Accelerant Law ยท 1 day ago
Senior Paralegal, Trust and Estates
Washington, DC
Full-time
Hybrid
Senior Level, Lead/Staff
$60/hr - $70/hr
10+ years expAccelerant Law is a firm focused on modernizing estate planning through innovative practices and technology. They are seeking a Senior Paralegal for Trust & Estates to provide comprehensive support in estate and trust administration, tax compliance, and entity formation, while also maintaining supportive systems for the firm's operations.
Law Practice
Responsibilities
Participate in internal client strategy discussions, providing procedural, administrative, and technical expertise to ensure optimal, high-quality legal services
Manage the end-to-end administration process for non-taxable and 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; work with third-party service providers and draft necessary documentation to create and form entities
Collaborate with attorneys on drafting estate-planning-related documents, including powers of attorney, LLC operating agreements, Crummey letters, promissory notes, and related materials
Prepare and file complex Federal Gift Tax Returns (Form 709) and Federal Estate Tax Returns (Form 706), addressing advanced issues such as portability elections, valuation adjustments, and complex gifting strategies
Prepare and execute documentation for complex asset transfers, including deeds, assignments, and advanced funding instructions
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 accompanying legal documents
Design, implement, and manage systems to support trust and estate administration across multiple legal projects and business lines as the Firm grows and as laws evolve, ensuring ongoing compliance with estate planning and tax regulations
Provide training, mentorship, and guidance to team members on Firm procedures, best practices, and technical compliance standards
Qualification
Required
Bachelor's degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education
Minimum of 10 years of experience in the Trusts & Estates practice area preferred
Demonstrated progressive supervisory or leadership experience preferred
Experience working with ultra-high-net-worth families and individuals preferred
Company
Accelerant Law
Accelerant was founded by entrepreneurial-minded attorneys who strive to modernize the current approach to estate planning by incorporating 21st-century business practices and technology into a sophisticated estate planning practice.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Dana Michelle Foley
Founder and Partner
Company data provided by crunchbase