Legal Assistant

Vienna, Virginia
Aug 11, 2017
Oct 10, 2017
Full Time

Estate Administration Legal Assistant -  Tysons, Virginia

Vaughan, Fincher & Sotelo is a boutique trust and estate law firm which is located in Tysons Virginia.   Our law firm is searching for a full-time or part-time Estate Administration Legal Assistant, as defined below:

Job Description:

Dynamic self-starter sought for interesting and challenging law practice. The position participates as a team member in our Estate Administration group.


  • Assist with all aspects of the administration of estates and trusts.
  • Preparation of probate documents and miscellaneous court documents relating to probate court administration of trusts and estates.
  • Communication (in-person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets.
  • Preparation and transmittal of all necessary papers to transfer securities.
  • Preparation and filing of claims for insurance proceeds and death benefits.
  • Preparation and filing of accounts in the probate court; preparation of trust annual reports.
  • Preparation of federal and state estate tax returns.
  • Opening and closing estate accounts.
  • Other responsibilities as clients need dictate.

Job Requirements:

  • Bachelor’s degree.
  • Experience in probate matters and a working knowledge of estate tax and fiduciary income tax programs preferred.
  • Excellent organizational, communication skills, analytical and critical thinking skills and attention to detail.
  • Ability to work independently, plan and take the initiative to accomplish objectives in a timely manner.
  • Client service skills and ability to manage projects and handle multiple competing priorities.
  • Background and credit check required

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