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Title : Trust Administration and Estate Administration Paralegal

Location : Maryland - BETHESDA
Refer to Job # GNCE734331

Trust Administration and Estate Administration Paralegal The candidate duties will include: prepare inventories for both estates and trusts; value estate and trust assets; work with financial institutions to retitle financial accounts; prepare life insurance and retirement death benefit claims; prepare fiduciary accountings for both estates and trusts; prepare federal and state estate tax returns; assist attorneys with implementing estate plans; perform administrative duties including, but not limited to, file maintenance, document production and assembly, and scheduling meetings, telephone conferences, and couriers; assist with Legal Assistant duties when necessary. Must have undergraduate degree with a minimum 3.0 GPA. Paralegal certificate from an ABA approved paralegal program is required. Notary or willingness to become a notary is needed. Should have 5 years working experience as a trust and estate administration paralegal for a law firm or financial institution. Understanding of the deadlines associated with probate proceedings in Maryland, Virginia, and the District of Columbia. Proficiency in Word, Excel, PowerPoint, EstateVal, and estate and gift tax preparation software is needed.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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