Trust and Estates Paralegal

Trust and Estates Paralegal Baltimore MD Job ID: 20223 Essential Functions & Responsibilities Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court Prepare probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc. Coordinate post-death non-probate administration Communicate with clients and professional advisors relating to routine acts of estate administration Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns. Input financial data to prepare and file accountings Work with clients’ financial advisors on proper titling of accounts ________________________________________ Education & Experience 5+ years of experience working as a trust and estate paralegal with minimal supervision High school diploma or GED – Bachelors degree or paralegal certificate preferred Experience in Maryland State Probate administration and knowledge of estate planning documents and concepts Experience in local probate administration Experience with GEMs, OneSource Estate and Trust, and CCH ProSystems platform a plus Must know how to prepare gift tax, estate tax, and fiduciary income tax returns Self-motivated, flexible, with exceptional follow-through skills ________________________________________ Knowledge & Skills Candidate must have excellent communication skills both written and verbal Strong attention to detail, organizational skills and effective time management Self-motivated, flexible, with exceptional follow-through skills Proficient in Microsoft Office suite Capable of independently managing multiple projects ________________________________________ Additional Information Individual in this position will provide additional assistance and support as directed by their supervisor. Candidate must be flexible and able to work in the office at a minimum 2-3 times a week. Job may require occasional travel to the firm’s other offices This job description is subject to change at any time. ________________________________________ Benefits Fosters a people first environment and one of the ways this is displayed is through its generous benefits. The firm is committed to offering a wide range of benefits to its benefit eligible employees to achieve wellness in all aspects of life, including: Medical, dental, and vision insurance Flexible spending accounts (FSA) Health savings account (HSA) Tuition reimbursement Generous paid time off 401(k) retirement savings plan Competitive salaries and year-end discretionary bonuses Paid leave options, including parental University (learning and development programs taught by the firm’s training department) Family formation benefits Tagged as: Trust and Estates Paralegal

#J-18808-Ljbffr