Trust and Estate Paralegal

Australia-Employment; Bethesda (MD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401K

PTO

Onsite Gym

Paid Parking or Metro Stipend

Medical

Dental

Vision

Job summary

Jobot in Bethesda, MD is seeking a Trust and Estate Paralegal to support attorneys in all aspects of trust and estate administration. On-site, permanent position with a strong benefits package.

The ideal candidate has at least 2 years of paralegal experience in trust and estate work, proficiency in probate and e-filing, excellent organization and communication, and familiarity with MS Office and legal research tools.

Qualifications

• Minimum 2 years paralegal experience in trust and estate administration.
• Proficiency in probate, trust, and estate law, and familiarity with e-filing.
• Excellent organizational and time-management skills in a fast-paced setting.
• Strong written and verbal communication with clients and attorneys.
• Proficiency in Microsoft Office and legal research tools.

Responsibilities

• Provide comprehensive paralegal support to attorneys in trust and estate work.
• Assist with probate processes, including filing and tracking deadlines.
• Prepare trust and estate accountings, inventories, and related docs.
• Conduct legal research and draft memoranda and letters.
• Coordinate with clients, financial institutions, and professionals.
• Manage client files, scanning and e-filing documents.
• Ensure compliance with court rules and current laws.

Skills

Paralegal experience

Trust & estate law

Legal research

Organization

Communication

E-filing

MS Office

Education

Paralegal certification

Tools

MS Office

Legal research tools

Job description

Trust and Estate Paralegal

$60000 - $90000 per year | Bethesda, MD | On-Site | Permanent

Great firm with excellent benefits package!

A bit about us:

Our client is a well known regional full service firm with a great reputation!

Why join us?

• 401K
• PTO
• Onsite Gym
• Paid Parking or Metro Stipend
• Medical
• Dental
• Vision

Job Details

Responsibilities:

• Provide comprehensive paralegal support to attorneys in all aspects of trust and estate administration.
• Assist with the probate process, including preparation and filing of probate documents, tracking deadlines, and communicating with clients and court personnel.
• Prepare trust and estate accountings, inventories, and other related documents.
• Conduct legal research and draft memoranda, correspondence, and legal documents.
• Coordinate with clients, financial institutions, and other professionals to gather information and documents necessary for trust and estate administration.
• Manage and organize client files, including scanning and e-filing documents.
• Ensure compliance with all court rules and procedures, and maintain up-to-date knowledge of laws and regulations related to trust and estate administration.

Qualifications:

• Minimum of 2 years of experience as a paralegal, with a focus on trust and estate administration.
• Proficiency in probate, trust, and estate law, and familiarity with e-filing systems.
• Exceptional organizational skills, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to interact effectively with clients, attorneys, and other professionals.
• Detail-oriented and highly accurate, with the ability to handle sensitive and confidential information with discretion.
• Proficiency in Microsoft Office Suite and legal research tools.
• Paralegal certification or equivalent legal education is preferred.
• Demonstrated commitment to providing high-quality client service.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.