Estate & Trust Paralegal — In-Office with WFH Flexibility

Shulman Rogers; Potomac (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Work-from-home flexibility

Professional growth

Job summary

Shulman Rogers is seeking a paralegal with 2+ years of experience in estate and trust administration to support our Estates, Trusts, and Probate practice. You will assist attorneys with probate filings, administration from inception to close, and tax return preparation in MD, DC, and VA.

The ideal candidate has a bachelor’s degree and/or paralegal certificate, strong communication skills, and proficiency with probate/accounting software.

Qualifications

• A bachelor’s degree and/or paralegal certificate.
• 2+ years of experience in estate and trust administration is preferred.
• Strong understanding of probate procedures and accounting software used in estate matters.
• Excellent written and verbal communication; high level of organization.

Responsibilities

• Prepare probate filings for MD, DC, and VA.
• Assist with administration of estates and trusts from inception to close, including sale/transfer of assets.
• Prepare federal and state estate tax returns.
• Manage overall estate and trust administration timely and accurately.

Skills

Estate/trust administration

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree or paralegal certificate

Tools

GEMS

EVP

iManage

Microsoft Office

Job description

Shulman Rogers is seeking a paralegal with 2+ years of experience in estate and trust administration to support our Estates, Trusts, and Probate practice. You will assist attorneys with probate filings, administration from inception to close, and tax return preparation in MD, DC, and VA.

The ideal candidate has a bachelor’s degree and/or paralegal certificate, strong communication skills, and proficiency with probate/accounting software.