Estate Planning Paralegal

2 weeks ago


LuthervilleTimonium, United States Albers & Associates Full time
Job Summary

Albers & Associates is seeking a highly skilled Paralegal to join our team in the Estates and Trusts department. The successful candidate will be responsible for providing legal support and paralegal services on a wide variety of moderate to complex legal matters related to estate planning and administration.

Key Responsibilities
  • Gathering and analyzing financial records
  • Drafting Estate Planning Documents
  • Drafting estate administration documents
  • Drafting Summary Letters
  • Drafting Engagement Letters
  • Drafting Transfer Letters
  • Performing Deed Transfers
  • Basic post-mortem accounting
  • Legal writing and research
  • Filing applications with Federal, State & Local agencies
Requirements
  • At least 3 years of experience
  • Either an associates degree in paralegal studies or a bachelor's degree
  • Proficient in Microsoft Office and case management software such as Clio/Clio Grow
  • Strong legal writing skills
  • Strong legal research skills


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