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Paralegal, Trust and Estates

Compassbusinesssolutionsinc · Washington, DC, 20015 · On Site · Active · $45–$55 / hour · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyCompassbusinesssolutionsinc
TitleParalegal, Trust and Estates
Normalized title-
Department / team-
LocationWashington, DC, United States
Work modelOn Site
Employment typeFull Time
Salary$45–$55 / hour
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-04-14 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Compassbusinesssolutionsinc.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through JazzHR / ApplyToJob.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Washington.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyCompassbusinesssolutionsinc
Source9a7d387d-6d50-473a-8441-e3f8a753f5a1
ATS providerJazzHR / ApplyToJob

Description

Overview: Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice. Our firm serves ultra-high-net-worth families with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative manner. Position: Accelerant Law is seeking a Paralegal, Trust and Estates (Mid-Level) to provide comprehensive trust and estate administration support to attorneys and clients as part of the Firm’s legal team. This role is responsible for managing core estate and trust administration processes, assisting with essential document drafting, and ensuring the organized execution of client planning. The Paralegal will play a critical role in delivering high-quality legal services and requires a strong working knowledge of probate procedures and tax documentation. Location: This role is based in Washington, DC and requires 3 days per week in-office. Essential 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. Experience / Education Requirements: Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education. Minimum of 5 years of experience in the Trusts & Estates practice area preferred. Experience working with ultra-high-net-worth families and individuals preferred. Compensation: The hourly rate range for this role is $45.00 - $55.00, based on relevant experience.

Full job record

Job ID84d5a3b1aaf5e20b8f36b24fffe4ac8527d8e18f
Org IDe2148996-875d-4cf9-ab38-553c6622df74
Source ID9a7d387d-6d50-473a-8441-e3f8a753f5a1
Board ID9a7d387d-6d50-473a-8441-e3f8a753f5a1
Providerjazzhr
Provider Job Key6FkA22w8Jq
TitleParalegal, Trust and Estates
Normalized Title
Statusactive
Activeyes
Location TextWashington, DC, 20015
Department
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionDC
CityWashington
Salary RawCompensation: The hourly rate range for this role is $45.00 - $55.00, based on relevant experience
Salary Min45
Salary Max55
Salary CurrencyUSD
Salary Periodhour
Source URLhttps://compassbusinesssolutionsinc.applytojob.com/apply/6FkA22w8Jq/Paralegal-Trust-And-Estates
Apply URLhttps://compassbusinesssolutionsinc.applytojob.com/apply/6FkA22w8Jq/Paralegal-Trust-And-Estates
First Seen At2026-05-30 06:01:15Z
Last Seen At2026-06-06 10:43:48Z
Last Checked At2026-06-06 10:43:48Z
Last Changed At2026-05-30 06:01:15Z
Inactive At
Source Posted At2026-04-14 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=jazzhr/board=compassbusinesssolutionsinc/date=2026-06-06/2026-06-06T10-43-46-000Z-90fe7eba38966c0ad9c7476a5b485898c499024b9e2cf5fb88f9fda6856d10fa.json
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Parsed Structured
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Extensions
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    "description_html": "<p><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Aptos, sans-serif;\"><b>Overview:</b></span></span></span><br><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Aptos, sans-serif;\">Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice. 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Ensure compliance with applicable estate planning laws and procedures.</span></span></span></span></li></ul><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Aptos, sans-serif;\"><b>Experience / Education Requirements:</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education.</span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Minimum of 5 years of experience in the Trusts & Estates practice area preferred.</span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Experience working with ultra-high-net-worth families and individuals preferred.</span></span></span></span></li></ul><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Aptos, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Aptos, sans-serif;\"><b>Compensation:</b><br>The hourly rate range for this role is $45.00 - $55.00, based on relevant experience.</span></span></span></span></span></span>",
    "description_text": "Overview:\n Accelerant Law was founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century business practices and technology into a sophisticated trust and estate practice. Our firm serves ultra-high-net-worth families with contemporary estate planning and administration strategies delivered in a transparent, proactive, and innovative manner.\n Position:\n Accelerant Law is seeking a Paralegal, Trust and Estates (Mid-Level) to provide comprehensive trust and estate administration support to attorneys and clients as part of the Firm’s legal team. This role is responsible for managing core estate and trust administration processes, assisting with essential document drafting, and ensuring the organized execution of client planning. The Paralegal will play a critical role in delivering high-quality legal services and requires a strong working knowledge of probate procedures and tax documentation.\n Location:\n This role is based in Washington, DC and requires 3 days per week in-office.\n Essential Responsibilities:\n Participate in internal strategy discussions for clients and collaborate with attorneys and colleagues to deliver high-quality legal services.\n 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.\n Prepare and manage probate court filings, including petitions, inventories, accountings, and closing documents, ensuring compliance with applicable local rules and deadlines.\n Prepare SS-4 forms, manage authorizations, and apply for tax identification numbers (EINs) for trusts and entities created by the Firm.\n Collaborate with attorneys on drafting estate-planning-related documents, including powers of attorney, LLC operating agreements, Crummey letters, promissory notes, and related materials.\n Work with attorneys to prepare gift and estate tax returns (e.g., IRS Forms 709 and 706) and support probate and estate administration matters.\n Coordinate with third-party service providers and draft necessary forms to create and form entities.\n 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.\n 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.\n Experience / Education Requirements: Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education.\n Minimum of 5 years of experience in the Trusts & Estates practice area preferred.\n Experience working with ultra-high-net-worth families and individuals preferred.\n Compensation:\nThe hourly rate range for this role is $45.00 - $55.00, based on relevant experience.",
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Ensure compliance with applicable estate planning laws and procedures.</span></span></span></span></li></ul><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Aptos, sans-serif;\"><b>Experience / Education Requirements:</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Bachelor’s degree and/or Paralegal Certificate from an ABA-approved program required; demonstrated related experience may substitute for preferred education.</span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Minimum of 5 years of experience in the Trusts & Estates practice area preferred.</span></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:12pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Aptos, sans-serif;\">Experience working with ultra-high-net-worth families and individuals preferred.</span></span></span></span></li></ul><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Aptos, sans-serif;\"><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Aptos, sans-serif;\"><b>Compensation:</b><br>The hourly rate range for this role is $45.00 - $55.00, based on relevant experience.</span></span></span></span></span></span>",
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