Estates & Trusts Paralegal / Legal Assistant
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $58,400.00 - $95,900.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life insurance
401(k)
Paid Time Off
Paid holidays
On-site fitness facility
paid parking
Metro stipend
Job Description
Bregman, Berbert, Schwartz & Gilday, LLC (BBS&G) is a reputable mid-sized law firm situated in downtown Bethesda, Maryland. The firm has established itself as a trusted name since its founding in 1979, boasting nationally recognized attorneys and a respected reputation for professionalism and integrity. Serving clients across Maryland, Virginia, and Washington, D.C., BBS&G specializes in a variety of legal fields with a notable focus on Estates & Trusts law, providing comprehensive legal services tailored to meet the needs of individuals and families managing estate planning, probate, and fiduciary administration matters.
The firm prides itself on fostering a supportive and collaborative work environment, dedicated to the growth and development of its Estates & Trusts practice. With offices located just two blocks from the Bethesda Metro, the workplace offers convenient access alongside amenities like an on-site fitness facility and paid parking or a Metro stipend. BBS&G has been recognized as a Top Workplace by The Washington Post for three consecutive years, underscoring its commitment to employee satisfaction and positive company culture.
The position of Estates & Trusts Paralegal / Legal Assistant at BBS&G is an essential role designed to support the firm’s growing Estates & Trusts practice. This opportunity suits a highly organized and detail-oriented professional who thrives in managing multiple active files and working within a dynamic legal environment. The role involves providing day-to-day administrative and paralegal support on a variety of legal matters including estates, trusts, guardianships, and fiduciary responsibilities. This includes preparing court filings, drafting correspondence, organizing critical documents, maintaining client and court calendars, scheduling meetings, and coordinating with external professionals such as CPAs and financial advisors.
The Estates & Trusts Paralegal / Legal Assistant will be responsible for handling sensitive information with accuracy and maintaining strong attention to detail while ensuring that deadlines and court requirements are met promptly. Comfort in managing electronic files, familiarity with court filing systems, and the capacity to serve as a notary public (with preference for candidates licensed in Maryland or Virginia, and DC a plus) are crucial components of this role. In addition, this position requires occasional travel to the DC Superior Court Probate Division and managing bank deposits relevant to fiduciary matters.
This role offers an exciting opportunity for candidates looking to advance their career in a supportive firm with a growing practice, offering comprehensive benefits and a stable work environment. The firm is committed to helping employees succeed and values professional growth, making this position an ideal fit for someone eager to contribute to a respected legal team while enhancing their expertise in Estates & Trusts law.
The firm prides itself on fostering a supportive and collaborative work environment, dedicated to the growth and development of its Estates & Trusts practice. With offices located just two blocks from the Bethesda Metro, the workplace offers convenient access alongside amenities like an on-site fitness facility and paid parking or a Metro stipend. BBS&G has been recognized as a Top Workplace by The Washington Post for three consecutive years, underscoring its commitment to employee satisfaction and positive company culture.
The position of Estates & Trusts Paralegal / Legal Assistant at BBS&G is an essential role designed to support the firm’s growing Estates & Trusts practice. This opportunity suits a highly organized and detail-oriented professional who thrives in managing multiple active files and working within a dynamic legal environment. The role involves providing day-to-day administrative and paralegal support on a variety of legal matters including estates, trusts, guardianships, and fiduciary responsibilities. This includes preparing court filings, drafting correspondence, organizing critical documents, maintaining client and court calendars, scheduling meetings, and coordinating with external professionals such as CPAs and financial advisors.
The Estates & Trusts Paralegal / Legal Assistant will be responsible for handling sensitive information with accuracy and maintaining strong attention to detail while ensuring that deadlines and court requirements are met promptly. Comfort in managing electronic files, familiarity with court filing systems, and the capacity to serve as a notary public (with preference for candidates licensed in Maryland or Virginia, and DC a plus) are crucial components of this role. In addition, this position requires occasional travel to the DC Superior Court Probate Division and managing bank deposits relevant to fiduciary matters.
This role offers an exciting opportunity for candidates looking to advance their career in a supportive firm with a growing practice, offering comprehensive benefits and a stable work environment. The firm is committed to helping employees succeed and values professional growth, making this position an ideal fit for someone eager to contribute to a respected legal team while enhancing their expertise in Estates & Trusts law.
Job Requirements
- Relevant paralegal certificate or legal assistant training preferred
- minimum of 2 years experience in estates and trusts or related legal fields
- proficiency with Microsoft Office and legal document management software
- ability to manage multiple files and deadlines simultaneously
- strong interpersonal skills and ability to coordinate with multiple parties effectively
- notary public license in MD or VA required
- reliable transportation for occasional travel to DC Superior Court
Job Qualifications
- Prior experience in estates, trusts, probate, or fiduciary administration preferred
- exceptional organizational skills and attention to detail
- strong written communication skills
- familiarity with court filings and document management systems
- notary public (MD or VA required
- DC a plus)
Job Duties
- 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 Estates & Trusts calendars, 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 as needed
- maintain the Estates & Trusts matter list and professional referral database
- serve as a notary for client signings (MD or VA required
- DC preferred)
- make bank deposits and travel to DC Superior Court Probate Division as necessary
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
Your Profile Is Visible To Hiring Managers Across OysterLink.
We'll match you with best jobs
Get job offers faster
Search For More Opportunities:
How Candidates Get Hired Faster
Apply to 2–3 similar roles
Complete profile & get best matches
Check new opportunities daily
