Paralegal – Estate and Trust Administration
: Job Details :

ChisholmOliver, LLP is a dynamic, growing, multi-practice boutique law firm in Bethesda, Maryland and we are hiring experienced staff for our thriving Estate and Trust Administration practice in our Bethesda, Maryland office. We are currently seeking a probate and trust administration paralegal with 3 or more years of experience assisting attorneys in administering estates and trusts in Maryland, Virginia, or the District of Columbia. Previous experience as an auditor with the Maryland Register of Wills, Virginia Commissioner of Account, or District of Columbia Register of Wills is a plus. The ideal candidate has a strong work ethic, is detail oriented, and possesses superior analytical, writing, and interpersonal skills. The successful candidate will gain experience through working with and being mentored by the firm's attorneys and will have significant contact with clients, other attorneys, court personnel, and others.

Duties

• Oversee the administration of estates and trusts and ensure compliance with applicable laws and regulations.
• Conduct legal research to support decision-making processes related to estate and trust administration matters.
• Prepare detailed reports, correspondence, and documentation pertaining to estate and trust administration activities.
• Maintain organized files and records using software such as TimeSlips and TimeMatters.
• Utilize Westlaw and other resources for comprehensive legal research as needed.
• Transcribe meeting notes and other important documents accurately.
• Meet with beneficiaries or relevant parties to gather necessary information.
• Demonstrate professional etiquette while communicating with stakeholders.

Experience

• Proven experience in an administrative role, preferably within a legal or financial setting (3 Yrs. Min. Experience Required).
• Familiarity with estate and trust administration principles and practices is a plus.
• Proficiency in using legal research tools such as Westlaw.
• Experience with document management systems is advantageous.
• Strong writing skills with the ability to produce clear and concise documentation.
• Excellent organizational skills with attention to detail.
• Ability to maintain confidentiality and handle sensitive information appropriately.

This role offers an opportunity for individuals looking to contribute meaningfully while developing their skills in estate and trust administration. If you are passionate about making a difference and possess the required qualifications, we encourage you to apply.

Qualified candidates should send resume and cover letter.

Benefits:

• Medical, Dental, Vision
• PTO/Sick Leave Accrual
• 401(k) & Profit Sharing
• Group Term Life Insurance & Short and Long Term Disability
• Bonuses based on Productivity

Job Type: Full-time

Salary Range: $80k - $90k or higher depending on experience

Schedule:

• 9:00 AM to 6:00 PM (with one hour lunch break)
• Monday to Friday

Experience:

• 3+ Years Paralegal or Legal Assistant experience (Required)

Work Location:

• Bethesda, MD 20814, with some ability to work remotely

** ChisholmOliver, LLP is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard for race, ethnic background, color, religion, sexual orientation, age, gender identity, national origin, veteran status, disability or genetic information.