Probate Paralegal

Trustpoint is excited to partner with a boutique estates and trusts practice in their search for an experienced Probate 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.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
Responsibilities:Assist with all aspects of estate administration and probate matters in Virginia, Maryland, and/or the District of ColumbiaPrepare and assist with probate filings, inventories, accountings, creditor matters, beneficiary communications, and closing documentsPrepare estate administration accountings, including gathering, organizing, reconciling, and documenting estate assets, income, expenses, and distributionsTrack estate assets and transactions and maintain accurate estate recordsCommunicate professionally with clients, beneficiaries, financial institutions, attorneys, courts, and other professionalsAssist with obtaining date-of-death values, collecting assets, paying expenses and debts, and coordinating distributionsMonitor deadlines and court requirements to keep matters on scheduleMaintain organized electronic and paper files and ensure documentation is complete and accurateDraft correspondence, pleadings, probate forms, and other estate administration documentsEnter and maintain matter information, deadlines, time entries, and documents in Clio and GEMSProvide administrative and substantive support to the attorney throughout the estate administration processHandle confidential client and estate information with discretion and professionalism
Qualifications:Prior experience as a probate or estate administration paralegal is requiredExperience handling probate and estate administration matters in Virginia, Maryland, and/or the District of Columbia is requiredDemonstrated experience preparing estate administration accountings is requiredProficiency with Clio and GEMS is requiredStrong understanding of probate and estate administration proceduresExceptional attention to detail and accuracyHighly organized with the ability to manage multiple matters and competing deadlinesExcellent written and verbal communication skillsStrong analytical, mathematical, and problem-solving abilitiesAbility to work independently while collaborating closely with attorneys and the broader teamProfessional, dependable, discreet, and client-service orientedBachelor’s degree preferredAll candidates must be able to work at a computer screen for a sustained amount of time
Details:Fairfax, VAContract-to-hire opportunityHybrid work arrangementCompensation is expected to be 28-38/hr, commensurate with experienceBoutique estates and trusts practiceOpportunity to work closely with an experienced estates and trusts attorneyMeaningful client interaction and responsibility
Complex estates, fiduciary accountings, taxable estates, or multi-jurisdictional estate administration experience is a plus.
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