coordination with outside tax professionals.
• Maintain organized estate files and ensure timely, accurate handling of administrative responsibilities.
• Provide responsive, compassionate service to clients and families throughout the estate administration process.

Qualifications

• Hands-on experience in probate, estate administration, estate settlement, or a closely related fiduciary role.
• 2+ years of relevant experience preferred.
• Familiarity with estate inventories, probate procedures, beneficiary communications, and estate distributions.
• Strong organizational skills, attention to detail, and ability to manage multiple matters simultaneously.
• Excellent written and verbal communication skills.
• Experience with fiduciary accounting, estate tax documentation, or estate administration software is a plus.
• Previous experience in a law firm, trust company, or estate administration environment is preferred.

Compensation by Experience Level

• Estate Administrator | 2 to 4 years: $70,000-85,000
• Experienced Estate Administrator | 5 to 7 years: $85,000-100,000
• Senior Estate Administrator | 8+ years: $100,000-120,000

Compensation depends on directly relevant experience, technical capabilities, and the complexity of matters handled.

Why You Will Love Working Here

We understand that estate administration involves much more than paperwork. It is an opportunity to support families during important transitions while ensuring that their loved ones' wishes are respected.

You’ll join a team that values accuracy, collaboration, and personalized service, with the opportunity to develop specialized expertise and take pride in work that truly matters.

If you enjoy managing important details, solving problems, and helping families, we'd love to meet you!

JPC-2998

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Retirement plan