Trust and Estate Paralegal Overview • The Trust and Estate Paralegal will provide comprehensive legal support in estate and trust administration. • This role requires expertise in probate procedures and estate tax filings. • Candidates will manage estate and trust administration processes from inception to completion. • Utilize specialized software to prepare estate and trust accounting documentation. • Collaborate with attorneys and clients to ensure timely and accurate administration. • This is a full-time, on-site position offering professional growth opportunities. • The role includes competitive salary and benefits packages. Trust and Estate Paralegal Key Responsibilities & Duties • Prepare probate filings for Maryland, District of Columbia, and Virginia jurisdictions. • Assist in estate and trust administration, including asset transfers and sales. • Draft and file Federal and State estate tax returns accurately. • Manage estate and trust administration timelines and deliverables. • Collaborate with clients and professionals to ensure smooth administration processes. • Utilize software tools for estate accounting and documentation preparation. • Maintain detailed records and ensure compliance with legal requirements. Trust and Estate Paralegal Job Requirements • Bachelor’s degree or Paralegal certificate required. • Minimum of 3 years of experience in estate, trusts, and probate administration. • Proficiency in probate-specific software, such as GEMS, EVP, and iManage. • Strong verbal and written communication skills for client and professional interactions. • Attention to detail and ability to manage multiple cases effectively. • Understanding of estate and income tax concepts preferred. • Ability to work collaboratively in a team-oriented environment.