Paralegal
<p>We are looking for a detail-oriented Paralegal to support a trusts and estates practice in Baltimore, Maryland. This role focuses on guiding estate and trust matters from initiation through completion, with substantial involvement in tax-related filings, beneficiary communications, and fiduciary documentation. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines in a client-facing legal environment. </p><p><br></p><p>Responsibilities:</p><p>• Oversee probate administration from opening through final resolution, ensuring filings, deadlines, and court-related requirements are completed accurately and on time.</p><p>• Support the administration of trusts by preparing fiduciary accountings, coordinating distributions, and maintaining organized records for ongoing matters.</p><p>• Draft and assemble federal and state estate tax returns, while assisting with tax calculations and scenario-based projections related to estate and trust matters.</p><p>• Coordinate the collection of valuation materials and work with appropriate parties to obtain appraisals needed for estate administration and tax reporting.</p><p>• Facilitate the preparation of individual and fiduciary income tax return materials by gathering financial information and working closely with internal and external stakeholders.</p><p>• Communicate with clients, beneficiaries, attorneys, accountants, and other professionals to keep matters moving efficiently and provide clear status updates.</p><p>• Manage a high-volume workload with careful attention to detail, prioritizing competing tasks across complex estates and a range of trust structures.</p><p>• Use legal and office technology to prepare documents, organize case information, track deadlines, and support the overall workflow of the trusts and estates team.</p>
• Undergraduate degree and/or completion of a paralegal certificate program.<br>• At least 3-5 years of experience handling large, sophisticated estate administrations and a broad range of trust matters.<br>• Working knowledge of probate procedures, trust administration, fiduciary accountings, and estate-related tax documentation.<br>• Strong written and verbal communication skills, with the ability to interact professionally and confidently with clients and related parties.<br>• Demonstrated ability to stay organized and perform effectively in a fast-paced practice with multiple active deadlines.<br>• Proficiency with Microsoft Excel, PowerPoint, and Word, as well as Adobe applications.<br>• Willingness and ability to learn practice-specific software used in trusts and estates work.
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- Baltimore, MD
- onsite
- Permanent / Full Time
-
65000 - 110000 USD / Yearly
- <p>We are looking for a detail-oriented Paralegal to support a trusts and estates practice in Baltimore, Maryland. This role focuses on guiding estate and trust matters from initiation through completion, with substantial involvement in tax-related filings, beneficiary communications, and fiduciary documentation. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines in a client-facing legal environment. </p><p><br></p><p>Responsibilities:</p><p>• Oversee probate administration from opening through final resolution, ensuring filings, deadlines, and court-related requirements are completed accurately and on time.</p><p>• Support the administration of trusts by preparing fiduciary accountings, coordinating distributions, and maintaining organized records for ongoing matters.</p><p>• Draft and assemble federal and state estate tax returns, while assisting with tax calculations and scenario-based projections related to estate and trust matters.</p><p>• Coordinate the collection of valuation materials and work with appropriate parties to obtain appraisals needed for estate administration and tax reporting.</p><p>• Facilitate the preparation of individual and fiduciary income tax return materials by gathering financial information and working closely with internal and external stakeholders.</p><p>• Communicate with clients, beneficiaries, attorneys, accountants, and other professionals to keep matters moving efficiently and provide clear status updates.</p><p>• Manage a high-volume workload with careful attention to detail, prioritizing competing tasks across complex estates and a range of trust structures.</p><p>• Use legal and office technology to prepare documents, organize case information, track deadlines, and support the overall workflow of the trusts and estates team.</p>
- 2026-05-06T00:00:00Z