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

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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

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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

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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.

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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