Paralegal - Estates And Trusts

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Paralegal - Estates and Trusts

The candidate will entail performing 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. Draft correspondence to clients regarding estate and trust matters. 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 gift and estate tax returns. Bachelor’s degree is preferred. Should preferably have 5+ years of experience as a Paralegal in Estate Planning and Administration. Experience with accounting and tax software is preferred. Experience interacting with clients, courts, and multiple companies is needed.

Company info

Offit Kurman, Attorneys At Law
8850 Stanford Blvd. Suite 2900
Columbia
Maryland
United States 21045
Website : http://www.offitkurman.com