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Estate & Probate Administration Paralegal

2 months ago

Baltimore, United States Robert Half Full time
Job DescriptionJob Description

We are offering an exciting opportunity for a Paralegal in Baltimore, Maryland. The selected candidate will be significantly involved in the management of estates from initiation to closure, with a focus on legal document preparation, client communication, case management, court and legal filings, research and administrative support, and financial and accounting assistance. This role is "in office" and will support an established Attorney who is supportive & collaborative.


Our client offers excellent benefits including free medical coverage, retirement savings, profit sharing & many other perks to help you meet your personal and professional goals.


Responsibilities:


• Draft, review, and format various legal documents such as wills, trusts, powers of attorney, and probate petitions.

• Handle client communication, serving as the main point of contact for clients, beneficiaries, and other interested parties, and coordinate with attorneys for complex inquiries.

• Manage and organize case files, ensuring the maintenance of accurate physical and electronic records.

• Track important deadlines and manage probate and trust administration calendars for attorneys.

• Prepare and file court petitions, notices, and other legal filings related to probate and trust administration.

• Conduct basic legal research as required by attorneys on estates, trusts, and probate matters.

• Assist in drafting correspondence to clients, courts, and opposing counsel, and handle general administrative duties.

• Work closely with financial institutions to gather asset information, manage trust accounts, and coordinate the transfer of assets.

• Aid in the preparation and filing of estate tax returns and other required tax documentation.

• Assist with the management of estate and trust accounts, tracking expenses and ensuring proper disbursement of funds.

• Must hold a minimum of 3 years' experience at a law firm doing Estate & Probate Administration

• Proficiency in Probate & Estate Administration is required as is a familiarity with Maryland rules

• Excellent written and verbal communication skills

• Must have a strong ability to work independently and as part of a team

• Accuracy and attention to detail are highly necessary

• Strong organizational and planning skills are required

• Must be able to handle multiple tasks and meet deadlines



Qualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page. Be sure to include an updated resume, salary requirements, and any other pertinent information.