Trusts and Estates Paralegal

2 days ago

Baltimore, Maryland, United States AMS Staffing Inc. Full time $90,000 - $105,000 per year

Job Title:
Trusts and Estates Paralegal

Location:
Baltimore, MD 21202

Salary/Payrate:
$90K-$105K, bonus and AWESOME benefits

Work Environment:
Hybrid (2 days WFH after ramp up)

Term:
Permanent / Fulltime

Bachelor's degree required:
No

Referral Fee:
$1,000 - should your referral start with our client

Job Description

The Estates and Trusts Paralegal researches estate and probate law, drafts legal documents, handles trust and estate administration, provides client consultations and manages administrative tasks on behalf of the supervising attorney. The Estates and Trusts Paralegal will also draft and file accountings as well as death and fiduciary tax returns.

Essential Functions And Job 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

Knowledge And Skills Required

  • 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

Education And Experience Requirements

  • 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

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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