Our office will close at 1:00 pm on Fridays through Friday, September 2, 2022.

The Peninsula Center For Estate And Lifelong Planning
CALL

More Than 20 Years Of Experience Building Lifelong Relationships      

TRUST AND ESTATE ADMINISTRATION PARALEGAL
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SUMMARY

Prepares and files inventories and accountings; drafts correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration and all other documents related to probate and trust administration matters; works closely with Estate Department Attorney, Commissioners of Accounts and their auditors and court clerks as needed; monitors suspense dates; responds to general client inquiries regarding non-legal matters and serves as liaison between client and attorney; maintains assigned client files; performs legal research as assigned.

POSITION SPECIFICATIONS

1. Education: Paralegal training in Probate and Trust Administration.

2. Experience: Must have worked as a trust and estate administration paralegal in a law firm for a minimum of 2 years.

3. Skills & Abilities: Must be familiar with Virginia probate procedures and generally with the Virginia court system; Good typing skills required; proficiency in Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook; and HotDocs required; familiarity with Tabs 3/Practice Master preferred; strong organizational skills and attention to detail mandatory; ability to work independently required; ability to get along with others and communicate effectively is a must; team player.