Trusts Estates Paralegal Columbia MD

Offit Kurman; Columbia (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading law firm is seeking an experienced Estates & Trusts Paralegal for their Columbia, MD office. The role involves supporting estate and trust administration, including preparing court filings, managing assets, and collaborating with various parties to ensure effective estate planning and execution.

Qualifications

• 5+ years of estate planning experience.
• Strong organizational, communication, and time management skills.
• Ability to handle confidential matters with discretion and professionalism.

Responsibilities

• Preparing court filings and maintaining records for estate and trust administration.
• Coordinating asset retitling and communicating with financial institutions.
• Drafting estate planning documents and finalizing documents for execution.

Skills

Organizational skills

Communication skills

Time management

Discretion and professionalism

Job description

Offit Kurman is seeking an experienced Estates & Trusts Paralegal to join our Columbia, MD office. This role provides critical support in estate and trust administration and estate planning matters.

Responsibilities include:

• Preparing court filings and maintaining records for estate and trust administration
• Managing deadlines for court and tax filings
• Coordinating asset retitling (real estate, securities, etc.)
• Communicating with financial institutions on account matters
• Obtaining EINs from the IRS
• Drafting correspondence and maintaining communication with Executors, Trustees, and beneficiaries
• Working with accountants and tax professionals on filings
• Drafting estate planning documents (POA, HCP, LW, trust letters); ILS familiarity a plus
• Finalizing documents for execution
• Assisting with trust funding, including deeds and co-op apartment transfers
• Serving as a client liaison and providing regular updates

Requirements:

• 5+ years of estate planning experience.
• Strong organizational, communication, and time management skills
• Ability to handle confidential matters with discretion and professionalism
• Work in the office daily for the first 90 days, 4 days a week, 1 day remote thereafter.

Interested candidates should send resume to Leigh Novack

*Recruiters should contact Leigh directly.