Estate Planning Paralegal - Reston

Key Responsibilities

• Prepare and assemble estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related documents.
• Aid in probate and trust administration matters, such as gathering information, preparing court filings, and coordinating required documentation.
• Obtain and organize legal, financial, and client documents.
• Perform administrative and client service functions, including scheduling meetings and maintaining regular communication with clients.
• Conduct basic legal research as needed.
• Aid in drafting correspondence and other legal documentation.
• Prepare, review, and file legal documents with courts and government agencies, as applicable.
• Maintain and organize electronic and physical client files and databases.
• Collaborate with attorneys, clients, financial advisors, accountants, and other professionals as necessary.

Qualifications and Skills

• Prior paralegal or legal assistant experience is required.
• Prior estate planning, probate, trust administration, or related legal experience is preferred.
• Strong written and verbal communication skills.
• Exceptional attention to detail and accuracy.
• Excellent organizational, time management, and client service skills.
• Ability to work independently while collaborating effectively with a team.
• Willingness to learn and develop expertise in estate planning and probate matters.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• A minimum of an Associate's degree in Paralegal Studies or a related field is required.
• A Bachelor's degree and/or paralegal certification are preferred.