Direct Talent Solutions Baltimore, MD , Baltimore County, MD
Posted 2 days ago
Job Description Job Description Position : Trusts and Estates Paralegal Location : Baltimore, MD Full Time : Yes (Hybrid - 3 days in office, 2 days remote) Salary Range : $80k-$120k annually Full Benefits About the Firm This is a well-established law firm headquartered in Washington, D.C., with roots in Baltimore and multiple offices across the United States. The firm specializes in regulatory compliance, litigation, corporate law, and investigations, serving a diverse range of clients.
With a focus on empowering their clients, the firm prides itself on delivering personalized legal services and expert solutions. Job Summary The Trust and Estates Paralegal will collaborate with attorneys and clients on complex estate and trust administration matters primarily in DC, Maryland, and Virginia. Responsibilities Draft, edit, and review probate and estate administration documents, including petitions for probate, inventories, accountings, and tax returns.
Handle trust administration duties, including accountings and filing fiduciary income tax returns. Interact with clients through in-person meetings, phone calls, emails, and video conferencing. Collect and organize information on the assets and debts of estates and trusts.
Prepare and organize financial records for estate tax returns and audits. Prepare, edit, and review estate tax returns. Draft accountings and settlement papers for informal and formal estate and trust settlements.
Qualifications 3-5 years of experience as a trust and estate paralegal with familiarity in fiduciary accountings and tax preparation. MD notary license preferred. Strong interpersonal, written, and oral communication skills.
Excellent organizational, planning, and analytical abilities, with attention to detail. Ability to multitask and handle a variety of demands independently while also being a team player. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
High level of discretion in handling sensitive information. Willingness to work outside of normal business hours, as needed.
Direct Talent Solutions