Hybrid Probate & Estate Paralegal - Multi-Jurisdiction

Trustpoint.One

Fairfax (VA)

Hybrid

USD 39,000 - 52,000

Full time

10 days ago
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Job summary

Trustpoint.One is seeking an experienced Probate and Estate Paralegal to join a boutique estates and trusts practice in Fairfax, VA. This contract-to-hire role requires substantial experience with estate administration and probate matters in Virginia, Maryland, and/or DC, including preparation of estate administration accountings.

The ideal candidate is highly organized, precise, client‑service oriented, and comfortable supporting attorneys through all phases of administration.

Qualifications

  • Prior experience as a probate or estate administration paralegal is required.
  • Experience handling probate and estate administration matters in Virginia, Maryland, and/or the District of Columbia is required.
  • Demonstrated experience preparing estate administration accountings is required.
  • Proficiency with Clio and GEMS is required.
  • Strong understanding of probate and estate administration procedures.
  • Exceptional attention to detail and accuracy.
  • Highly organized with the ability to manage multiple matters and competing deadlines.
  • Excellent written and verbal communication skills.
  • Strong analytical, mathematical, and problem‑solving abilities.
  • Ability to work independently while collaborating closely with attorneys and the broader team.
  • Professional, dependable, discreet, and client‑service oriented.
  • All candidates must be able to work at a computer screen for a sustained amount of time.

Responsibilities

  • Assist with all aspects of estate administration and probate matters in Virginia, Maryland, and/or the District of Columbia
  • Prepare and assist with probate filings, inventories, accountings, creditor matters, beneficiary communications, and closing documents
  • Prepare estate administration accountings, including gathering, organizing, reconciling, and documenting estate assets, income, expenses, and distributions
  • Track estate assets and transactions and maintain accurate estate records
  • Communicate professionally with clients, beneficiaries, financial institutions, attorneys, courts, and other professionals
  • Assist with obtaining date‑of‑death values, collecting assets, paying expenses and debts, and coordinating distributions
  • Monitor deadlines and court requirements to keep matters on schedule
  • Maintain organized electronic and paper files and ensure documentation is complete and accurate
  • Draft correspondence, pleadings, probate forms, and other estate administration documents
  • Enter and maintain matter information, deadlines, time entries, and documents in Clio and GEMS
  • Provide administrative and substantive support to the attorney throughout the estate administration process
  • Handle confidential client and estate information with discretion and professionalism

Skills

Estate administration
Probate
Attention to detail
Organization
Communication skills
Independent work
Analytical skills
Problem solving
Multi-tasking
Client service

Education

Bachelor’s degree

Tools

Clio
GEMS

Job description

Trustpoint.One is seeking an experienced Probate and Estate Paralegal to join a boutique estates and trusts practice in Fairfax, VA. This contract-to-hire role requires substantial experience with estate administration and probate matters in Virginia, Maryland, and/or DC, including preparation of estate administration accountings.

The ideal candidate is highly organized, precise, client‑service oriented, and comfortable supporting attorneys through all phases of administration.

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