Estate Administration Paralegal

Jobot; Baltimore (MD); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a skilled Estate Administration Paralegal to join their dynamic team in Baltimore. This permanent position offers a chance to work with diverse clients and play a crucial role in delivering exceptional legal services. The ideal candidate will have a minimum of 2 years of experience in estate administration, strong organizational skills, and the ability to manage multiple tasks efficiently. With a competitive salary, generous PTO, and WFH flexibility, this opportunity is perfect for those looking to advance their career in a supportive environment. Join a firm that values professionalism and dedication to client service.

Benefits

3 weeks PTO

Health/Dental/Vision Plans

Matching 401k

WFH Flexibility

Paid Floating Holidays

LTD/STD Insurance

Life Insurance

Qualifications

• 2+ years of experience as a Paralegal with a focus on estate administration.
• Strong organizational and communication skills are essential.

Responsibilities

• Conduct client intake meetings and perform asset valuations.
• Prepare and review legal documents related to estates and trusts.

Skills

Estate Administration

Client Intake

Asset Valuation

Document Preparation

Organizational Skills

Communication Skills

Legal Research

Microsoft Office Suite

Education

Paralegal Certification

Tools

Legal Research Databases

Job description

Job details

Estate Administration Paralegal for Baltimore area Trusts and Estates firm

This Jobot Job is hosted by Ali Mercado.

Are you a seasoned paralegal with a knack for estate administration? Do you have a passion for law, a keen eye for detail, and a talent for managing complex tasks with precision and professionalism? If so, we have an exciting opportunity for you. We are seeking a highly skilled and experienced Estate Administration Paralegal to join our dynamic team. This is a permanent position that offers the chance to work with a diverse array of clients and to play a pivotal role in our firm’s commitment to delivering excellent legal service.

Responsibilities

As an Estate Administration Paralegal, you will be responsible for:

• Conducting client intake meetings to gather necessary information and establish the scope of the estate.
• Performing asset valuation to determine the value of the estate's assets.
• Coordinating asset liquidation, as required, and ensuring all legal and financial obligations are met.
• Conducting a comprehensive financial review of the estate to ensure accuracy and completeness.
• Preparing and reviewing necessary legal documents, including wills, trusts, estate plans, and probate paperwork.
• Communicating effectively with clients, court officials, and other legal professionals.
• Managing deadlines and prioritizing tasks to ensure all estate administration duties are completed in a timely and efficient manner.
• Staying abreast of changes in estate law and adapting practices accordingly.

Why join us?

We offer:

• Competitive base salary (based on experience level)
• 3 weeks PTO with paid and floating holidays
• Health/dental/vision plans, with LTD/STD and additional life insurance
• Matching 401k
• WFH flexibility

Job Details

To be considered for this role, you should possess:

• A minimum of 2 years of experience as a Paralegal
• At least 2 years of experience with Estate Administration
• Proven experience in client intake, asset valuation, asset liquidation, financial review, and document preparation.
• Exceptional organizational skills and the ability to manage multiple tasks simultaneously.
• Excellent communication skills, both written and verbal.
• A high degree of professionalism and the ability to handle sensitive information with discretion.
• Strong computer skills, including proficiency in legal research databases and Microsoft Office Suite.
• A proactive approach to problem-solving and the ability to work independently and as part of a team.

If you have the skills and experience required for this challenging and rewarding role, we would love to hear from you. This is an excellent opportunity to advance your career in estate administration in a supportive, professional environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.