Estates & Trusts Paralegal / Legal Assistant

Pay: $45,000.00 - $85,000.00 per year

Why This Is a Great Opportunity

• Join a growing Estates & Trusts practice at a well-established, nationally respected law firm serving clients across Maryland, Virginia, and Washington, DC
• Work on meaningful matters — estate administration, trusts, probate, guardianship, and fiduciary work — that directly impact clients during significant life moments
• Named a "Top Workplace" by The Washington Post for three consecutive years — a track record that speaks for itself
• Paid parking in downtown Bethesda or a Metro stipend — your commute is covered either way
• Comprehensive benefits package including health, dental, vision, life insurance, and a 401(k) with profit sharing
• Access to an onsite fitness facility and generous paid time off and holidays
• Offices two blocks from the Bethesda Metro in a vibrant, walkable area
• A collaborative, supportive team environment where detail-oriented professionals thrive

Location: This is a full-time, on-site role in downtown Bethesda, MD. You will work directly alongside the Estates & Trusts team in the office each day, with easy Metro access and covered parking.

Note: A Notary Public commission in Maryland or Virginia is required for this role; DC notary is a strong plus. Prior experience in estates, trusts, probate, or fiduciary administration is strongly preferred. Candidates must be comfortable managing multiple active files with competing deadlines.

About Us

We are a well-established general practice law firm with deep roots in the DC metro region, founded in 1979. Our practice spans commercial real estate, civil litigation, business transactions, technology, alternative dispute resolution, and state and local government law. Our Estates & Trusts practice is growing, and our attorneys are nationally recognized for their professionalism and client service. We have been honored as a "Top Workplace" by The Washington Post for three consecutive years — a reflection of the culture we have built and continue to protect. Confidential Employer.

Job Description

• Prepare, copy, scan, and mail court filings and service packets; track and maintain proof of service
• Draft and send routine correspondence to clients, heirs, courts, and financial institutions
• Prepare exhibits and supplemental materials for probate, trust, and tax filings; e-file and submit deeds via SimpliFile as needed
• Scan, log, and organize all incoming Estates & Trusts mail, including original court documents and checks
• Maintain electronic files including historical estate documents, tax returns, and pre-death invoices
• Manage the Estates & Trusts calendar, tracking deadlines, hearings, and signings
• Schedule client meetings and coordinate with CPAs, financial advisors, and other professionals
• Assist with fiduciary administration by reviewing expenses, preparing checks, monitoring account balances, and reconciling accounts
• Maintain the Estates & Trusts matter list and professional referral database
• Serve as notary for client signings (MD or VA required; DC preferred)
• Make bank deposits and travel to DC Superior Court Probate Division as needed

Qualifications

• Prior experience in estates, trusts, probate, or fiduciary administration strongly preferred
• Notary Public in Maryland or Virginia required; DC notary a plus
• Exceptional organizational skills and attention to detail
• Strong written communication skills
• Familiarity with court filings and document management systems
• Ability to manage multiple active files and deadlines simultaneously
• Comfort with both substantive paralegal tasks and administrative support duties

Why You Will Love Working Here

This role puts you at the center of a growing, purpose-driven practice area where your organizational skills and attention to detail have a direct impact on clients navigating some of the most important moments of their lives. The team is collaborative and supportive, the firm is stable and well-respected, and the benefits are genuinely strong — from covered commuting costs to an onsite gym to a 401(k) with profit sharing. Three consecutive "Top Workplace" recognitions do not happen by accident. If you take pride in your work, care about doing things right, and want to be part of a firm that values that, this is the right place.

JPC-1194

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must haves: 1+ yrs estates, trusts, probate, or fiduciary administration exp. Notary Public (MD or VA required; DC a plus).

• Nice to haves:

• Preferred Years as Associate:

• Additional context: Relocation- [yesno]. Packages - [yesno]

• Salary Bands (Only if attorney role):

• Entry level / general law firm admin transitioning into E&T (0 to 2 years): $45,000 to $55,000

• Mid-level estates/trusts paralegal or legal assistant (2 to 5 years): $55,000 to $70,000

• Senior / experienced E&T paralegal (5+ years): $70,000 to $85,000

• Note: These ranges are estimated by the recruiter. Client did not disclose a salary range.

Submission Email: Name / Larry, Kristen and Doug - [email protected]; [email protected]; [email protected]

Quick Recruiter Reference

Established DC-metro law firm with a growing Estates & Trusts practice seeking an organized paralegal or legal assistant to support estate administration, probate, trust, and fiduciary matters across MD, VA, and DC. On-site in Bethesda, full-time, strong benefits. Notary required; prior estates/trusts experience strongly preferred.

Recruiters Submission: To submit, cancel - Estates & Trusts Paralegal / Legal Assistant - Bregman, Berbert, Schwartz & Gilday - JPC 1194 - Source

*New Job Order Alert*

• Client job title: Estates & Trusts Paralegal / Legal Assistant

• Location: Bethesda, MD

• On-site, hybrid, remote: On-site

• Experience: 1

• Good fit job titles/keywords for candidates: Estates & Trusts Paralegal, Probate Paralegal, Trust Administration Paralegal, Fiduciary Paralegal, Estate Planning Legal Assistant, Probate Legal Assistant, Trust and Estate Paralegal, Estate Administration Assistant, Wills and Trusts Paralegal

• # of hires needed: 1

• Open or not to recruiters on TE: No

• Job posting strategy (bottom of package details): Par, 1+ yr estate, trusts, Bethesda, 65K POP