Probate Paralegal in Bethesda, MD| LawFirmStaff

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Title : Probate Paralegal

Location : Maryland - BETHESDA
Refer to Job # MKVY731373


Probate Paralegal The candidate will work with the attorneys of Estate and Trust Administration practice group to manage clients probate and trust matters with the following responsibilities: Reviewing estate planning documents in connection with drafting petitions for probate and other legal documents related to the administration of estates; Tracking deadlines at the county, state, and federal levels; Valuing assets and compiling asset summaries, inventories, accountings, and final reports; Completing and reviewing federal and state-level estate tax returns; Communicating directly with clients, beneficiaries, appraisers, and asset managers by phone, email and formal correspondence. Should have a college degree and more than five years of experience directly servicing probate and trust matters, including experience with: the Microsoft Office suite, primarily Word, Excel, and Outlook, as well as Adobe Acrobat; organizing large quantities of paper and electronic documents; and drafting clear and concise general correspondence. Must have 5+ years of experience.
 
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