Estate & Trust Paralegal — In-Office, Growth & Impact

R W Group; Maryland; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Great benefits

Nice team

Job summary

R & W Group in suburban Maryland is seeking a Trusts & Estates Paralegal to provide substantive support to attorneys in all aspects of trust and estate administration, with a strong understanding of probate procedures and tax concepts.

Responsibilities include preparing probate filings for MD, DC, and VA, assisting with administration from inception to close, and preparing federal and state estate tax returns; the role requires detail-orientation and excellent client communication.

Qualifications

• Bachelor's degree and/or paralegal certificate.
• At least 3 years' experience in estate, trusts and probate.
• Proficient in probate and trust administration procedures.
• Excellent verbal and written communication and client-facing skills.
• Strong math, attention to detail and ability to manage a large caseload.

Responsibilities

• Prepare probate filings for Maryland, District of Columbia, and Virginia.
• Assist administration of estates and trusts from inception to close, including sale and transfer of assets.
• Preparation of federal and state estate tax returns.
• Overall management of estate and trust administration in a timely manner.

Skills

Communication skills

Attention to detail

Working with attorneys

Education

Bachelor's degree or paralegal certificate

Tools

GEMS

EVP

iManage

Microsoft Office

Job description

R & W Group in suburban Maryland is seeking a Trusts & Estates Paralegal to provide substantive support to attorneys in all aspects of trust and estate administration, with a strong understanding of probate procedures and tax concepts.

Responsibilities include preparing probate filings for MD, DC, and VA, assisting with administration from inception to close, and preparing federal and state estate tax returns; the role requires detail-orientation and excellent client communication.