Estates And Trusts Paralegal in Fairfax Farms, VA| LawFirmStaff

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Title : Estates And Trusts Paralegal

Location : Virginia - Fairfax
Refer to Job # JOBO833146


Estates And Trusts Paralegal The candidate will maintain, review, and reconcile probate and trust administration in coordination with responsible attorneys. Identify and satisfy debts. Coordinate and facilitate distribution of funds to beneficiaries of estates and trusts. Prepare receipts, releases, and indemnification agreements. Draft correspondence to clients, creditors, asset holders and respond to audits. Assist with post-morteem tax planning. Perform administrative tasks for trusts. Order and coordinate valuations and appraisals of real/tangible personal property. Prepare inventories and accounting to be filed with the local Commissioner of Accounts proactively. Complete the day-to-day operational needs of the Fairfax office including maintaining office systems, procedures, and controls in accordance with law firm best practices and company policy. Work with the Firm Administrator to support the goals of the firm and the partners. Bachelor's degree from an ABA-approved paralegal program is preferred. Should preferably have an associate degree with paralegal studies emphasis. Certification from NALA or NFPA is a plus. Clio software experience is essential. Should have 4+ years supporting small to mid-size law firms. Should have 2+ years of probate and/or trust accounting experience. Demonstrate advanced understanding of law firm documentation and filing best practices. Demonstrate a strong understanding of professional office disciplines. Demonstrate strong verbal and written communication skills. Should possess excellent proofreading skills. Must possess excellent organizational skills including capturing, detailing, and follow-up skills. Must have the ability to work well under pressure. Should have professional office experience using Microsoft Office Suite including Teams, Outlook, Word, and Excel.
 
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