More jobs:
Estate Planning Paralegal
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-03-08
Listing for:
Growth Solutions Team
Full Time
position Listed on 2026-03-08
Job specializations:
-
Law/Legal
Legal Secretary, Paralegal
Job Description & How to Apply Below
Benefits
- Health, Dental, and Vision Insurance (premiums paid for by employer at 100%)
- 401(k) Retirement Plan with match
- Health Savings Account (HSA)
- Limited Purpose Flexible Spending Account (FSA)
- Paid Time Off (PTO)
This position requires current U.S. work authorization. We are not able to sponsor or transfer visas for this role.
We are seeking an experienced Estate Planning Paralegal to support attorneys in estate planning, trust administration, and probate matters. This role requires strong organizational skills, attention to detail, and excellent client communication.
Key Responsibilities- Assist with trust and estate administration, including asset inventories and financial documentation
- Draft estate planning documents (wills, trusts, powers of attorney, advance directives)
- Prepare fiduciary accountings and probate court filings
- Coordinate document execution and maintain client files and deadlines
- Communicate with clients, beneficiaries, fiduciaries, and professional advisors
- Con duct legal research and monitor case progress
- Paralegal certificate or Bachelor's degree preferred
- 4+ years of experience in estate planning, trust administration, or probate
- Strong drafting, research, and case management skills
- Familiarity with probate procedures and legal software
- Experience with Maryland probate and estate tax procedures
- Notary Public (or willingness to obtain)
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