Trusts & Estates Paralegal - Columbia, MD

Offit Kurman is seeking an experienced Estates & Trusts Paralegal to join our Columbia, MD office. This role provides critical support in estate and trust administration and estate planning matters.

Responsibilities include:

• Preparing court filings and maintaining records for estate and trust administration
• Managing deadlines for court and tax filings
• Coordinating asset retitling (real estate, securities, etc.)
• Communicating with financial institutions on account matters
• Obtaining EINs from the IRS
• Drafting correspondence and maintaining communication with Executors, Trustees, and beneficiaries
• Working with accountants and tax professionals on filings
• Drafting estate planning documents (POA, HCP, LW, trust letters); ILS familiarity a plus
• Finalizing documents for execution
• Assisting with trust funding, including deeds and co-op apartment transfers
• Serving as a client liaison and providing regular updates

Requirements:

• 5+ years of estate planning experience.
• Strong organizational, communication, and time management skills
• Ability to handle confidential matters with discretion and professionalism
• Work in the office daily for the first 90 days, 4 days a week, 1 day remote thereafter.

Interested candidates should send resume to Leigh Novack

*Recruiters should contact Leigh directly.