Trusts & Estates Paralegal Opportunity

Estate Administration | Flexible work environment | 5+ years

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A bit about us:

Our boutique law firm specializes in trust and estate administration and planning, serving high net-worth clients with a commitment to excellence, discretion, and personalized service. We are dedicated to providing expert legal guidance through the complexities of estate administration and probate processes. Our team is currently looking to expand with a skilled Trust and Estate Paralegal who shares our passion for helping clients navigate their estate planning needs.

Why join us?

  • Competitive compensation package, commensurate with experience.
  • Comprehensive benefits including health insurance, 401k + 10% profit sharing, and paid time off.
  • A collaborative and supportive work environment within a specialized boutique firm.
  • Opportunities for professional development and advancement.

Job Details

We are seeking a Trust and Estate Paralegal with a minimum of 3 years of experience in estate administration and probate. The ideal candidate will have a proven track record of managing estate files from inception through distribution, a strong understanding of tax preparation related to estates, and the ability to provide exceptional service to our clients. Experience with high net-worth clients is highly desirable.

Key Responsibilities:
  • Assist attorneys with the administration of estates and trusts, including probate court filings, estate tax returns, and accountings.
  • Directly communicate with clients, beneficiaries, and other professionals to gather and provide information, fostering strong relationships.
  • Prepare and file various probate and administration documents, inventories, accountings, and tax returns with minimal supervision.
  • Manage estate and trust bank accounts, including the preparation of checks, account statements, and fiduciary accountings.
  • Coordinate the valuation of assets and maintain detailed records of estate assets and distributions.
  • Assist in the preparation and filing of federal and state estate tax returns; experience with income tax preparation is a significant plus.
  • Support attorneys in estate planning, including drafting wills, trusts, and other estate planning documents.

Qualifications:
  • Minimum of 3 years of experience as a paralegal in trust and estate administration and probate.
  • Bachelor's degree or Paralegal certificate from an accredited institution.
  • Strong knowledge of probate procedures and understanding of fiduciary tax matters.
  • Proficiency in tax preparation software and Microsoft Office Suite; familiarity with estate planning and administration software is preferred.
  • Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
  • Exceptional interpersonal and communication skills, with a focus on client service.
  • Experience working with high net-worth clients is preferred.

Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Richmond, VA
Job Type
Permanent
Compensation
$100,000 - $170,000