Legal Staff Paralegal in Bethesda, MD

Job Description:
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 (i.e., 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.

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