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Title : Paralegal - Estates And Estate Planning

Location : Maryland - BETHESDA
Refer to Job # MJMV741098

Paralegal - Estates and Estate Planning The candidate will prepare probate filings for Maryland, District of Columbia and Virginia. Will valuate probate and non-probate assets. Prepare Inventories and Fiduciary Accountings for filing. Transfer probate and non-probate assets. Prepare, file, and distribute Trust notices and documentation. Prepare and file claims for life insurance and retirement benefits. Handle general administrative duties such as file maintenance, schedule meetings and telephone conferences, and assist with Legal Assistant duties as necessary in a small firm environment. Draft and revise standard estate planning legal documents (power of attorney, health care directives, wills, and trusts). Communicate directly with clients on estate planning matters. General administrative duties such as file maintenance, preparing correspondences, schedule meetings and telephone conferences, timekeeping and assist with probate matters as necessary in a small firm environment. The candidate must have 3+ years of experience as a paralegal, law clerk on similar position, preferably in the area of trusts and estates. An affinity for numbers and math is required. Excellent and demonstrable written and verbal communications skills are needed. Should have attention to detail (please review application requirements) and strong organizational skills. Familiarity with tax returns generally, and estate tax returns in particular is essential. Proficiency in Word, Excel, Adobe, time entry software, and some estate and tax software - BNA, Quicken and CLIO experience is a plus. Should have ability to work with multiple attorneys in a small firm environment.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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