Senior Estates & Trusts Paralegal

NRI, Inc.; Cockeysville (MD); On-site; USD 110,000 - 170,000; Full time

Job summary

NRI, Inc. in Maryland is seeking a seasoned Estates & Trusts professional to join a two-attorney practice dedicated exclusively to estates and trusts. The role involves significant responsibility in estate planning, probate, estate administration, and related tax matters.

You will manage probate and estate administration from filing to closing, prepare fiduciary tax returns, and coordinate with clients and advisors to ensure precise, confidential handling of sensitive information.

Qualifications

• Seven+ years of Estates & Trusts experience required.
• Experience with estate planning, probate, and related tax matters.

Responsibilities

• Manage probate and estate administration matters from initial filing through final settlement and closing.
• Prepare and file federal and state estate, gift, and fiduciary income tax returns.
• Draft, review, and organize estate planning and estate administration documents.
• Coordinate with clients, accountants, financial institutions, and other professional advisors to facilitate the efficient administration of estates and trusts.
• Maintain comprehensive, accurate, and well-organized client, probate, and estate records.
• Utilize estate administration and tax software to prepare filings, maintain records, and support reporting requirements.
• Partner closely with attorneys and administrative colleagues to ensure deadlines are met and matters are handled with precision and professionalism.
• Exercise sound judgment and maintain the highest standards of confidentiality when handling sensitive financial and personal information.

Skills

Estates & Trusts

Job description

This is an excellent opportunity for a seasoned professional with at least seven years of Estates & Trusts experience who values substantive responsibility, professional collaboration, and the opportunity to manage matters with a high degree of autonomy. Working closely with two attorneys in a practice dedicated exclusively to Estates & Trusts, the successful candidate will play an integral role in estate planning, probate, estate administration, and related tax matters.

Responsibilities

• Manage probate and estate administration matters from initial filing through final settlement and closing.
• Prepare and file federal and state estate, gift, and fiduciary income tax returns.
• Draft, review, and organize estate planning and estate administration documents.
• Coordinate with clients, accountants, financial institutions, and other professional advisors to facilitate the efficient administration of estates and trusts.
• Maintain comprehensive, accurate, and well-organized client, probate, and estate records.
• Utilize estate administration and tax software to prepare filings, maintain records, and support reporting requirements.
• Partner closely with attorneys and administrative colleagues to ensure deadlines are met and matters are handled with precision and professionalism.
• Exercise sound judgment and maintain the highest standards of confidentiality when handling sensitive financial and personal information.