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Paralegal, Trust and Estates
Paralegal, Trust and EstatesCompass Business Solutions, Inc. • Washington, DC, US
Paralegal, Trust and Estates

Paralegal, Trust and Estates

Compass Business Solutions, Inc. • Washington, DC, US
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Overview :

  • Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice.
  • Our firm serves ultra-high-net-worth families with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative manner.

Position :

  • Accelerant Law is seeking a Paralegal, Trust and Estates (Mid-Level) to provide comprehensive trust and estate administration support to attorneys and clients as part of the Firm’s legal team.
  • This role is responsible for managing core estate and trust administration processes, assisting with essential document drafting, and ensuring the organized execution of client planning.
  • The Paralegal will play a critical role in delivering high-quality legal services and requires a strong working knowledge of probate procedures and tax documentation.

    • Location :

  • This role is based in Washington, DC and requires 3 days per week in-office.

    • Essential Responsibilities :

  • Participate in internal strategy discussions for clients and collaborate with attorneys and colleagues to deliver high-quality legal services.
  • Manage the end-to-end administration process for non-taxable and moderately complex estates and trusts, including asset inventories, notice procedures, and coordination of appraisals.
  • Prepare and manage probate court filings, including petitions, inventories, accountings, and closing documents, ensuring compliance with applicable local rules and deadlines.

    • Prepare SS-4 forms, manage authorizations, and apply for tax identification numbers (EINs) for trusts and entities created by the Firm.

  • Collaborate with attorneys on drafting estate-planning-related documents, including powers of attorney, LLC operating agreements, Crummey letters, promissory notes, and related materials.
  • Work with attorneys to prepare gift and estate tax returns (e.g., IRS Forms 709 and 706) and support probate and estate administration matters.
  • Coordinate with third-party service providers and draft necessary forms to create and form entities.
  • Prepare and send Firm correspondence, including engagement letters, cover letters, signing instructions, ancillary documents (e.g., Assignments of Tangible Personal Property and Trust Certifications), and other communications to accompany legal documents.
  • Implement, maintain, and continuously improve systems to support trust administration and estate administration across multiple legal projects and business lines as the Firm grows and as laws evolve.
  • Ensure compliance with applicable estate planning laws and procedures.

    • Knowledge, Skills and Abilities :

  • Strong working knowledge of state-specific probate processes, trust administration procedures, and foundational estate planning documents required.
  • General knowledge of irrevocable trusts (e.g., GRATs, IDGTs, ILITs) preferred.
  • Knowledge of gift and estate tax rules; experience preparing or supporting Forms 709 and 706 preferred.
  • A resourceful self-starter who takes initiative and quickly assimilates and applies new knowledge.
  • Ability to thrive in a fast-paced, high-energy, and team-oriented environment.
  • Meticulous, organized, self-motivated, practical, and flexible; able to manage multiple complex and shifting priorities effectively.
  • Strong verbal and written communication skills; able to communicate information clearly and professionally; open to receiving and giving feedback.
  • Ability to work independently while also developing strong internal and external relationships.
  • Builds trust, honors commitments, and treats all with respect; uses those skills to reach consensus, produce high-quality work, and meet deadlines.
  • Strong aptitude for technology with proficiency in MS Office Suite, advanced skills in Excel, Clio, and cloud-based document management systems (e.g., Box).
  • Experience with estate and gift tax preparation software (e.g., GEMS, Estate / Gift Val) preferred.

    • Experience / Education Requirements :

  • Bachelor’s degree and / or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education.
  • Minimum of 5 years of experience in the Trusts & Estates practice area preferred.
  • Experience working with ultra-high-net-worth families and individuals preferred.

    • Compensation :

  • The hourly rate range for this role is $45.00 - $55.00, based on relevant experience.   Powered by JazzHR
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