Probate and Estate Paralegal

Trustpoint.One; Fairfax (VA); Hybrid; USD 39,000 - 52,000; Full time

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 is excited to partner with a boutique estates and trusts practice in their search for an experienced Probate and Estate Paralegal for a contract-to-hire opportunity in Fairfax, VA. The ideal candidate will have substantial experience with estate administration and probate matters in Virginia, Maryland, and/or the District of Columbia, along with hands‑on experience preparing estate administration accountings. This is a hands‑on role for a highly organized professional who takes pride in accuracy, client service, and keeping estate matters on track from opening through final distribution.

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

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
• Bachelor’s degree preferred
• All candidates must be able to work at a computer screen for a sustained amount of time

Details

• Fairfax, VA
• Contract‑to‑hire opportunity
• Hybrid work arrangement
• Compensation is expected to be 28-38/hr, commensurate with experience
• Boutique estates and trusts practice
• Opportunity to work closely with an experienced estates and trusts attorney
• Meaningful client interaction and responsibility

Complex estates, fiduciary accountings, taxable estates, or multi‑jurisdictional estate administration experience is a plus. Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.