Paralegal – Trusts and Estates


Friedman Williams

Paralegal – Trusts and Estates Columbia MD

Job ID: 17287

Job Title: Paralegal – Trusts and Estates

Location: Columbia, MD

Experience: 5+ years

Job Description:

Our client is seeking an experienced Paralegal with a background in Trusts and Estates to join their Columbia, MD office. The ideal candidate will have at least 5 years of relevant experience and a strong understanding of estate administration, estate planning, investments, and Maryland probate and tax laws.

Job Duties:

  • Prepare probate petitions, Inventories, and Administration Accounts.
  • Generate valuation reports for securities using valuation software.
  • Assist with the sale and transfer of assets, including real estate.
  • Draft correspondence to clients regarding estate and trust matters.
  • Prepare various Probate filings and assist attorneys in court proceedings.
  • Schedule and manage court filings in a 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 gift and estate tax returns.

Desired Qualifications:

  • Minimum of 5+ years of experience as a Paralegal in Estate Planning and Administration.
  • Exceptional writing skills with strong organizational skills, time management, and the ability to meet deadlines.
  • Proficient in research and fact-checking.
  • Experience with accounting and tax software.
  • Knowledge of tax FAS (Financial Accounting Standards).
  • Previous experience interacting with clients, courts, and multiple companies.
  • Advanced Microsoft Office skills.
  • Bachelor’s degree preferred.

Please note that this job description is provided for reference purposes, and you may need to adapt it to your specific needs and company guidelines.

Tagged as: Paralegal - Trusts and Estates