Trusts And Estates Attorney

Job Overview: A law firm specializing in Trusts and Estates is seeking a dedicated attorney to join its team in Bethesda, MD. The ideal candidate will draft estate planning documents, handle probate filings, administer trusts, and maintain strong client relationships.

Duties:

• Draft estate planning documents such as wills, trust agreements, powers of attorney, advance medical directives, and deeds.
• Prepare probate filings, including petitions for probate, inventories, accounts, inheritance tax returns, and petitions for assorted relief.
• Correspond with clients, financial institutions, insurance companies, Register of Wills Offices, and government agencies.
• Administer trusts by preparing accountings, tracking and paying trust expenses and distributions, and facilitating trust tax returns.
• Maintain client relationships through frequent communication (email and telephone) and explain legal concepts clearly.
• Keep clients informed of case status and updates.
• Organize online and paper files, ensuring accurate documentation and compliance.
• Update case and task status regularly using Asana or similar tools.
• Attend, lead, or organize Continuing Legal Education (CLE) sessions, bar association events, and networking functions.
• Prepare blog posts and assist in writing and researching articles related to Trusts and Estates.
• Supervise and train paralegals and law clerks on relevant legal matters.
• Actively participate in firm marketing and business development initiatives.
• Demonstrate a growth mindset and a client-centric approach to problem-solving.

Requirements:

• JD from an accredited law school.
• 8+ years of experience in estate planning and trust administration.
• Active membership in good standing with the Maryland and D.C. Bar (or ability to waive in a plus).
• Strong client relationship skills, including leading in-person client meetings.
• Excellent verbal and written communication skills.
• Ability to adapt communication style to meet diverse client needs.
• Sound judgment, integrity, and ability to maintain confidentiality.
• Attention to detail and ability to manage multiple cases effectively.
• Interest in advancing legal knowledge through CLEs and new challenges.
• Team-oriented with a willingness to receive constructive feedback.

Skills:

• Proficiency in estate and tax concepts.
• Strong organizational and time management skills.
• Ability to work both independently and collaboratively.
• Comfortable with technology and legal software.
• Proactive and able to initiate actions to resolve client issues promptly.

Location: Bethesda, MD.

Benefits Offered:

• Employer-provided medical, dental, and vision insurance (50% company-paid for the employee only).
• 401(k) plan with 3% safe harbor contributions.
• Paid vacation, sick time, and holidays.
• Opportunity for performance bonuses.
• Paid parking.
• Generous paid parental leave.