Experienced Probate Paralegal

Altman & Associates; Rockville (MD); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Firm 401(k) contribution 3%

Health insurance

Paid time off

Paid training fees

Paid parking

Job summary

Altman & Associates in Rockville, MD seeks an experienced Probate & Trusts and Estates Paralegal to support attorneys in probate and estate administration. The role involves handling filings, inventories, and tax return support with a focus on accuracy and client service.

The ideal candidate has 3+ years probate experience, relevant education (Bachelor's or paralegal cert), and strong Maryland procedure knowledge. Hybrid work follows initial training, with in-person start.

Qualifications

• Minimum of 3 years probate and estate administration experience.
• Bachelor's degree, paralegal certificate, or equivalent education.
• Strong knowledge of Maryland probate procedures.
• Familiarity with DC and Virginia probate laws is a plus.
• Experience preparing estate inventories and fiduciary accountings preferred.
• Experience assisting with federal/state estate and gift tax returns preferred.
• Excellent written and verbal communication; strong organizational skills.
• Ability to independently manage multiple matters and meet deadlines.

Responsibilities

• Assist attorneys with probate and estate administration from opening to final distribution.
• Prepare and file petitions, inventories, accountings, and filings with authorities.
• Manage estate deadlines and proactively monitor case progress.
• Gather, organize, and value estate assets; coordinate with banks and third parties.
• Assist with federal and state estate and gift tax return preparation.
• Review and interpret wills, trusts, and related documents.
• Communicate professionally with personal representatives and beneficiaries.
• Maintain organized client files and ensure timely task completion.

Skills

Probate experience

Communication skills

Organizational skills

MS Office

Education

Bachelor's degree

Paralegal certificate

Tools

Clio

Adobe Acrobat

Job description

Experienced Probate & Trusts and Estates Paralegal

Altman & Associates | Rockville, Maryland

Full-Time | Hybrid Opportunity After Initial Training Period

Altman & Associates, an established estate planning and administration law firm located in Rockville, Maryland, is seeking an experienced Probate & Trusts and Estates Paralegal to join our team.

The ideal candidate will have substantial experience in probate and estate administration, excellent organizational and communication skills, and the ability to manage multiple matters efficiently. We are looking for a proactive, detail-oriented professional who takes ownership of assignments, works well independently and collaboratively, and provides exceptional service to clients.

Key Responsibilities

• Assist attorneys with all aspects of probate and estate administration, from opening estates through final distribution and closing.
• Prepare and file probate documents, including petitions, inventories, accountings, and other required filings with the Maryland Register of Wills and applicable courts.
• Manage estate administration deadlines, monitor case progress, and proactively follow up on outstanding matters.
• Assist with gathering, organizing, and valuing estate assets, including coordinating with financial institutions and other third parties.
• Assist with the preparation of federal and state estate and gift tax returns.
• Review and interpret wills, trusts, and other estate planning documents.
• Communicate professionally and compassionately with personal representatives, beneficiaries, financial institutions, and other parties.
• Maintain organized and accurate client files and ensure timely completion of assigned tasks.
• Work collaboratively with attorneys and administrative staff to ensure efficient and accurate handling of client matters.

Qualifications

• Minimum of 3 years of probate and estate administration experience required.
• Bachelor's degree, paralegal certificate, or equivalent education and relevant professional experience.
• Strong working knowledge of Maryland probate procedures, including filings with the Register of Wills.
• Familiarity with DC and Virginia probate laws and procedures is a plus.
• Experience preparing estate inventories and fiduciary accountings is strongly preferred; however, candidates with extensive estate administration experience will be considered.
• Experience assisting with the preparation of federal and state estate and gift tax returns is preferred.
• Strong understanding of wills, trusts, and estate administration procedures.
• Excellent written and verbal communication skills, strong organizational abilities, and exceptional attention to detail.
• Ability to independently manage multiple matters, prioritize deadlines, and proactively follow up on outstanding tasks.
• Professionalism, discretion, and sensitivity when working with clients during difficult or stressful circumstances.
• Proficiency with Microsoft Office; experience with Clio or similar legal practice management software is a plus.

We offer a competitive salary commensurate with experience and qualifications, along with a benefits package that includes:

• Firm 401(k) contribution equal to 3% of salary
• Health insurance
• Paid time off
• Paid training fees
• Paid parking

Schedule & Work Location

• Job Type: Full-time
• Schedule: Monday through Friday
• Location: Rockville, Maryland
• Work Arrangement: In-person during the initial training period, with hybrid work opportunities available thereafter, subject to firm approval.