Law Firm

Bethesda, MD, United States

Trust And Estates Paralegal

Legal Staff

Min 5 yrs required

Full-time

No

Trust and Estates Paralegal The candidate will prepare probate filings (petitions for probate, inventories, accounts, inheritance tax returns and petitions for assorted relief). Trust administration (., prepare accountings, track and pay trust expenses, track and pay trust distributions, prepare Crummey Notices, facilitate the filing of trust tax returns). Prepare various correspondence with clients, financial institutions, insurance companies, Register of Wills Offices and government agencies. Prepare and file state and federal estate tax returns. Draft estate planning documents such as powers of attorneys, advance medical directives, assignments and deeds. 5 or more years of relevant estate and trust administration experience required. This position description may not necessarily provide an exhaustive list of position responsibilities and requirements. Additional responsibilities may be added or eliminated to accommodate changes in business operations. Should have 5+ years’ experience preparing probate filings and estate tax returns, administering trusts and drafting estate planning documents. Preferred candidates will have strong organizational and writing skills, outstanding oral communication skills, excellent academic credentials, and a desire to excel in a growing firm transitioning to the next generation. 2 years of college and Paralegal Certificate required. Four-year college degree preferred.

Must submit a resume in PDF format by email, along with a cover letter that includes your salary requirements

Legal

Hiring Coordinator
Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
4416 E West Highway
Suite 4
Bethesda, MD 20814-4565