ProspectBlue
Position Title
Trust and Estate Administration Paralegal – Williamsburg, VA
Salary: $52,000.00 - $72,000.00
Overview ProspectBlue is seeking a highly organized individual with a minimum of two years of experience in Trust and Estate Administration. This role requires 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 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
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
Support estate planning paralegals in drafting estate planning documents (temporary until full‑time role becomes available)
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
Long/Short‑Term Disability
Seniority Level Associate
Employment Type Full‑time
Job Function Legal
Industry Law Practice
Location Williamsburg, VA
#J-18808-Ljbffr
Salary: $52,000.00 - $72,000.00
Overview ProspectBlue is seeking a highly organized individual with a minimum of two years of experience in Trust and Estate Administration. This role requires 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 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
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
Support estate planning paralegals in drafting estate planning documents (temporary until full‑time role becomes available)
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
Long/Short‑Term Disability
Seniority Level Associate
Employment Type Full‑time
Job Function Legal
Industry Law Practice
Location Williamsburg, VA
#J-18808-Ljbffr