Estate Administration Paralegal in Baltimore, MD| LawFirmStaff

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Title : Estate Administration Paralegal

Location : Maryland - Baltimore
Refer to Job # UKPR793266


Estate Administration Paralegal The candidate will perform a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, as well as a general understanding of MD probate and tax laws. Prepare probate petitions, Inventories and Administration Accounts. Create valuation reports for securities using valuation software. Assist with sale and transfer of assets, including real estate. Prepare various Probate filings and prepare attorney for court proceedings. Schedule and manage court filings in timely manner. Maintain and balance Estate & Trust checkbooks. Prepare Receipts and Releases in connection with distributions from an estate or trust. Prepare Federal and Maryland estate tax returns. The candidate must have experience as a Paralegal in Estate Administration, experience in Estate Planning is a plus. Computer proficiency required; must have experience with accounting and tax software. Excellent oral and written communication skills are required; position entails heavy contact with clients, courts and multiple companies. Must be professional, diligent and have the ability to work both collaboratively and independently. Experience with DC and VA probate laws and drafting of estate planning documents in all three jurisdictions is a plus.
 
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