Current jobs related to Paralegal – Estate and Trust Administration - Bethesda - ChisholmOliver, LLP

  • Paralegal Estate and Trust Administration

    2 weeks ago

    Bethesda, United States ChisholmOliver, LLP Full time

    Chisholm Law Group, LLC is a dynamic, growing, multi-practice boutique law firm in Bethesda, Maryland and we are hiring experienced staff for our thriving Estate and Trust Administration practice in our Bethesda, Maryland office. We are currently seeking a probate and trust administration paralegal with 3 or more years of experience assisting attorneys in...

  • Paralegal – Estate and Trust Administration

    3 weeks ago

    Bethesda, United States ChisholmOliver, LLP Full time

    Chisholm Law Group, LLC is a dynamic, growing, multi-practice boutique law firm in Bethesda, Maryland and we are hiring experienced staff for our thriving Estate and Trust Administration practice in our Bethesda, Maryland office. We are currently seeking a probate and trust administration paralegal with 3 or more years of experience assisting attorneys in...

  • Trust & Estates Paralegal

    13 hours ago

    Bethesda, United States GPAC Full time

    I am seeking an experienced Trust and Estates Paralegal for a hybrid role in Washington, DC. This individual will work closely with attorneys and clients on complex estate and trust administration matters. Reach out today to learn more.Background:3 years' of experience as a trust and estate paralegalPrepare probate fililngs including petitions for probate,...

  • Paralegal with Estate Expertise

    6 days ago

    Bethesda, Maryland, United States Lerch, Early & Brewer Full time

    Meet directly with clients on estate planning matters; Review and analyze will and trust provisions;Prepare necessary probate and trust documents and notices for Maryland, DC and Virginia; Prepare Estate Inventories;Prepare petitions and other court filings for estates and trusts;Prepare fiduciary accountings for estates and trustsRequired Skills and...

  • Paralegal

    4 weeks ago

    Bethesda, United States Lerch, Early & Brewer Full time

    Estate Planning/Probate ParalegalLerch, Early & Brewer, a full-service Bethesda law firm seeks an experienced Paralegal to work in our Estates and Trusts practice. As a trusted member of our team, you would:Meet and communicate directly with sophisticated clients on estate planning matters;Review and analyze will and trust provisions;Prepare necessary...

  • Paralegal

    5 days ago

    Bethesda, United States Lerch, Early & Brewer Full time

    Estate Planning/Probate ParalegalLerch, Early & Brewer, a full-service Bethesda law firm seeks an experienced Paralegal to work in our Estates and Trusts practice. As a trusted member of our team, you would:Meet and communicate directly with sophisticated clients on estate planning matters;Review and analyze will and trust provisions;Prepare necessary...

  • Paralegal

    4 days ago

    Bethesda, MD, United States Lerch, Early & Brewer Full time

    Estate Planning/Probate Paralegal Lerch, Early & Brewer, a full-service Bethesda law firm seeks an experienced Paralegal to work in our Estates and Trusts practice. As a trusted member of our team, you would: Meet and communicate directly with sophisticated clients on estate planning matters; Review and analyze will and trust provisions; Prepare...

  • Trusts and Estates Attorney

    20 hours ago

    Bethesda, United States Markham Law Firm Full time

    Job DescriptionJob DescriptionSalary: 100,000 - 130,000Markham Law Firm, a growing family law and award-winning firm with offices in Bethesda, MD and Washington, DC, is currently seeking a Trusts & Estates attorney to join our talented team. This is an opportunity for the ideal candidate with a passion for personal and professional growth to expand their...

  • Probate Paralegal Expert

    2 days ago

    Bethesda, Maryland, United States Lerch, Early & Brewer Full time

    Job DescriptionAs an Estate Planning/Probate Paralegal at Lerch, Early & Brewer, you will play a vital role in assisting our attorneys with estate planning and probate cases.Meet and communicate directly with sophisticated clients on estate planning matters;Review and analyze will and trust provisions;Prepare necessary probate and trust documents and notices...

  • Trust and Estates Associate Attorney

    2 weeks ago

    Bethesda, United States BCG Attorney Search Full time

    Bethesda office of our client seeks trust and estates associate attorney with 3+ years of experience drafting estate planning documents, preparing probate filings and estate tax returns, and administering trusts. The candidate will represent an exciting and unique opportunity for professional growth within the established and prestigious firm, which is...

  • Trust and Estate Advisor

    6 days ago

    Bethesda, Maryland, United States Lerch, Early & Brewer Full time

    Senior Attorney - Estates and TrustsWe are seeking a highly experienced Senior Attorney to lead our Estates and Trusts practice group. As a Senior Attorney, you will be responsible for:Developing and implementing estate plans and probate strategies;Providing expert guidance and support to clients and colleagues;Conducting complex tax research and...

  • Estate Planning Attorney Position

    2 days ago

    Bethesda, Maryland, United States Markham Law Firm Full time

    Job OverviewMarkham Law Firm, a leading law firm in the region, is seeking an experienced Estate Planning Attorney to join our team. With offices in Bethesda and Washington, DC, we provide a supportive and dynamic work environment that fosters professional growth and development.Responsibilities:Draft estate planning documents, including wills, trust...

