About this opportunity
Trustpoint.One lists this Probate and Estate Paralegal opportunity in fairfax, va, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.