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Legal - Paralegal (Trust and Estates)

$41k+
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Full-time
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Paralegal (Trust and Estates)
Reston, VA

MUST:
3+ years paralegal experience in trust and estate administration and planning
2+ years of drafting pleadings and motions
Strong Computer knowledge
Paralegal certificate is preferred
Bachelor's degree or equivalent work experience

DUTIES:
Estate and trust administration in the jurisdictions of Virginia, Maryland, and District of Columbia, Reviewing the will/trust, analyzing it considering the known financial and family situation,
Researching statutes and case law in those jurisdictions and drafting agreements
Proficiency filing legal documents with the courts including all important tax documents.
Experience with the probate process, including inventories and accounting.
Estate planning for high-net-worth individuals, including drafting, reviewing, and analyzing estate-planning documents
Assisting clients with the entire process of funding trusts.
Clear, concise, and correct communication, both oral and written
Experience keeping records organized including all case files, documents and correspondence

#INDPRO



*Progression, Inc. is an equal opportunity and affirmative action employer. Progression, Inc. is committed to administering all employment and personnel actions on the basis of merit and free of discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or status as an individual with a disability. Consistent with this commitment, we are dedicated to the employment and advancement of qualified minorities, women, individuals with disabilities, protected veterans, persons of all ethnic backgrounds and religions according to their abilities.*

Last updated on Nov 28, 2023

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