Estate Planning Paralegal

2 months ago


Pikesville, Maryland, United States Naiman & Naiman, P.A. Full time
Job Overview

Naiman & Naiman, P.A. is looking for a dedicated Estate Planning Paralegal to join our legal team. This role involves providing comprehensive support to our attorneys in various aspects of estate planning and administration. We are open to considering both full-time and part-time candidates.

Key Responsibilities:

  • Assist in the preparation and examination of legal documents pertinent to estate probates and Medicaid applications.
  • Compile necessary documentation for the administration of estates and Medicaid processes.
  • Prepare detailed trust accountings.
  • Engage with clients to gather essential information.
  • Maintain correspondence with clients and relevant courts.
  • Document and manage client information effectively.
  • Provide additional support as required, including answering phones, making copies, mailing, and filing.

Required Qualifications:

  • Prior experience in a paralegal role or a related legal or financial field is preferred, though we are willing to train the right candidate.
  • Exceptional organizational skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Strong written and verbal communication abilities.
  • Detail-oriented with a focus on meeting deadlines.