Estate & Trust Paralegal – Precise, Client‑Focused Support

Jobot

Bethesda (MD)

On-site

USD 60,000 - 90,000

Full time

42 hours ago
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Benefits offered by this job

401K
PTO
Onsite Gym
Paid Parking or Metro Stipend
Medical
Dental
Vision

Job summary

Jobot in Bethesda, MD seeks a paralegal specializing in trust and estate administration to support attorneys in all facets of probate and estate work. You will prepare documents, manage deadlines, draft memoranda, and coordinate with clients and financial institutions.

Strong organization, detail-orientation, and discretion are essential, along with proficiency in MS Office and e-filing systems. Minimum 2 years of paralegal experience; probate/trust knowledge preferred.

Qualifications

  • Minimum 2 years of paralegal experience with a focus on trust and estate administration.
  • Proficiency in probate, trust, and estate law and familiarity with e-filing systems.
  • Excellent organizational skills and ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Strong written and verbal communication skills with clients, attorneys, and professionals.

Responsibilities

  • Provide comprehensive paralegal support to attorneys in all aspects of trust and estate administration.
  • Assist with the probate process, including preparation and filing of probate documents, tracking deadlines, and communicating with clients and court personnel.
  • Prepare trust and estate accountings, inventories, and other related documents.
  • Conduct legal research and draft memoranda, correspondence, and legal documents.
  • Coordinate with clients, financial institutions, and other professionals to gather information and documents for administration.
  • Manage and organize client files, including scanning and e-filing documents.
  • Ensure compliance with all court rules and procedures and stay updated on relevant laws.

Skills

Paralegal experience
Trust & estate administration
Legal research
Microsoft Office
Communication skills

Education

Paralegal certification or equivalent

Tools

E-filing systems

Job description

Jobot in Bethesda, MD seeks a paralegal specializing in trust and estate administration to support attorneys in all facets of probate and estate work. You will prepare documents, manage deadlines, draft memoranda, and coordinate with clients and financial institutions.

Strong organization, detail-orientation, and discretion are essential, along with proficiency in MS Office and e-filing systems. Minimum 2 years of paralegal experience; probate/trust knowledge preferred.

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