Wills, Trusts, Estates, and Elder Law


Wills, Trusts, Estates, and Elder Law

Currently, working a hybrid remote/onsite model. 

Arlington, VA location with Free parking near Seven Corners

Up to $95,000 with growth, 100% paid benefits, 20 days PTO and free parking

No billable hour’s requirement.

One of Virginia’s premier family and elder law firms with a booming practice with a long history of social responsibility and supporting the communities in which their people live and work seeks a Wills Trusts and Estates Paralegal

This extraordinary, empowered woman-owned firm offers work-life balance, respect, learning, and growth. As a paralegal, you will work closely with attorneys, paralegals, and clients, assisting in estate administration, preparing court papers, wills, trusts, estates, tax returns, and other documents related to estate and trust administration.

You will conduct research, draft and file probate court documents. Compile information, computations, and draft federal and state estate or inheritance tax returns. Compile data, computations, and draft federal gift tax returns. Supervise and coordinate the collection and transfer of assets, payment of debts and administration expenses, and distributing assets to beneficiaries for probate estates and funded trusts. File wills in appropriate counties and prepare deeds and assessor forms. Prepare forms and filings for entity formations and annual statements. Ensure proper docketing and timely filing of all tax returns and court papers. Prepare and send correspondence, including composing transmittal letters, etc. Communicate with banks, other financial institutions, and relevant parties to the administration of the trust. Prepare and coordinate requests for duplicating, messenger delivery, word processing, special mail handling, accounting, and other office services, and meet with clients and attorneys concerning the estate and trust.

Requirements to be successful are:

A college degree and paralegal certificate is highly preferred

A minimum of 2 year’s experience as a paralegal with a law firm working in family and elder law or similar

Experience in preparing estate administration, probate court documents, including opening and closing court papers, inventories, and accounts. administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration expenses, and the distribution of assets to beneficiaries;

Experience in preparation of federal estate tax returns and preparation of federal gift tax returns preferred

Knowledge of MS Word, Excel, PowerPoint, probate court e-filing software, and other legal software a huge plus

A notary or willingness to become notary preferred

9-5:30 with some flexibility with occasional overtime. Currently working a hybrid model depending on whether clients are in the office or on-site work is required. Medical, dental vision, LTD, STD, 401k, 20 days PTO, and more!