Trust and Estate Paralegal

Jobot; 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 seeks a paralegal specializing in trust and estate administration to support attorneys in all facets of probate and estate work. You will prepare documents, manage deadlines, draft memoranda, and coordinate with clients and financial institutions.

Strong organization, detail-orientation, and discretion are essential, along with proficiency in MS Office and e-filing systems. Minimum 2 years of paralegal experience; probate/trust knowledge preferred.

Qualifications

• Minimum 2 years of paralegal experience with a focus on trust and estate administration.
• Proficiency in probate, trust, and estate law and familiarity with e-filing systems.
• Excellent organizational skills and ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong written and verbal communication skills with clients, attorneys, and professionals.

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 for administration.
• Manage and organize client files, including scanning and e-filing documents.
• Ensure compliance with all court rules and procedures and stay updated on relevant laws.

Skills

Paralegal experience

Trust & estate administration

Legal research

Microsoft Office

Communication skills

Education

Paralegal certification or equivalent

Tools

E-filing systems

Job description

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

Salary: $60,000 - $90,000 per year

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.

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