Trusts & Estates Paralegal

Offit Kurman, one of the fastest growing full-service law firms, is seeking a Paralegal with 3-5+ years of experience in Estate Administration and Trusts to join our Columbia, MD office.

The position entails 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 Maryland probate and tax laws.

Job duties include:

• 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

Qualifications:

• Minimum of 3-5+ years of experience as a Paralegal in Estate Planning and Administration
• Experience with accounting and tax software
• Experience interacting with clients, courts and multiple companies
• Expert writer with exceptional organizational skills, time management, and ability to meet deadlines
• Strong research and fact checking skills
• Knowledge of tax FAS
• Advanced MS office skills
• Bachelor’s degree, preferred

Offit Kurman is one of the fastest-growing, full-service law firms in the United States. We offer a collegial and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.

**Agencies should reach out to Leigh Novack directly.