Estates, Trusts and Probate Paralegal

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

Overview

Shulman Rogers' Estates, Trusts, and Probate practice group is seeking a paralegal with 2+ years of experience in estate and trust administration. The ideal candidate will provide substantive legal support to our attorneys in all aspects of trust and estate administration. This position requires a strong understanding of probate procedures, estate and trust administration, a comfort level with various electronic software used to prepare estate and trust accounting, and a high level of organizational and communication skills.

Responsibilities

• The preparation of probate filings for Maryland, District of Columbia, and Virginia.
• Assisting with administration of estates and trusts from inception to close, including, but not limited to, the sale and transfer of assets.
• Preparation of Federal and State estate tax returns.
• Overall management of estate and trust administration in a timely manner.

Education And Experience

• A bachelor\'s degree and/or paralegal certificate.
• Excellent verbal and written communication skills, including comfort and skill in speaking with clients and other professionals.
• Strong computer skills including probate-specific tax and accounting computer software (GEMS preferred). Experience with EVP, iManage, and Microsoft Office a plus.
• Critical attention to detail, the ability to manage a large case load, strong math skills and an understanding of basic estate and income tax concepts.
• A familiarity with local probate procedures, preferred, but not absolutely necessary.

The desired candidate will have the ability to work both independently and as part of a team.

This is a full-time, in-office position.

We offer a competitive salary, benefits package and work-from-home flexibility, along with opportunities for professional growth and development.