Probate Paralegal

Responsibilities: Assist with all aspects of estate administration and probate, including matters involving Virginia, Maryland, and/or the District of Columbia. Prepare and assist with probate filings, inventories, accountings, creditor matters, beneficiary communications, and closing documents. Prepare estate administration accountings, including gathering, organizing, reconciling, and documenting estate assets, income, expenses, and distributions. Track estate assets and transactions and maintain accurate and complete estate records. Communicate professionally with clients, beneficiaries, financial institutions, attorneys, courts, and other professionals. Assist with obtaining date-of-death values, collecting assets, paying expenses and debts, and coordinating distributions. Monitor deadlines and court requirements to ensure matters remain on schedule. Maintain organized electronic and paper files and ensure all documentation is complete and accurate. Draft correspondence, pleadings, probate forms, and other estate administration documents. Enter and maintain matter information, deadlines, time entries, and documents in Clio and GEMS.Provide administrative and substantive support to the attorney throughout the estate administration process. Handle confidential client and estate information with discretion and professionalism.

Qualifications: Prior experience as a probate/estate administration paralegal is required. Experience handling probate and estate administration matters in Virginia, Maryland, and/or the District of Columbia is required. Demonstrated experience preparing estate administration accountings is required. Proficiency with Clio and GEMS is required. Strong understanding of probate and estate administration procedures. Exceptional attention to detail and accuracy. Highly organized with the ability to manage multiple estate matters and competing deadlines. Excellent written and verbal communication skills. Strong analytical, mathematical, and problem-solving abilities. Ability to work independently while also collaborating closely with the attorney and team. Professional, dependable, discreet, and client-service oriented. Bachelor Degree Required.

The Ideal Candidate: The ideal candidate is meticulous and detail-oriented, understands that even small errors can have significant consequences in estate administration, and takes pride in producing accurate, thorough work. We are looking for someone who can anticipate what needs to be done, stay ahead of deadlines, and take ownership of their matters. Experience with complex estates, fiduciary accountings, taxable estates, or multi-jurisdictional estate administration is a plus.