Hybrid Estate & Trust Paralegal – High-Net-Worth Practice

Leoforce; Bethesda (MD); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Performance-based bonus opportunities

401(k) plan with profit-sharing

Medical, dental & vision insurance

Job summary

Leoforce seeks an experienced Trust & Estates Paralegal to support a sophisticated practice serving high-net-worth individuals and families. You will handle estate and trust administration, probate filings, and federal/state estate and gift tax returns (706/709) across MD, DC, VA, coordinating with attorneys, fiduciaries, and financial advisors.

The role requires strong organizational skills, attention to detail, and the ability to manage complex matters while delivering exceptional client

Qualifications

• Experience as Trust & Estates Paralegal or Estate Administration Paralegal.
• Experience preparing federal estate tax returns (706) and federal gift tax returns (709).
• Experience with Maryland and District of Columbia estate tax returns.
• Experience handling high-net-worth estate matters.
• Strong probate procedures knowledge and fiduciary responsibilities.
• Ability to work with attorneys, personal representatives, trustees, accountants, and clients.

Responsibilities

• Administer estates and trusts from beginning to end with attorneys and clients.
• Prepare federal estate tax returns (IRS Form 706) and federal gift tax returns (IRS Form 709).
• Prepare, review, and file probate documents and court filings (inventories, accountings).
• Coordinate cross-jurisdiction estate matters in MD, DC, VA and beyond.
• Conduct client intakes and review estate planning documents for next steps.
• Work with fiduciaries to collect, organize, and review asset information and documents.
• Coordinate with CPAs, financial advisors, and other professionals on tax reporting and administration.
• Assist with estate plans and ancillary estate planning documents.
• Prepare probate paperwork and coordinate filings with courts and offices.
• Prepare inventories and accountings; review financial records and assets.
• Research deeds and county land records; assist with deeds and recordings.
• Manage client files, engagement agreements, conflict checks, and matter opening procedures.
• Maintain regular client and advisor communications to ensure deadlines are met.

Skills

Estate & Trust Paralegal

Tax return preparation

Client communication

Attention to detail

Legal research

Tools

FORE! estate planning software

DocuSign

SimpliFile

Job description

Leoforce seeks an experienced Trust & Estates Paralegal to support a sophisticated practice serving high-net-worth individuals and families. You will handle estate and trust administration, probate filings, and federal/state estate and gift tax returns (706/709) across MD, DC, VA, coordinating with attorneys, fiduciaries, and financial advisors.

The role requires strong organizational skills, attention to detail, and the ability to manage complex matters while delivering exceptional client