Senior Paralegal, Trust and Estates

Compass Business Solutions, Inc.; Washington (District of Columbia); On-site; USD 83,000 - 96,000; Full time

Job summary

Accelerant Law in Washington, DC seeks a Senior Paralegal, Trust & Estates, Operations, and Tax to support attorneys and clients with advanced estate administration, tax compliance, and entity formation. The role combines technical expertise with process design to scale the firm’s growing practice.

Responsibilities include managing probate filings, preparing Form 709 and Form 706, drafting estate-planning documents, coordinating asset transfers, and mentoring staff while ensuring compliance with

Qualifications

• Bachelor’s degree or Paralegal Certificate from ABA-approved program.
• 10+ years in Trusts & Estates preferred.
• Experience with ultra-high-net-worth families preferred.

Responsibilities

• Participate in client strategy discussions with procedural, administrative, and technical input.
• Manage end-to-end administration for complex estates and trusts and coordinate appraisals.
• Prepare probate court filings, including petitions, inventories, and closing documents.
• Prepare SS-4 forms, obtain EINs, and form entities with third-party providers.
• Draft estate-planning documents: powers of attorney, LLC operating agreements, notes.
• Prepare and file Form 709 and Form 706 with advanced tax considerations.
• Execute documentation for complex asset transfers and prepare correspondence.
• Design and manage systems for multiple legal projects and cross‑practice growth.
• Provide training and mentorship on procedures and compliance standards.

Education

Bachelor’s degree

Paralegal Certificate

Job description

Overview

Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice. Our firm serves ultra-high-net-worth families with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative manner.

Overview

Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice. Our firm serves ultra-high-net-worth families with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative manner.

Position

Accelerant Law is seeking a Paralegal, Trust & Estates, Operations, and Tax (Senior Level) to provide comprehensive, highly experienced trust and estate administration support to attorneys and clients as part of the Firm’s legal team. This role applies deep technical expertise across estate and trust administration, advanced tax compliance, and complex entity formation, while also helping to design and maintain systems that support the Firm’s growing and evolving practice.

Location:

This role is based in Washington, DC and requires 3 days per week in-office.

Essential Responsibilities

• Participate in internal client strategy discussions, providing procedural, administrative, and technical expertise to ensure optimal, high-quality legal services.
• Manage the end-to-end administration process for non-taxable and complex estates and trusts, including asset inventories, notice procedures, and coordination of appraisals.
• Prepare and manage probate court filings, including petitions, inventories, accountings, and closing documents, ensuring compliance with applicable local rules and deadlines.
• Prepare SS-4 forms, manage authorizations, and apply for tax identification numbers (EINs) for trusts and entities created by the Firm; work with third-party service providers and draft necessary documentation to create and form entities.
• Collaborate with attorneys on drafting estate-planning-related documents, including powers of attorney, LLC operating agreements, Crummey letters, promissory notes, and related materials.
• Prepare and file complex Federal Gift Tax Returns (Form 709) and Federal Estate Tax Returns (Form 706), addressing advanced issues such as portability elections, valuation adjustments, and complex gifting strategies.
• Prepare and execute documentation for complex asset transfers, including deeds, assignments, and advanced funding instructions.
• Prepare and send Firm correspondence, including engagement letters, cover letters, signing instructions, ancillary documents (e.g., Assignments of Tangible Personal Property and Trust Certifications), and other communications accompanying legal documents.
• Design, implement, and manage systems to support trust and estate administration across multiple legal projects and business lines as the Firm grows and as laws evolve, ensuring ongoing compliance with estate planning and tax regulations.
• Provide training, mentorship, and guidance to team members on Firm procedures, best practices, and technical compliance standards.

Experience / Education Requirements:

• Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education.
• Minimum of 10 years of experience in the Trusts & Estates practice area preferred.
• Demonstrated progressive supervisory or leadership experience preferred.
• Experience working with ultra-high-net-worth families and individuals preferred.

Compensation

The hourly rate range for this role is $60.00 - $70.00, based on relevant experience.