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We are looking for a detail-oriented Paralegal to support a trusts and estates practice in Baltimore, Maryland. This role focuses on guiding estate and trust matters from initiation through completion, with substantial involvement in tax-related filings, beneficiary communications, and fiduciary documentation. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines in a client-facing legal environment.
Job Responsibility:
Oversee probate administration from opening through final resolution, ensuring filings, deadlines, and court-related requirements are completed accurately and on time
Support the administration of trusts by preparing fiduciary accountings, coordinating distributions, and maintaining organized records for ongoing matters
Draft and assemble federal and state estate tax returns, while assisting with tax calculations and scenario-based projections related to estate and trust matters
Coordinate the collection of valuation materials and work with appropriate parties to obtain appraisals needed for estate administration and tax reporting
Facilitate the preparation of individual and fiduciary income tax return materials by gathering financial information and working closely with internal and external stakeholders
Communicate with clients, beneficiaries, attorneys, accountants, and other professionals to keep matters moving efficiently and provide clear status updates
Manage a high-volume workload with careful attention to detail, prioritizing competing tasks across complex estates and a range of trust structures
Use legal and office technology to prepare documents, organize case information, track deadlines, and support the overall workflow of the trusts and estates team
Requirements:
Undergraduate degree and/or completion of a paralegal certificate program
At least 3-5 years of experience handling large, sophisticated estate administrations and a broad range of trust matters
Working knowledge of probate procedures, trust administration, fiduciary accountings, and estate-related tax documentation
Strong written and verbal communication skills, with the ability to interact professionally and confidently with clients and related parties
Demonstrated ability to stay organized and perform effectively in a fast-paced practice with multiple active deadlines
Proficiency with Microsoft Excel, PowerPoint, and Word, as well as Adobe applications
Willingness and ability to learn practice-specific software used in trusts and estates work