Paralegal

Probate and Trusts Estates Paralegal

An established estate planning and administration law firm located in Rockville, Maryland, is seeking an experienced Probate & Trusts and Estates Paralegal to join their team.

The ideal candidate will have substantial experience in probate and estate administration, excellent organizational and communication skills, and the ability to manage multiple matters efficiently. The Paralegal must be a proactive, detail-oriented professional who takes ownership of assignments, works well independently and collaboratively, and provides exceptional service to clients.

Salary: $70,000.00-$100,000.00 DOE

Status: Full-time/Hybrid opportunity after initial training period

***LOCAL CANDIDATES ONLY**

Key Responsibilities

• Assist attorneys with all aspects of probate and estate administration, from opening estates through final distribution and closing.
• Prepare and file probate documents, including petitions, inventories, accountings, and other required filings with the Maryland Register of Wills and applicable courts.
• Manage estate administration deadlines, monitor case progress, and proactively follow up on outstanding matters.
• Assist with gathering, organizing, and valuing estate assets, including coordinating with financial institutions and other third parties.
• Assist with the preparation of federal and state estate and gift tax returns.
• Review and interpret wills, trusts, and other estate planning documents.
• Communicate professionally and compassionately with personal representatives, beneficiaries, financial institutions, and other parties.
• Maintain organized and accurate client files and ensure timely completion of assigned tasks.
• Work collaboratively with attorneys and administrative staff to ensure efficient and accurate handling of client matters.

Qualifications

• Minimum of 3 years of probate and estate administration experience required.
• Bachelor's degree, paralegal certificate, or equivalent education and relevant professional experience.
• Strong working knowledge of Maryland probate procedures, including filings with the Register of Wills.
• Familiarity with DC and Virginia probate laws and procedures is a plus.
• Experience preparing estate inventories and fiduciary accountings is strongly preferred; however, candidates with extensive estate administration experience will be considered.
• Experience assisting with the preparation of federal and state estate and gift tax returns is preferred.
• Strong understanding of wills, trusts, and estate administration procedures.
• Excellent written and verbal communication skills, strong organizational abilities, and exceptional attention to detail.
• Ability to independently manage multiple matters, prioritize deadlines, and proactively follow up on outstanding tasks.
• Professionalism, discretion, and sensitivity when working with clients during difficult or stressful circumstances.
• Proficiency with Microsoft Office; experience with Clio or similar legal practice management software is a plus.

Firm Benefits

Health, Dental & Vision Insurance

401(k) retirement plan

Firm 401(k) contribution equal to 3% of salary

Paid time off

Paid training fees

Paid parking

How To Apply: Please respond with your resume for consideration. We welcome all candidates that meet the REQUIRED qualifications with recent relevant experience. Palmer Legal Staffing is an equal opportunity employer.

About Us: Palmer is an award-winning staffing agency offering direct hire, temp-to-hire, and temporary placements for administrative, management, executive, legal and more. We represent more than 500 of the finest law firms and legal departments in the D.C. area.

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