Trusts & Estates Paralegal

2 weeks ago


Bethesda, United States Robert Half Full time

Position: Trusts & Estates Paralegal

Location: Montgomery County, MD

Work Schedule: In Office 5 days a week for a probationary period. Thereafter, it will be 4 days a week in office, 1 day a week wfh.


Description: Our client is an established law firm in the DC metro area and is seeking an experienced probate paralegal. This individual will be responsible for handling probate and trust administration cases.

Responsibilities:

  • Draft standard estate planning documents (wills, trusts, financial and medical powers of attorney, deeds, etc.)
  • Administer decedents’ estates, including the preparation of fiduciary accountings.
  • Meet and communicate directly with clients on sophisticated estate planning matters.
  • Assist in the preparation of estate and gift tax returns.
  • Facilitate trust administration.
  • At least 3+ years of experience as a paralegal working in estate and trust administration.
  • Exceptional organizational and file management skills.
  • Strong attention to detail.
  • Clear and concise verbal and written communications.
  • Proficiency in Microsoft Office.

Benefits:

  • Medical Insurance
  • Dental Insurance
  • Life Insurance
  • Accidental Death Insurance
  • 401k
  • Parking/Public Transportation Monthly Stipend



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