Estate and Trust Administration Paralegal

Estate and Trust Administration Paralegal

ProspectBlue

Williamsburg, VA

Other

Medical, Dental, Retirement, PTO

Posted 27 days ago


Job description

Job Description ProspectBlue has partnered with a reputable firm in Williamsburg, VA and is seeking a candidate with a minimum of two (2) years of experience in Trust and Estate Administration. This role requires a highly organized individual capable of managing important deadlines and will ultimately evolve into a department management position. Responsibilities: Work directly under the supervision of the Trust and Estate Paralegal for training and task assistance Assist in preparing and filing inventories and accountings Draft various legal documents including: Correspondence Real estate deeds Business transfer documents Certificates of trust Pleadings related to estate and trust administration Support clients with trust funding and draft related transfer documents (under attorney supervision) Maintain and update firm document templates Collaborate closely with: Firm attorneys Commissioners of Accounts and auditors Court clerks Track and monitor suspense dates and respond to general, non-legal client inquiries Act as a liaison between clients and attorneys Maintain assigned client files and conduct legal research as needed Temporary Duties: Until the Trust and Estate Administration Paralegal role becomes full-time, this position will also: Support the estate planning paralegals in drafting estate planning documents Assist with general office administration Qualifications: Minimum 2 years' experience in Trust and Estate Administration Strong organizational skills and ability to manage deadlines Benefits: Paid Time Off Paid Holidays 401(k) Profit Sharing Health Insurance Dental Insurance Long/Short-Term Disability.




Frequently asked questions

Q: What skills or qualities help someone succeed as a Trust and Estates Paralegal?

A: To succeed as a Trust and Estates Paralegal, key technical skills include proficiency in estate planning laws, tax codes, and trust administration, as well as expertise in document preparation, such as wills, trusts, and powers of attorney. Soft skills that contribute to success in this role include strong organizational and time management abilities, excellent communication and interpersonal skills, and the ability to maintain confidentiality and handle sensitive client information. These strengths support career growth and effectiveness by enabling paralegals to efficiently manage complex estate planning matters, build strong relationships with clients and attorneys, and provide high-quality support to drive successful outcomes.

Q: What is the career path for a Trust and Estates Paralegal?

A: A Trust and Estates Paralegal typically starts as an entry-level paralegal, assisting attorneys with estate planning, probate, and trust administration tasks, before advancing to mid-level roles such as Estate Planning Coordinator or Trust Administration Specialist, where they oversee complex estate planning documents and trust administration processes. As they gain experience, they can move into senior roles like Senior Trust and Estates Paralegal or Trust and Estates Manager, where they lead teams and oversee large-scale estate planning and trust administration projects. Throughout their career, Trust and Estates Paralegals can develop skills in areas like estate planning, tax law, and probate procedures, and may also pursue certifications like the Certified Trust and Estate Planner (CTEP) or the Certified Paralegal (CP) designation.



ProspectBlue job posting for a Estate and Trust Administration Paralegal in Williamsburg, VA with a salary of $52,300 to $85,800 Annually and benefits including Medical, Dental, PTO, and Retirement with a map of Williamsburg location.