  • Paralegal and Administrative Expert

    7 hours ago

    Bethesda, Maryland, United States HQDA Field Operating Agencies and Staff Support Agencies Full time

    Key ResponsibilitiesProvide expert paralegal and administrative support to the Soldiers Medical Evaluation Board (MEB) Counsel and Legal Assistance Attorneys.Research and analyze various legal documents to make recommendations to attorneys.Summarize comparative legal data to examine and evaluate deficiencies.Assist in developing and implementing legal...

  • Senior Trust Officer

    4 days ago

    Bethesda, United States Chevy Chase Trust Full time

    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to...

  • Real Estate Administrative Assistant

    4 days ago

    Bethesda, United States elite personnel Full time

    We’ve partnered with a leading real estate firm in Bethesda, MD, and they are seeking a detail-oriented and highly organized Real Estate Administrative Assistant to join their dynamic team! If you thrive in a fast-paced real estate environment and excel at keeping transactions running smoothly from contract to closing, this is the perfect opportunity for...

  • Real Estate Administrative Assistant

    3 days ago

    Bethesda, United States elite personnel Full time

    We’ve partnered with a leading real estate firm in Bethesda, MD, and they are seeking a detail-oriented and highly organized Real Estate Administrative Assistant to join their dynamic team! If you thrive in a fast-paced real estate environment and excel at keeping transactions running smoothly from contract to closing, this is the perfect opportunity for...

  • Paralegal

    1 week ago

    Bethesda, United States Insight Global Full time

    Title: ParalegalLocation: Bethesda, MarylandPay: $35/hr+ (depending on experience) A large retail client for Insight Global is looking for a high-volume Paralegal with law firm experience to join their legal team in our Bethesda, MD office. You will provide both paralegal and executive administrative support in areas of general legal department support,...

  • Real Estate Administrative Assistant

    2 days ago

    Bethesda, Maryland, United States Elite Personnel Full time

    Elite PersonnelWe are recruiting a highly skilled Transaction Coordinator to join our team. As a key member of our team, you will be responsible for managing the administrative aspects of real estate transactions, ensuring that every task is completed efficiently and effectively.Main Tasks:Manage transaction timelines, ensuring that all deadlines are met and...

  • Tax Senior Manager

    3 weeks ago

    Bethesda, United States GRF CPAs & Advisors Full time

    Summary of Responsibilities:The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.Salary...

  • Senior Trust Officer

    6 days ago

    Bethesda, MD, United States Chevy Chase Trust Full time

    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to...

Paralegal – Estate and Trust Administration

4 weeks ago

Bethesda, United States ChisholmOliver, LLP Full time

ChisholmOliver, LLP is a dynamic, growing, multi-practice boutique law firm in Bethesda, Maryland and we are hiring experienced staff for our thriving Estate and Trust Administration practice in our Bethesda, Maryland office. We are currently seeking a probate and trust administration paralegal with 3 or more years of experience assisting attorneys in administering estates and trusts in Maryland, Virginia, or the District of Columbia. Previous experience as an auditor with the Maryland Register of Wills, Virginia Commissioner of Account, or District of Columbia Register of Wills is a plus. The ideal candidate has a strong work ethic, is detail oriented, and possesses superior analytical, writing, and interpersonal skills. The successful candidate will gain experience through working with and being mentored by the firm’s attorneys and will have significant contact with clients, other attorneys, court personnel, and others.


Duties


  • Oversee the administration of estates and trusts and ensure compliance with applicable laws and regulations.
  • Conduct legal research to support decision-making processes related to estate and trust administration matters.
  • Prepare detailed reports, correspondence, and documentation pertaining to estate and trust administration activities.
  • Maintain organized files and records using software such as TimeSlips and TimeMatters.
  • Utilize Westlaw and other resources for comprehensive legal research as needed.
  • Transcribe meeting notes and other important documents accurately.
  • Meet with beneficiaries or relevant parties to gather necessary information.
  • Demonstrate professional etiquette while communicating with stakeholders.


Experience


  • Proven experience in an administrative role, preferably within a legal or financial setting (3 Yrs. Min. Experience Required).
  • Familiarity with estate and trust administration principles and practices is a plus.
  • Proficiency in using legal research tools such as Westlaw.
  • Experience with document management systems is advantageous.
  • Strong writing skills with the ability to produce clear and concise documentation.
  • Excellent organizational skills with attention to detail.
  • Ability to maintain confidentiality and handle sensitive information appropriately.


This role offers an opportunity for individuals looking to contribute meaningfully while developing their skills in estate and trust administration. If you are passionate about making a difference and possess the required qualifications, we encourage you to apply.


Qualified candidates should send resume and cover letter.


Benefits:


  • Medical, Dental, Vision
  • PTO/Sick Leave Accrual
  • 401(k) & Profit Sharing
  • Group Term Life Insurance & Short and Long Term Disability
  • Bonuses based on Productivity


Job Type: Full-time


Salary Range: $80k - $90k or higher depending on experience 


Schedule:


  • 9:00 AM to 6:00 PM (with one hour lunch break)
  • Monday to Friday


Experience:


  • 3+ Years Paralegal or Legal Assistant experience (Required)


Work Location:


  • Bethesda, MD 20814, with some ability to work remotely


** ChisholmOliver, LLP is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard for race, ethnic background, color, religion, sexual orientation, age, gender identity, national origin, veteran status, disability or genetic information.