Compass Business Solutions, Inc. · 1 month ago
Paralegal, Trust and Estates
Washington, DC
Full-time
Hybrid
Mid, Senior Level
$45/hr - $55/hr
5+ years expCompass Business Solutions, Inc. is a firm focused on modernizing estate planning through innovative practices. They are seeking a Paralegal in Trust and Estates to provide comprehensive support in trust and estate administration, manage essential document drafting, and ensure organized execution of client planning.
ConsultingHuman ResourcesSmall and Medium Businesses
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
Qualification
Required
Strong working knowledge of state-specific probate processes, trust administration procedures, and foundational estate planning documents required
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)
Bachelor's degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education
Preferred
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
Minimum of 5 years of experience in the Trusts & Estates practice area preferred
Experience working with ultra-high-net-worth families and individuals preferred
Experience with estate and gift tax preparation software (e.g., GEMS, Estate/Gift Val) preferred
Company
Compass Business Solutions, Inc.
At Compass, we maximize organizational performance through a wide variety of programs designed to empower the backbone of any organization — its people.
11-50 employees
H1B Sponsorship
Compass Business Solutions, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (21)
2021 (73)
2020 (22)
Funding
Current Stage
Early StageLeadership Team
Alisa Spector Angelo
Chief Executive Officer
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